Joel Greenblatt - Gotham Asset Management
Holding/activity history for Vanguard Utilities Index Fund ETF Shares (VPU)
← All VPU superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 2,344 | <0.01 | $198.14 | $464,440 | SEC | ||
| 2025 Q4 | 2,344 | <0.01 | Add 102.24% | <0.01 | $182.55–203.15 · VW $191.95i | $433,734 | SEC |
| 2025 Q3 | 1,159 | <0.01 | $189.41 | $219,526 | SEC | ||
| 2025 Q2 | 1,159 | <0.01 | Buy | <0.01 | $154.00–179.42 · VW $171.60i | $204,575 | SEC |
| 2023 Q4 | 0 | 0.00 | Sell 100.00% | <0.01 | $118.81–143.93 · VW $130.92i | SEC | |
| 2023 Q3 | 2,551 | <0.01 | $127.54 | $325,355 | SEC | ||
| 2023 Q2 | 2,551 | <0.01 | $142.17 | $362,676 | SEC | ||
| 2023 Q1 | 2,551 | <0.01 | Buy | <0.01 | $138.64–157.37 · VW $147.33i | $376,324 | SEC |
Price snapshot:
Current price$197.48
Avg. buy price$180.82
+/- since buy9.21%
52-week low$171.23
52-week high$204.49