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Orin Green Financial’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Orin Green Financial’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.24M Sell
26,876
-743
-3% -$248K 3.41% 8
2026
Q1 		$8.25M Sell
27,619
-287
-1% -$89.8K 3.39% 9
2025
Q4 		$8.78M Sell
27,906
-1,448
-5% -$452K 3.51% 9
2025
Q3 		$9.04M Sell
29,354
-1,713
-6% -$507K 3.61% 8
2025
Q2 		$8.86M Sell
31,067
-404
-1% -$106K 3.75% 8
2025
Q1 		$7.44M Buy
+31,471
New +$8.52M 3.51% 8
2024
Q4 		– Sell
-30,960
Closed -$8.39M – 7
2024
Q3 		$8.15M Sell
30,960
-1,826
-6% -$463K 3.51% 8
2024
Q2 		$8.18M Buy
+32,786
New +$7.88M 3.77% 8
2024
Q1 		– Sell
-38,123
Closed -$8.72M – 8
2023
Q4 		$8.32M Sell
38,123
-138
-0.4% -$28.2K 4.1% 7
2023
Q3 		$7.49M Sell
38,261
-2,198
-5% -$448K 4.16% 8
2023
Q2 		$8.2M Sell
40,459
-82
-0.2% -$15.7K 4.29% 7
2023
Q1 		$7.57M Sell
40,541
-1,283
-3% -$234K 4.1% 8
2022
Q4 		$7.29M Buy
41,824
+1,066
+3% +$187K 4.28% 8
2022
Q3 		$6.67M Buy
40,758
+31
+0.1% +$5.64K 4.33% 8
2022
Q2 		$7.14M Buy
40,727
+12,045
+42% +$2.26M 4.46% 9
2022
Q1 		$5.98M Buy
28,682
+886
+3% +$182K 3.9% 7
2021
Q4 		$5.78M Sell
27,796
-1,229
-4% -$264K 4.19% 7
2021
Q3 		$5.83M Buy
29,025
+827
+3% +$171K 4.07% 8
2021
Q2 		$5.66M Buy
28,198
+2,541
+10% +$496K 4% 8
2021
Q1 		$4.75M Buy
25,657
+95
+0.4% +$17.2K 3.87% 8
2020
Q4 		$4.49M Buy
+25,562
New +$4.25M 3.57% 8

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Orin Green Financial reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.7% in Q2 2026, selling an estimated $248K and leaving 26,876 shares worth $9.24M. The position accounts for 3.41% of the portfolio, ranked #8.

Orin Green Financial first reported a position in VV in Q4 2020 and has held it in 21 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Orin Green Financial held 26,876 shares of Vanguard Morningstar Large-Cap ETF worth $9.24M as of Q2 2026.
  • Orin Green Financial sold 743 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $248K.
  • Vanguard Morningstar Large-Cap ETF made up 3.41% of Orin Green Financial's portfolio in Q2 2026, its #8 holding.
  • Orin Green Financial first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 21 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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