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 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 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

Tompkins Financial's VMBS Position: Q2 2026 in Review

Tompkins Financial increased its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 633% in Q2 2026, buying an estimated $18.7K and bringing the position to 462 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Tompkins Financial first reported a position in VMBS in Q1 2020 and has held it in 12 quarters since. 706 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

Tompkins Financial held 462 shares of Vanguard Mortgage-Backed Securities ETF worth $21.6K as of Q2 2026.
Tompkins Financial bought 399 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $18.7K.
Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q2 2026, its #403 holding.
Tompkins Financial first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2020 and has held it in 12 quarters since.
706 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

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