Joel Greenblatt’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Joel Greenblatt’s Portfolio VTWG Stock Details VTWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$863K	Hold	3,000	–	–	﹤0.01%	1392
2026 Q1	$687K	Hold	3,000	–	–	﹤0.01%	1416
2025 Q4	$708K	Hold	3,000	–	–	﹤0.01%	1349
2025 Q3	$701K	Hold	3,000	–	–	﹤0.01%	1304
2025 Q2	$625K	Buy	3,000 +1,500	+100%	+$288K	﹤0.01%	1259
2025 Q1	$280K	Buy	+1,500	New	+$309K	﹤0.01%	1389

Other funds holding VTWG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Joel Greenblatt's VTWG Position: Q2 2026 in Review

Joel Greenblatt held its Vanguard Russell 2000 Growth ETF (VTWG) position steady in Q2 2026 at 3,000 shares worth $863K. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

Joel Greenblatt first reported a position in VTWG in Q1 2025 and has held it in 6 quarters since. 222 funds tracked by Wall St. Rank hold VTWG as of Q2 2026.

Joel Greenblatt held 3,000 shares of Vanguard Russell 2000 Growth ETF worth $863K as of Q2 2026.
Joel Greenblatt left its Vanguard Russell 2000 Growth ETF share count unchanged in Q2 2026.
Vanguard Russell 2000 Growth ETF made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1392 holding.
Joel Greenblatt first reported a position in Vanguard Russell 2000 Growth ETF in Q1 2025 and has held it in 6 quarters since.
222 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2026.

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