JG
VPU

Joel Greenblatt’s Vanguard Utilities ETF VPU Stock Holding History

Joel Greenblatt’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.64M Buy
8,386
+6,042
+258% +$1.18M ﹤0.01% 1207
2026
Q1 		$464K Hold
2,344
– – ﹤0.01% 1506
2025
Q4 		$434K Buy
2,344
+1,185
+102% +$227K ﹤0.01% 1474
2025
Q3 		$220K Hold
1,159
– – ﹤0.01% 1597
2025
Q2 		$205K Buy
+1,159
New +$200K ﹤0.01% 1572
2023
Q4 		– Sell
-2,551
Closed -$325K – 1439
2023
Q3 		$325K Hold
2,551
– – 0.01% 1096
2023
Q2 		$363K Hold
2,551
– – 0.01% 1068
2023
Q1 		$376K Buy
+2,551
New +$378K 0.01% 1055

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Joel Greenblatt's VPU Position: Q2 2026 in Review

Joel Greenblatt increased its Vanguard Utilities ETF (VPU) stake by 258% in Q2 2026, buying an estimated $1.18M and bringing the position to 8,386 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

Joel Greenblatt first reported a position in VPU in Q1 2023 and has held it in 8 quarters since. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Joel Greenblatt held 8,386 shares of Vanguard Utilities ETF worth $1.64M as of Q2 2026.
  • Joel Greenblatt bought 6,042 Vanguard Utilities ETF shares in Q2 2026, an estimated $1.18M.
  • Vanguard Utilities ETF made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1207 holding.
  • Joel Greenblatt first reported a position in Vanguard Utilities ETF in Q1 2023 and has held it in 8 quarters since.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.