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Tompkins Financial’s Vanguard Total World Stock ETF VT Stock Holding History

Tompkins Financial’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$192K Hold
1,219
– – 0.01% 210
2026
Q2 		$191K Hold
1,219
– – 0.01% 207
2026
Q1 		$169K Buy
+1,219
New +$175K 0.01% 213
2024
Q3 		– Sell
-819
Closed -$92.2K – 623
2024
Q2 		$92.2K Hold
819
– – 0.01% 285
2024
Q1 		$90.5K Hold
819
– – 0.01% 291
2023
Q4 		$84.3K Buy
+819
New +$78.8K 0.01% 290

Other funds holding VT

GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
PAM
PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
PPF
Pacific Park Financial Lagina Hills, California $169M AUM 11.63% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return

Tompkins Financial's VT Position: Q3 2026 in Review

Tompkins Financial held its Vanguard Total World Stock ETF (VT) position steady in Q3 2026 at 1,219 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #210.

Tompkins Financial first reported a position in VT in Q4 2023 and has held it in 6 quarters since. 106 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Tompkins Financial held 1,219 shares of Vanguard Total World Stock ETF worth $192K as of Q3 2026.
  • Tompkins Financial left its Vanguard Total World Stock ETF share count unchanged in Q3 2026.
  • Vanguard Total World Stock ETF made up 0.01% of Tompkins Financial's portfolio in Q3 2026, its #210 holding.
  • Tompkins Financial first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 6 quarters since.
  • 106 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.