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Orrstown Financial Services’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Orrstown Financial Services’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,055
Closed -$212K – 82
2021
Q3 		$212K Hold
1,055
– – 0.34% 77
2021
Q2 		$213K Buy
+1,055
New +$206K 0.31% 79

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NMIFOAC
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Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Orrstown Financial Services's VV Position: Q4 2021 in Review

Orrstown Financial Services sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2021, closing a stake of 1,055 shares — an estimated $212K sold.

Orrstown Financial Services first reported a position in VV in Q2 2021 and held it in 2 quarters. The position peaked at $213K in Q2 2021. 864 funds tracked by Wall St. Rank hold VV as of Q4 2021.

  • Orrstown Financial Services reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Orrstown Financial Services sold 1,055 Vanguard Morningstar Large-Cap ETF shares in Q4 2021, an estimated $212K.
  • Orrstown Financial Services first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2021 and held it in 2 quarters.
  • Orrstown Financial Services's Vanguard Morningstar Large-Cap ETF position peaked at $213K in Q2 2021.
  • 864 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2021.

Based on Orrstown Financial Services's 13F filing for Q4 2021, filed 13 Jan 2022.