Orin Green Financial, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1844227
SAN DIEGO, CA
Position in VB
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$3,433,771
+$61,333 QoQ
Shares Held
13,110
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,433,771 | 13,110 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,372,438 | 13,074 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,486,433 | 13,711 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,128,846 | 13,203 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,973,224 | 13,408 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,764,421 | 11,505 | Principal | Sole | 2025-02-19 | |
| 2024-09-30 | $2,810,701 | 11,849 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,570,473 | 11,789 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,713,820 | 11,872 | Principal | Sole | 2024-05-08 | |
| 2023-12-31 | $2,739,583 | 12,842 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,562,087 | 13,551 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,931,041 | 14,737 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,850,603 | 15,038 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,057,409 | 16,658 | Shares | Sole | 2023-02-28 | |
| 2022-09-30 | $2,745,498 | 16,064 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $3,365,462 | 19,110 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $3,543,558 | 16,674 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $3,747,019 | 16,579 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,532,832 | 16,156 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $3,529,461 | 15,667 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,328,087 | 15,546 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,396,971 | 17,449 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||