Orin Green Financial LLC Investment Activity in Q2 2026
Orin Green Financial's portfolio saw significant changes this quarter, including substantial additions to Vanguard ETFs like VO and VUG, alongside notable reductions in holdings such as PLX.
As of June 30th, 2026, Orin Green Financial LLC has shown active investment behavior during the second quarter. The firm manages a diverse portfolio with 80 holdings.
Prominent Purchases This Quarter
Orin Green Financial demonstrated strong buying interest in several Vanguard exchange-traded funds (ETFs). Notably, the investor significantly increased their position in VANGUARD INDEX FDS (VO), adding over 56,787 shares for a portfolio weight increase of 302.14%. This substantial allocation shift occurred alongside increases in other ETFs like VANGUARD INDEX FDS (VUG), where the fund added approximately 21,493 shares resulting in a 0.83% weight gain and an overall portfolio percentage allocation of 0.83%. Similarly, VANGUARD WORLD FD (MGK) saw a massive increase with the addition of roughly 2,985 shares (400% change), boosting its allocation to 0.1%. The investor also added IWF and AVGO significantly.
The significant buying activity observed by Orin Green Financial this quarter primarily involved large-cap focused Vanguard ETFs. These additions suggest a continued emphasis on broad market exposure through highly liquid exchange-traded funds, particularly those tracking the Vanguard index family.
Significant Sales and Reductions This Quarter
In contrast to their buying activity, Orin Green Financial also divested from certain holdings during Q2 2026. The firm sold a substantial position in PROTALIX BIOTHERAPEUTICS INC (PLX), reducing its stake by over 54,433 shares (-84.48% change). Similarly, SEMPR (SRE) experienced a significant reduction of approximately 12,048 shares (-50.33%), indicating an exit from the Utilities sector for this stock.
The sale of PLX and reduction in SRE represent notable exits from specific sectors or individual stocks within their portfolio. These actions might reflect a strategic rebalancing following periods of appreciation or shifting investment priorities away from certain areas like Utilities and the biotech firm.
Moderate Changes in Portfolio Weighting
Besides the major shifts, Orin Green Financial made several other adjustments to their portfolio. For instance, they sold shares of VANGUARD TAX-MANAGED FDS (VEA), reducing its allocation slightly by 4,461 shares (-1.21%). Similarly, there were modest reductions in other ETFs like SPDR INDEX SHS FDS (SPDW) and ISHAres TR (IJR), although these specific changes are less pronounced than the major buys or sells.
The overall portfolio percentage allocation for most holdings remained relatively stable compared to their prior period values, with only a few stocks showing substantial movement. The firm's strategy appears focused on maximizing exposure through large additions to select Vanguard ETFs while managing risk by exiting underperforming positions like PLX and reducing weight in certain sectors.
Conclusion
In summary, Orin Green Financial LLC displayed a dynamic investment approach during Q2 2026. The investor prioritized substantial additions to specific Vanguard ETFs (VO, VUG, IWF, MGK) while strategically exiting positions in PLX and reducing holdings like SRE. These changes underscore the firm's active management style focused on optimizing portfolio allocation through significant buying and selling activities.
For more detailed information about Orin Green Financial LLC or specific stock performance, please refer to Orin Green Financial's profile on Insiderset and explore the individual links provided for each stock mentioned.