TF
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Tompkins Financial’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Tompkins Financial’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$58.7K Hold
768
– – ﹤0.01% 320
2026
Q2 		$59.8K Hold
768
– – ﹤0.01% 318
2026
Q1 		$60.2K Buy
768
+531
+224% +$41.8K ﹤0.01% 306
2025
Q4 		$18.7K Hold
237
– – ﹤0.01% 387
2025
Q3 		$18.7K Hold
237
– – ﹤0.01% 399
2025
Q2 		$18.7K Hold
237
– – ﹤0.01% 399
2025
Q1 		$18.6K Buy
+237
New +$18.4K ﹤0.01% 411
2023
Q4 		– Sell
-1,399
Closed -$105K – 655
2023
Q3 		$105K Sell
1,399
-1,808
-56% -$136K 0.02% 241
2023
Q2 		$242K Buy
3,207
+1,730
+117% +$132K 0.04% 157
2023
Q1 		$113K Sell
1,477
-93
-6% -$7.05K 0.02% 245
2022
Q4 		$118K Hold
1,570
– – 0.02% 237
2022
Q3 		$118K Buy
1,570
+1,399
+818% +$107K 0.02% 231
2022
Q2 		$13K Sell
171
-704
-80% -$54.2K ﹤0.01% 444
2022
Q1 		$68K Buy
875
+227
+35% +$18K 0.01% 320
2021
Q4 		$52K Buy
648
+385
+146% +$31.3K 0.01% 221
2021
Q3 		$22K Buy
+263
New +$21.6K ﹤0.01% 279
2021
Q1 		$22K Hold
263
– – ﹤0.01% 316
2020
Q4 		$22K Buy
263
+185
+237% +$15.3K ﹤0.01% 311
2020
Q3 		$6K Hold
78
– – ﹤0.01% 352
2020
Q2 		$6K Hold
78
– – ﹤0.01% 337
2020
Q1 		$6K Hold
78
– – ﹤0.01% 344
2019
Q4 		$6K Buy
+78
New +$6.29K ﹤0.01% 359
2018
Q4 		– Sell
-48
Closed -$4K – 406
2018
Q3 		$4K Hold
48
– – ﹤0.01% 388
2018
Q2 		$4K Hold
48
– – ﹤0.01% 393
2018
Q1 		$4K Hold
48
– – ﹤0.01% 390
2017
Q4 		$4K Buy
+48
New +$3.81K ﹤0.01% 354

Other funds holding BSV

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return

Tompkins Financial's BSV Position: Q3 2026 in Review

Tompkins Financial held its Vanguard Short-Term Bond ETF (BSV) position steady in Q3 2026 at 768 shares worth $58.7K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Tompkins Financial first reported a position in BSV in Q4 2017 and has held it in 26 quarters since. The position peaked at $242K in Q2 2023. 71 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • Tompkins Financial held 768 shares of Vanguard Short-Term Bond ETF worth $58.7K as of Q3 2026.
  • Tompkins Financial left its Vanguard Short-Term Bond ETF share count unchanged in Q3 2026.
  • Vanguard Short-Term Bond ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #320 holding.
  • Tompkins Financial first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and has held it in 26 quarters since.
  • Tompkins Financial's Vanguard Short-Term Bond ETF position peaked at $242K in Q2 2023.
  • 71 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.