Tompkins Financial’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Tompkins Financial’s Portfolio VTHR Stock Details VTHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$101M	Buy	300,565 +2,714	+0.9%	+$911K	7.1%	2
2026 Q2	$98.7M	Sell	297,851 -1,612	-0.5%	-$516K	6.91%	2
2026 Q1	$86.1M	Buy	299,463 +20,200	+7%	+$6.07M	6.86%	2
2025 Q4	$83.9M	Buy	279,263 +2,573	+0.9%	+$767K	6.52%	2
2025 Q3	$81.4M	Buy	276,690 +56,625	+26%	+$16M	6.81%	2
2025 Q2	$60M	Buy	220,065 +40,532	+23%	+$10.2M	5.52%	3
2025 Q1	$44.3M	Buy	+179,533	New	+$46.8M	4.24%	5

Other funds holding VTHR

ATC

Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

OFS

Orrstown Financial Services Harrisburg, Pennsylvania $667M AUM 15.8% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Tompkins Financial's VTHR Position: Q3 2026 in Review

Tompkins Financial increased its Vanguard Russell 3000 ETF (VTHR) stake by 0.91% in Q3 2026, buying an estimated $911K and bringing the position to 300,565 shares worth $101M. The position accounts for 7.1% of the portfolio, ranked #2.

Tompkins Financial first reported a position in VTHR in Q1 2025 and has held it in 7 quarters since. 27 funds tracked by Wall St. Rank hold VTHR as of Q3 2026.

Tompkins Financial held 300,565 shares of Vanguard Russell 3000 ETF worth $101M as of Q3 2026.
Tompkins Financial bought 2,714 Vanguard Russell 3000 ETF shares in Q3 2026, an estimated $911K.
Vanguard Russell 3000 ETF made up 7.1% of Tompkins Financial's portfolio in Q3 2026, its #2 holding.
Tompkins Financial first reported a position in Vanguard Russell 3000 ETF in Q1 2025 and has held it in 7 quarters since.
27 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q3 2026.

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