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Orin Green Financial’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Orin Green Financial’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.92M Sell
12,928
-182
-1% -$52.2K 1.45% 19
2026
Q1 		$3.43M Buy
13,110
+36
+0.3% +$9.74K 1.41% 20
2025
Q4 		$3.37M Sell
13,074
-637
-5% -$163K 1.35% 20
2025
Q3 		$3.49M Buy
13,711
+508
+4% +$126K 1.39% 18
2025
Q2 		$3.13M Sell
13,203
-205
-2% -$45.7K 1.32% 18
2025
Q1 		$2.71M Buy
+13,408
New +$3.2M 1.28% 18
2024
Q4 		– Sell
-11,849
Closed -$2.92M – 20
2024
Q3 		$2.81M Buy
11,849
+60
+0.5% +$13.6K 1.21% 17
2024
Q2 		$2.57M Buy
+11,789
New +$2.59M 1.18% 18
2024
Q1 		– Sell
-12,842
Closed -$2.76M – 17
2023
Q4 		$2.74M Sell
12,842
-709
-5% -$137K 1.35% 17
2023
Q3 		$2.55M Sell
13,551
-1,186
-8% -$236K 1.42% 17
2023
Q2 		$2.93M Sell
14,737
-301
-2% -$56.9K 1.53% 16
2023
Q1 		$2.85M Sell
15,038
-1,620
-10% -$314K 1.54% 17
2022
Q4 		$3.06M Buy
16,658
+594
+4% +$110K 1.79% 16
2022
Q3 		$2.74M Sell
16,064
-3,046
-16% -$575K 1.78% 16
2022
Q2 		$3.4M Buy
19,110
+2,436
+15% +$470K 2.13% 15
2022
Q1 		$3.54M Buy
16,674
+95
+0.6% +$20K 2.31% 14
2021
Q4 		$3.51M Buy
16,579
+423
+3% +$96.1K 2.54% 14
2021
Q3 		$3.53M Buy
16,156
+489
+3% +$109K 2.47% 13
2021
Q2 		$3.53M Buy
15,667
+121
+0.8% +$26.8K 2.5% 13
2021
Q1 		$3.33M Sell
15,546
-1,903
-11% -$401K 2.71% 13
2020
Q4 		$3.4M Buy
+17,449
New +$3.08M 2.7% 13

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Orin Green Financial's VB Position: Q2 2026 in Review

Orin Green Financial reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.4% in Q2 2026, selling an estimated $52.2K and leaving 12,928 shares worth $3.92M. The position accounts for 1.45% of the portfolio, ranked #19.

Orin Green Financial first reported a position in VB in Q4 2020 and has held it in 21 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Orin Green Financial held 12,928 shares of Vanguard Morningstar Small-Cap ETF worth $3.92M as of Q2 2026.
  • Orin Green Financial sold 182 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $52.2K.
  • Vanguard Morningstar Small-Cap ETF made up 1.45% of Orin Green Financial's portfolio in Q2 2026, its #19 holding.
  • Orin Green Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 21 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.