Tompkins Financial’s Vanguard Financials ETF VFH Stock Holding History

Tompkins Financial’s Portfolio VFH Stock Details VFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$132	Hold	1	–	–	﹤0.01%	544
2026 Q1	$121	Buy	+1	New	+$128	﹤0.01%	561
2018 Q4	–	Sell	-3,000	Closed	-$208K	–	428
2018 Q3	$208K	Hold	3,000	–	–	0.04%	165
2018 Q2	$202K	Buy	+3,000	New	+$209K	0.04%	169

Other funds holding VFH

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tompkins Financial's VFH Position: Q2 2026 in Review

Tompkins Financial held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 1 share worth $132. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Tompkins Financial first reported a position in VFH in Q2 2018 and has held it in 4 quarters since. The position peaked at $208K in Q3 2018. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Tompkins Financial held 1 share of Vanguard Financials ETF worth $132 as of Q2 2026.
Tompkins Financial left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q2 2026, its #544 holding.
Tompkins Financial first reported a position in Vanguard Financials ETF in Q2 2018 and has held it in 4 quarters since.
Tompkins Financial's Vanguard Financials ETF position peaked at $208K in Q3 2018.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

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