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Tompkins Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Tompkins Financial’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$25K Hold
107
– – ﹤0.01% 397
2026
Q2 		$25.3K Hold
107
– – ﹤0.01% 390
2026
Q1 		$23K Hold
107
– – ﹤0.01% 383
2025
Q4 		$23.5K Hold
107
– – ﹤0.01% 362
2025
Q3 		$23.1K Hold
107
– – ﹤0.01% 380
2025
Q2 		$21.9K Hold
107
– – ﹤0.01% 384
2025
Q1 		$20.8K Sell
107
-61
-36% -$12.1K ﹤0.01% 397
2024
Q4 		$32.9K Sell
168
-400
-70% -$79.9K ﹤0.01% 357
2024
Q3 		$112K Hold
568
– – 0.01% 257
2024
Q2 		$104K Buy
568
+168
+42% +$30.2K 0.01% 265
2024
Q1 		$73K Hold
400
– – 0.01% 312
2023
Q4 		$68.2K Sell
400
-176
-31% -$28.3K 0.01% 315
2023
Q3 		$89.5K Sell
576
-432
-43% -$70K 0.01% 263
2023
Q2 		$164K Hold
1,008
– – 0.03% 199
2023
Q1 		$155K Hold
1,008
– – 0.03% 204
2022
Q4 		$153K Buy
1,008
+208
+26% +$31K 0.02% 214
2022
Q3 		$108K Hold
800
– – 0.02% 246
2022
Q2 		$115K Sell
800
-400
-33% -$60.9K 0.02% 240
2022
Q1 		$194K Buy
1,200
+1,000
+500% +$161K 0.03% 192
2021
Q4 		$34K Hold
200
– – 0.01% 241
2021
Q3 		$31K Buy
+200
New +$31.9K 0.01% 259
2021
Q1 		$29K Hold
200
– – ﹤0.01% 298
2020
Q4 		$28K Hold
200
– – 0.01% 296
2020
Q3 		$26K Sell
200
-100
-33% -$12.6K 0.01% 285
2020
Q2 		$35K Buy
+300
New +$34.1K 0.01% 262
2016
Q2 		– Sell
-194
Closed -$16K – 569
2016
Q1 		$16K Buy
+194
New +$14.9K 0.01% 343

Other funds holding VIG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Tompkins Financial's VIG Position: Q3 2026 in Review

Tompkins Financial held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2026 at 107 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Tompkins Financial first reported a position in VIG in Q1 2016 and has held it in 26 quarters since. The position peaked at $194K in Q1 2022. 526 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Tompkins Financial held 107 shares of Vanguard Dividend Appreciation ETF worth $25K as of Q3 2026.
  • Tompkins Financial left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2026.
  • Vanguard Dividend Appreciation ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #397 holding.
  • Tompkins Financial first reported a position in Vanguard Dividend Appreciation ETF in Q1 2016 and has held it in 26 quarters since.
  • Tompkins Financial's Vanguard Dividend Appreciation ETF position peaked at $194K in Q1 2022.
  • 526 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

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