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

Orin Green Financial’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$806K Sell
2,205
-19
-0.9% -$6.47K 0.3% 47
2026
Q1 		$672K Hold
2,224
– – 0.28% 49
2025
Q4 		$672K Hold
2,224
– – 0.27% 50
2025
Q3 		$662K Hold
2,224
– – 0.26% 50
2025
Q2 		$616K Hold
2,224
– – 0.26% 50
2025
Q1 		$512K Buy
+2,224
New +$616K 0.24% 52
2024
Q4 		– Sell
-2,270
Closed -$642K – 47
2024
Q3 		$607K Hold
2,270
– – 0.26% 48
2024
Q2 		$568K Buy
+2,270
New +$566K 0.26% 46
2024
Q1 		– Sell
-2,302
Closed -$565K – 45
2023
Q4 		$557K Sell
2,302
-64
-3% -$13.9K 0.27% 45
2023
Q3 		$507K Sell
2,366
-21
-0.9% -$4.77K 0.28% 43
2023
Q2 		$548K Hold
2,387
– – 0.29% 43
2023
Q1 		$517K Sell
2,387
-60
-2% -$13K 0.28% 44
2022
Q4 		$491K Hold
2,447
– – 0.29% 44
2022
Q3 		$476K Sell
2,447
-645
-21% -$138K 0.31% 43
2022
Q2 		$626K Hold
3,092
– – 0.39% 41
2022
Q1 		$767K Hold
3,092
– – 0.5% 35
2021
Q4 		$771K Hold
3,092
– – 0.56% 32
2021
Q3 		$866K Hold
3,092
– – 0.6% 33
2021
Q2 		$896K Buy
3,092
+30
+1% +$8.39K 0.63% 30
2021
Q1 		$841K Sell
3,062
-821
-21% -$231K 0.68% 28
2020
Q4 		$1.04M Buy
+3,883
New +$939K 0.82% 26

Other funds holding VBK

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Orin Green Financial reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.85% in Q2 2026, selling an estimated $6.47K and leaving 2,205 shares worth $806K. The position accounts for 0.3% of the portfolio, ranked #47.

Orin Green Financial first reported a position in VBK in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.04M in Q4 2020. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Orin Green Financial held 2,205 shares of Vanguard Morningstar Small-Cap Growth ETF worth $806K as of Q2 2026.
  • Orin Green Financial sold 19 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $6.47K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.3% of Orin Green Financial's portfolio in Q2 2026, its #47 holding.
  • Orin Green Financial first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 21 quarters since.
  • Orin Green Financial's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.04M in Q4 2020.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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