Joel Greenblatt’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Joel Greenblatt’s Portfolio VTHR Stock Details VTHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$36.6M	Buy	110,567 +57,651	+109%	+$18.4M	0.09%	307
2026 Q1	$15.2M	Buy	52,916 +9,408	+22%	+$2.83M	0.05%	550
2025 Q4	$13.1M	Buy	43,508 +1,660	+4%	+$495K	0.05%	555
2025 Q3	$12.3M	Buy	41,848 +640	+2%	+$181K	0.05%	505
2025 Q2	$11.2M	Buy	41,208 +9,659	+31%	+$2.44M	0.07%	433
2025 Q1	$7.79M	Buy	31,549 +9,816	+45%	+$2.56M	0.07%	414
2024 Q4	$5.64M	Buy	21,733 +4,066	+23%	+$1.06M	0.05%	488
2024 Q3	$4.48M	Buy	17,667 +4,340	+33%	+$1.06M	0.05%	522
2024 Q2	$3.19M	Buy	13,327 +8,306	+165%	+$1.93M	0.04%	558
2024 Q1	$1.17M	Buy	+5,021	New	+$1.11M	0.02%	802

Other funds holding VTHR

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

CFO

Callan Family Office Radnor, Pennsylvania $5.11B AUM 35.28% 1-Year Est. Return

Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Joel Greenblatt's VTHR Position: Q2 2026 in Review

Joel Greenblatt increased its Vanguard Russell 3000 ETF (VTHR) stake by 109% in Q2 2026, buying an estimated $18.4M and bringing the position to 110,567 shares worth $36.6M. The position accounts for 0.09% of the portfolio, ranked #307.

Joel Greenblatt first reported a position in VTHR in Q1 2024 and has held it in 10 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

Joel Greenblatt held 110,567 shares of Vanguard Russell 3000 ETF worth $36.6M as of Q2 2026.
Joel Greenblatt bought 57,651 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $18.4M.
Vanguard Russell 3000 ETF made up 0.09% of Joel Greenblatt's portfolio in Q2 2026, its #307 holding.
Joel Greenblatt first reported a position in Vanguard Russell 3000 ETF in Q1 2024 and has held it in 10 quarters since.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

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