Orrstown Financial Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Orrstown Financial Services’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,148	Closed	-$228K	–	121
2025 Q4	$228K	Hold	3,148	–	–	0.04%	115
2025 Q3	$231K	Sell	3,148 -236	-7%	-$16.9K	0.04%	121
2025 Q2	$237K	Hold	3,384	–	–	0.05%	130
2025 Q1	$219K	Sell	3,384 -1,360	-29%	-$91.3K	0.05%	124
2024 Q4	$313K	Sell	4,744 -4,204	-47%	-$285K	0.08%	116
2024 Q3	$590K	Sell	8,948 -6,680	-43%	-$419K	0.17%	84
2024 Q2	$946K	Sell	15,628 -208	-1%	-$12.6K	0.5%	30
2024 Q1	$989K	Buy	+15,836	New	+$936K	0.55%	28
2016 Q1	–	Sell	-400	Closed	-$12K	–	247
2015 Q4	$12K	Hold	400	–	–	0.01%	146
2015 Q3	$12K	Buy	+400	New	+$12.5K	0.01%	150

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Orrstown Financial Services's VO Position: Q1 2026 in Review

Orrstown Financial Services sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026, closing a stake of 3,148 shares — an estimated $228K sold.

Orrstown Financial Services first reported a position in VO in Q3 2015 and held it in 10 quarters. The position peaked at $989K in Q1 2024. 2,400 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Orrstown Financial Services reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Orrstown Financial Services sold 3,148 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $228K.
Orrstown Financial Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2015 and held it in 10 quarters.
Orrstown Financial Services's Vanguard Morningstar Mid-Cap ETF position peaked at $989K in Q1 2024.
2,400 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Orrstown Financial Services's 13F filing for Q1 2026, filed 8 Apr 2026.