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Tompkins Financial’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Tompkins Financial’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$401K Sell
4,976
-360
-7% -$27.9K 0.03% 148
2026
Q1 		$383K Buy
5,336
+2,808
+111% +$209K 0.03% 141
2025
Q4 		$183K Hold
2,528
– – 0.01% 204
2025
Q3 		$186K Hold
2,528
– – 0.02% 196
2025
Q2 		$177K Buy
2,528
+676
+37% +$44.4K 0.02% 197
2025
Q1 		$120K Buy
1,852
+80
+5% +$5.37K 0.01% 239
2024
Q4 		$117K Sell
1,772
-400
-18% -$27.2K 0.01% 239
2024
Q3 		$143K Hold
2,172
– – 0.01% 228
2024
Q2 		$131K Hold
2,172
– – 0.01% 239
2024
Q1 		$136K Sell
2,172
-388
-15% -$22.9K 0.02% 238
2023
Q4 		$149K Sell
2,560
-952
-27% -$50.9K 0.02% 229
2023
Q3 		$183K Buy
3,512
+1,960
+126% +$107K 0.03% 185
2023
Q2 		$85.4K Sell
1,552
-6,260
-80% -$328K 0.01% 281
2023
Q1 		$412K Sell
7,812
-680
-8% -$36.2K 0.07% 128
2022
Q4 		$432K Sell
8,492
-4,880
-36% -$249K 0.07% 129
2022
Q3 		$628K Buy
13,372
+952
+8% +$49.8K 0.11% 105
2022
Q2 		$612K Hold
12,420
– – 0.1% 109
2022
Q1 		$738K Buy
12,420
+1,280
+11% +$75.1K 0.1% 105
2021
Q4 		$710K Sell
11,140
-1,080
-9% -$67.7K 0.13% 83
2021
Q3 		$723K Buy
+12,220
New +$738K 0.13% 84
2021
Q1 		$772K Sell
13,960
-720
-5% -$39.1K 0.13% 82
2020
Q4 		$759K Hold
14,680
– – 0.14% 81
2020
Q3 		$647K Sell
14,680
-1,660
-10% -$72.3K 0.12% 93
2020
Q2 		$670K Sell
16,340
-840
-5% -$32.2K 0.14% 89
2020
Q1 		$565K Hold
17,180
– – 0.13% 91
2019
Q4 		$765K Hold
17,180
– – 0.14% 91
2019
Q3 		$720K Buy
17,180
+3,000
+21% +$125K 0.15% 91
2019
Q2 		$593K Buy
14,180
+180
+1% +$7.37K 0.12% 99
2019
Q1 		$563K Hold
14,000
– – 0.11% 104
2018
Q4 		$484K Sell
14,000
-112
-0.8% -$4.21K 0.11% 109
2018
Q3 		$579K Sell
14,112
-1,268
-8% -$51.7K 0.12% 104
2018
Q2 		$606K Hold
15,380
– – 0.13% 100
2018
Q1 		$593K Buy
15,380
+1,268
+9% +$49.9K 0.13% 101
2017
Q4 		$546K Buy
14,112
+112
+0.8% +$4.23K 0.13% 105
2017
Q3 		$515K Hold
14,000
– – 0.12% 106
2017
Q2 		$499K Sell
14,000
-720
-5% -$25.4K 0.13% 103
2017
Q1 		$512K Hold
14,720
– – 0.13% 99
2016
Q4 		$484K Buy
14,720
+4,180
+40% +$135K 0.13% 100
2016
Q3 		$341K Buy
10,540
+9,240
+711% +$296K 0.1% 116
2016
Q2 		$40K Hold
1,300
– – 0.01% 275
2016
Q1 		$39K Buy
+1,300
New +$36.8K 0.01% 268

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Tompkins Financial's VO Position: Q2 2026 in Review

Tompkins Financial reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.7% in Q2 2026, selling an estimated $27.9K and leaving 4,976 shares worth $401K. The position accounts for 0.03% of the portfolio, ranked #148.

Tompkins Financial first reported a position in VO in Q1 2016 and has held it in 41 quarters since. The position peaked at $772K in Q1 2021. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Tompkins Financial held 4,976 shares of Vanguard Morningstar Mid-Cap ETF worth $401K as of Q2 2026.
  • Tompkins Financial sold 360 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $27.9K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.03% of Tompkins Financial's portfolio in Q2 2026, its #148 holding.
  • Tompkins Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2016 and has held it in 41 quarters since.
  • Tompkins Financial's Vanguard Morningstar Mid-Cap ETF position peaked at $772K in Q1 2021.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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