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Orrstown Financial Services’s Vanguard Financials ETF VFH Stock Holding History

Orrstown Financial Services’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-278
Closed -$13K – 286
2016
Q1 		$13K Buy
+278
New +$12.3K 0.01% 136

Other funds holding VFH

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Orrstown Financial Services's VFH Position: Q2 2016 in Review

Orrstown Financial Services sold out of Vanguard Financials ETF (VFH) in Q2 2016, closing a stake of 278 shares — an estimated $13K sold.

Orrstown Financial Services first reported a position in VFH in Q1 2016 and held it in 1 quarter. The position peaked at $13K in Q1 2016. 145 funds tracked by Wall St. Rank hold VFH as of Q2 2016.

  • Orrstown Financial Services reported no remaining Vanguard Financials ETF position as of Q2 2016 after selling out during the quarter.
  • Orrstown Financial Services sold 278 Vanguard Financials ETF shares in Q2 2016, an estimated $13K.
  • Orrstown Financial Services first reported a position in Vanguard Financials ETF in Q1 2016 and held it in 1 quarter.
  • Orrstown Financial Services's Vanguard Financials ETF position peaked at $13K in Q1 2016.
  • 145 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2016.

Based on Orrstown Financial Services's 13F filing for Q2 2016, filed 20 Jul 2016.