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TF
Tompkins Financial’s
Vanguard Mid-Cap Value ETF
VOE
Stock Holding History
Tompkins Financial’s Portfolio
VOE Stock Details
VOE Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$36.9K
Hold
200
–
–
﹤0.01%
345
2025
Q4
$35.5K
Hold
200
–
–
﹤0.01%
332
2025
Q3
$34.9K
Hold
200
–
–
﹤0.01%
350
2025
Q2
$32.9K
Hold
200
–
–
﹤0.01%
351
2025
Q1
$32.1K
Hold
200
–
–
﹤0.01%
364
2024
Q4
$32.4K
Buy
+200
New
+$33.7K
﹤0.01%
358
2023
Q4
–
Sell
-122
Closed
-$16K
–
676
2023
Q3
$16K
Hold
122
–
–
﹤0.01%
423
2023
Q2
$16.9K
Hold
122
–
–
﹤0.01%
430
2023
Q1
$16.4K
Hold
122
–
–
﹤0.01%
441
2022
Q4
$16K
Hold
122
–
–
﹤0.01%
437
2022
Q3
$15K
Buy
+122
New
+$16.5K
﹤0.01%
438
2016
Q2
–
Sell
-175
Closed
-$15K
–
570
2016
Q1
$15K
Buy
+175
New
+$14.3K
﹤0.01%
345
Other funds holding VOE
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
EWA
EP Wealth Advisors
Torrance, California
$20.3B AUM
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services
New York
$26B AUM
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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