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Orin Green Financial’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Orin Green Financial’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.09M Buy
75,582
+402
+0.5% +$31.2K 2.25% 13
2026
Q1 		$5.4M Buy
75,180
+432
+0.6% +$32.1K 2.21% 13
2025
Q4 		$5.42M Buy
74,748
+1,092
+1% +$79.4K 2.17% 13
2025
Q3 		$5.41M Buy
73,656
+736
+1% +$52.9K 2.16% 13
2025
Q2 		$5.1M Sell
72,920
-636
-0.9% -$41.7K 2.16% 13
2025
Q1 		$4.41M Buy
+73,556
New +$4.94M 2.08% 14
2024
Q4 		– Sell
-69,956
Closed -$4.75M – 14
2024
Q3 		$4.61M Buy
69,956
+56
+0.1% +$3.52K 1.99% 15
2024
Q2 		$4.23M Buy
+69,900
New +$4.25M 1.95% 13
2024
Q1 		– Sell
-71,044
Closed -$4.2M – 13
2023
Q4 		$4.13M Sell
71,044
-1,352
-2% -$72.2K 2.04% 14
2023
Q3 		$3.77M Sell
72,396
-2,904
-4% -$159K 2.09% 13
2023
Q2 		$4.14M Sell
75,300
-288
-0.4% -$15.1K 2.17% 13
2023
Q1 		$3.99M Sell
75,588
-1,904
-2% -$101K 2.16% 14
2022
Q4 		$3.95M Sell
77,492
-3,380
-4% -$172K 2.32% 13
2022
Q3 		$3.8M Buy
80,872
+1,148
+1% +$60K 2.47% 12
2022
Q2 		$3.98M Buy
79,724
+11,076
+16% +$598K 2.49% 13
2022
Q1 		$4.08M Hold
68,648
– – 2.67% 12
2021
Q4 		$4.1M Sell
68,648
-224
-0.3% -$14K 2.97% 11
2021
Q3 		$4.08M Buy
68,872
+988
+1% +$59.7K 2.85% 11
2021
Q2 		$4.03M Buy
67,884
+1,308
+2% +$75.8K 2.85% 11
2021
Q1 		$3.68M Sell
66,576
-624
-0.9% -$33.9K 3% 12
2020
Q4 		$3.47M Buy
+67,200
New +$3.25M 2.76% 12

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Orin Green Financial increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.53% in Q2 2026, buying an estimated $31.2K and bringing the position to 75,582 shares worth $6.09M. The position accounts for 2.25% of the portfolio, ranked #13.

Orin Green Financial first reported a position in VO in Q4 2020 and has held it in 21 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Orin Green Financial held 75,582 shares of Vanguard Morningstar Mid-Cap ETF worth $6.09M as of Q2 2026.
  • Orin Green Financial bought 402 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $31.2K.
  • Vanguard Morningstar Mid-Cap ETF made up 2.25% of Orin Green Financial's portfolio in Q2 2026, its #13 holding.
  • Orin Green Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 21 quarters since.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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