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

Tompkins Financial’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-280
Closed -$26K – 542
2014
Q1 		$26K Hold
280
– – 0.01% 333
2013
Q4 		$25K Hold
280
– – 0.01% 338
2013
Q3 		$24K Buy
+280
New +$23.2K 0.01% 336

Other funds holding VOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CNB
City National Bank Beverly Hills, Delaware $11.6B AUM 3.11% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Tompkins Financial's VOT Position: Q2 2014 in Review

Tompkins Financial sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2014, closing a stake of 280 shares — an estimated $26K sold.

Tompkins Financial first reported a position in VOT in Q3 2013 and held it in 3 quarters. The position peaked at $26K in Q1 2014. 154 funds tracked by Wall St. Rank hold VOT as of Q2 2014.

  • Tompkins Financial reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2014 after selling out during the quarter.
  • Tompkins Financial sold 280 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2014, an estimated $26K.
  • Tompkins Financial first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2013 and held it in 3 quarters.
  • Tompkins Financial's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $26K in Q1 2014.
  • 154 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2014.

Based on Tompkins Financial's 13F filing for Q2 2014, filed 11 Jul 2014.