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 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

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

Tompkins Financial's VIG Position: Q2 2026 in Review

Tompkins Financial held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 107 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Tompkins Financial first reported a position in VIG in Q1 2016 and has held it in 25 quarters since. The position peaked at $194K in Q1 2022. 2,586 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Tompkins Financial held 107 shares of Vanguard Dividend Appreciation ETF worth $25.3K as of Q2 2026.
Tompkins Financial left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q2 2026, its #390 holding.
Tompkins Financial first reported a position in Vanguard Dividend Appreciation ETF in Q1 2016 and has held it in 25 quarters since.
Tompkins Financial's Vanguard Dividend Appreciation ETF position peaked at $194K in Q1 2022.
2,586 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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