Tompkins Financial’s Vanguard Industrials ETF VIS Stock Holding History

Tompkins Financial’s Portfolio VIS Stock Details VIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,000	Closed	-$194K	–	619
2022 Q1	$194K	Hold	1,000	–	–	0.03%	193
2021 Q4	$203K	Hold	1,000	–	–	0.04%	135
2021 Q3	$188K	Buy	+1,000	New	+$196K	0.03%	133
2021 Q1	$189K	Buy	+1,000	New	+$178K	0.03%	138

Other funds holding VIS

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Tompkins Financial's VIS Position: Q2 2022 in Review

Tompkins Financial sold out of Vanguard Industrials ETF (VIS) in Q2 2022, closing a stake of 1,000 shares — an estimated $194K sold.

Tompkins Financial first reported a position in VIS in Q1 2021 and held it in 4 quarters. The position peaked at $203K in Q4 2021. 356 funds tracked by Wall St. Rank hold VIS as of Q2 2022.

Tompkins Financial reported no remaining Vanguard Industrials ETF position as of Q2 2022 after selling out during the quarter.
Tompkins Financial sold 1,000 Vanguard Industrials ETF shares in Q2 2022, an estimated $194K.
Tompkins Financial first reported a position in Vanguard Industrials ETF in Q1 2021 and held it in 4 quarters.
Tompkins Financial's Vanguard Industrials ETF position peaked at $203K in Q4 2021.
356 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2022.

Based on Tompkins Financial's 13F filing for Q2 2022, filed 14 Jul 2022.