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 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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tompkins Financial's BSV Position: Q2 2026 in Review

Tompkins Financial held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 768 shares worth $59.8K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Tompkins Financial first reported a position in BSV in Q4 2017 and has held it in 25 quarters since. The position peaked at $242K in Q2 2023. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Tompkins Financial held 768 shares of Vanguard Short-Term Bond ETF worth $59.8K as of Q2 2026.
Tompkins Financial left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q2 2026, its #318 holding.
Tompkins Financial first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and has held it in 25 quarters since.
Tompkins Financial's Vanguard Short-Term Bond ETF position peaked at $242K in Q2 2023.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.