OGF
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Orin Green Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Orin Green Financial’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.24M Sell
25,975
-917
-3% -$77.2K 0.83% 23
2026
Q1 		$1.96M Sell
26,892
-66
-0.2% -$5.13K 0.8% 25
2025
Q4 		$2.19M Sell
26,958
-744
-3% -$60.4K 0.88% 24
2025
Q3 		$2.21M Hold
27,702
– – 0.89% 23
2025
Q2 		$2.02M Sell
27,702
-114
-0.4% -$7.5K 0.86% 23
2025
Q1 		$1.59M Buy
+27,816
New +$1.88M 0.75% 25
2024
Q4 		– Sell
-30,828
Closed -$2.07M – 25
2024
Q3 		$1.97M Sell
30,828
-606
-2% -$37.6K 0.85% 25
2024
Q2 		$1.96M Buy
+31,434
New +$1.83M 0.9% 24
2024
Q1 		– Sell
-34,422
Closed -$1.89M – 23
2023
Q4 		$1.78M Sell
34,422
-2,466
-7% -$119K 0.88% 23
2023
Q3 		$1.67M Sell
36,888
-1,188
-3% -$56.1K 0.93% 22
2023
Q2 		$1.8M Sell
38,076
-618
-2% -$26.8K 0.94% 22
2023
Q1 		$1.61M Sell
38,694
-2,058
-5% -$80K 0.87% 24
2022
Q4 		$1.45M Sell
40,752
-2,304
-5% -$84.8K 0.85% 23
2022
Q3 		$1.53M Sell
43,056
-7,596
-15% -$305K 1% 21
2022
Q2 		$1.94M Sell
50,652
-12,906
-20% -$530K 1.21% 19
2022
Q1 		$3.05M Sell
63,558
-666
-1% -$31.5K 1.99% 16
2021
Q4 		$3.09M Sell
64,224
-2,730
-4% -$142K 2.24% 15
2021
Q3 		$3.24M Sell
66,954
-1,884
-3% -$93.8K 2.26% 15
2021
Q2 		$3.29M Buy
68,838
+19,440
+39% +$883K 2.33% 15
2021
Q1 		$2.12M Sell
49,398
-17,778
-26% -$761K 1.72% 17
2020
Q4 		$2.84M Buy
+67,176
New +$2.68M 2.25% 17

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Orin Green Financial reduced its Vanguard Morningstar Growth ETF (VUG) stake by 3.4% in Q2 2026, selling an estimated $77.2K and leaving 25,975 shares worth $2.24M. The position accounts for 0.83% of the portfolio, ranked #23.

Orin Green Financial first reported a position in VUG in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.29M in Q2 2021. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Orin Green Financial held 25,975 shares of Vanguard Morningstar Growth ETF worth $2.24M as of Q2 2026.
  • Orin Green Financial sold 917 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $77.2K.
  • Vanguard Morningstar Growth ETF made up 0.83% of Orin Green Financial's portfolio in Q2 2026, its #23 holding.
  • Orin Green Financial first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 21 quarters since.
  • Orin Green Financial's Vanguard Morningstar Growth ETF position peaked at $3.29M in Q2 2021.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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