Tompkins Financial’s Vanguard Utilities ETF VPU Stock Holding History

Tompkins Financial’s Portfolio VPU Stock Details VPU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-500	Closed	-$87K	–	597
2024 Q3	$87K	Hold	500	–	–	0.01%	285
2024 Q2	$74K	Hold	500	–	–	0.01%	305
2024 Q1	$71.3K	Sell	500 -56	-10%	-$7.57K	0.01%	320
2023 Q4	$76.2K	Buy	556 +56	+11%	+$7.39K	0.01%	302
2023 Q3	$63.8K	Sell	500 -150	-23%	-$21K	0.01%	303
2023 Q2	$92.4K	Hold	650	–	–	0.01%	272
2023 Q1	$95.9K	Hold	650	–	–	0.02%	269
2022 Q4	$100K	Hold	650	–	–	0.02%	261
2022 Q3	$92K	Hold	650	–	–	0.02%	268
2022 Q2	$99K	Hold	650	–	–	0.02%	265
2022 Q1	$105K	Buy	+650	New	+$98.3K	0.01%	283
2014 Q1	–	Sell	-247	Closed	-$21K	–	545
2013 Q4	$21K	Buy	+247	New	+$20.7K	0.01%	349

Other funds holding VPU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tompkins Financial's VPU Position: Q4 2024 in Review

Tompkins Financial sold out of Vanguard Utilities ETF (VPU) in Q4 2024, closing a stake of 500 shares — an estimated $87K sold.

Tompkins Financial first reported a position in VPU in Q4 2013 and held it in 12 quarters. The position peaked at $105K in Q1 2022. 593 funds tracked by Wall St. Rank hold VPU as of Q4 2024.

Tompkins Financial reported no remaining Vanguard Utilities ETF position as of Q4 2024 after selling out during the quarter.
Tompkins Financial sold 500 Vanguard Utilities ETF shares in Q4 2024, an estimated $87K.
Tompkins Financial first reported a position in Vanguard Utilities ETF in Q4 2013 and held it in 12 quarters.
Tompkins Financial's Vanguard Utilities ETF position peaked at $105K in Q1 2022.
593 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2024.

Based on Tompkins Financial's 13F filing for Q4 2024, filed 15 Jan 2025.