OFS
VPU

Orrstown Financial Services’s Vanguard Utilities ETF VPU Stock Holding History

Orrstown Financial Services’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-31
Closed -$4K – 343
2017
Q2 		$4K Buy
+31
New +$3.57K ﹤0.01% 245

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Orrstown Financial Services's VPU Position: Q3 2017 in Review

Orrstown Financial Services sold out of Vanguard Utilities ETF (VPU) in Q3 2017, closing a stake of 31 shares — an estimated $4K sold.

Orrstown Financial Services first reported a position in VPU in Q2 2017 and held it in 1 quarter. The position peaked at $4K in Q2 2017. 188 funds tracked by Wall St. Rank hold VPU as of Q3 2017.

  • Orrstown Financial Services reported no remaining Vanguard Utilities ETF position as of Q3 2017 after selling out during the quarter.
  • Orrstown Financial Services sold 31 Vanguard Utilities ETF shares in Q3 2017, an estimated $4K.
  • Orrstown Financial Services first reported a position in Vanguard Utilities ETF in Q2 2017 and held it in 1 quarter.
  • Orrstown Financial Services's Vanguard Utilities ETF position peaked at $4K in Q2 2017.
  • 188 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2017.

Based on Orrstown Financial Services's 13F filing for Q3 2017, filed 12 Oct 2017.