TF
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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
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

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CFO
Callan Family Office Radnor, Pennsylvania $5.11B AUM 35.28% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GAM
Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return

Tompkins Financial's VTHR Position: Q2 2026 in Review

Tompkins Financial reduced its Vanguard Russell 3000 ETF (VTHR) stake by 0.54% in Q2 2026, selling an estimated $516K and leaving 297,851 shares worth $98.7M. The position accounts for 6.91% of the portfolio, ranked #2.

Tompkins Financial first reported a position in VTHR in Q1 2025 and has held it in 6 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • Tompkins Financial held 297,851 shares of Vanguard Russell 3000 ETF worth $98.7M as of Q2 2026.
  • Tompkins Financial sold 1,612 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $516K.
  • Vanguard Russell 3000 ETF made up 6.91% of Tompkins Financial's portfolio in Q2 2026, its #2 holding.
  • Tompkins Financial first reported a position in Vanguard Russell 3000 ETF in Q1 2025 and has held it in 6 quarters since.
  • 247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.