Tompkins Financial’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Tompkins Financial’s Portfolio VMBS Stock Details VMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$18K	Sell	406 -56	-12%	-$2.57K	﹤0.01%	423
2026 Q2	$21.6K	Buy	462 +399	+633%	+$18.7K	﹤0.01%	403
2026 Q1	$2.96K	Hold	63	–	–	﹤0.01%	514
2025 Q4	$2.97K	Buy	+63	New	+$2.97K	﹤0.01%	519
2023 Q1	–	Sell	-76	Closed	-$3K	–	649
2022 Q4	$3K	Hold	76	–	–	﹤0.01%	565
2022 Q3	$3K	Hold	76	–	–	﹤0.01%	552
2022 Q2	$4K	Hold	76	–	–	﹤0.01%	520
2022 Q1	$4K	Hold	76	–	–	﹤0.01%	546
2021 Q4	$4K	Sell	76 -88	-54%	-$4.66K	﹤0.01%	315
2021 Q3	$9K	Buy	+164	New	+$8.77K	﹤0.01%	331
2021 Q1	$9K	Hold	176	–	–	﹤0.01%	369
2020 Q4	$10K	Buy	+176	New	+$9.52K	﹤0.01%	364
2020 Q2	–	Sell	-302	Closed	-$16K	–	428
2020 Q1	$16K	Buy	+302	New	+$16.1K	﹤0.01%	294

Other funds holding VMBS

IDA

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

MFG

Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Tompkins Financial's VMBS Position: Q3 2026 in Review

Tompkins Financial reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 12% in Q3 2026, selling an estimated $2.57K and leaving 406 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Tompkins Financial first reported a position in VMBS in Q1 2020 and has held it in 13 quarters since. The position peaked at $21.6K in Q2 2026. 39 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

Tompkins Financial held 406 shares of Vanguard Mortgage-Backed Securities ETF worth $18K as of Q3 2026.
Tompkins Financial sold 56 Vanguard Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $2.57K.
Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #423 holding.
Tompkins Financial first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2020 and has held it in 13 quarters since.
Tompkins Financial's Vanguard Mortgage-Backed Securities ETF position peaked at $21.6K in Q2 2026.
39 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

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