Tompkins Financial’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Tompkins Financial’s Portfolio MGK Stock Details MGK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-315	Closed	-$23.1K	–	577
2026 Q1	$23.1K	Buy	+315	New	+$24.7K	﹤0.01%	381
2021 Q4	–	Sell	-250	Closed	-$12K	–	375
2021 Q3	$12K	Buy	+250	New	+$12.1K	﹤0.01%	319
2021 Q1	$10K	Hold	250	–	–	﹤0.01%	358
2020 Q4	$10K	Buy	+250	New	+$9.68K	﹤0.01%	362

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Tompkins Financial's MGK Position: Q2 2026 in Review

Tompkins Financial sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026, closing a stake of 315 shares — an estimated $23.1K sold.

Tompkins Financial first reported a position in MGK in Q4 2020 and held it in 4 quarters. The position peaked at $23.1K in Q1 2026. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Tompkins Financial reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Tompkins Financial sold 315 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $23.1K.
Tompkins Financial first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2020 and held it in 4 quarters.
Tompkins Financial's Vanguard Morningstar Mega Cap Growth ETF position peaked at $23.1K in Q1 2026.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

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