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Tompkins Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Tompkins Financial’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$543K Buy
6,025
+1,417
+31% +$124K 0.04% 129
2026
Q2 		$397K Hold
4,608
– – 0.03% 150
2026
Q1 		$335K Buy
4,608
+3,318
+257% +$258K 0.03% 151
2025
Q4 		$105K Hold
1,290
– – 0.01% 248
2025
Q3 		$103K Buy
1,290
+210
+19% +$16K 0.01% 248
2025
Q2 		$78.9K Hold
1,080
– – 0.01% 269
2025
Q1 		$66.7K Buy
1,080
+264
+32% +$17.8K 0.01% 299
2024
Q4 		$55.8K Buy
816
+126
+18% +$8.46K 0.01% 310
2024
Q3 		$44.2K Hold
690
– – ﹤0.01% 354
2024
Q2 		$43K Sell
690
-234
-25% -$13.6K ﹤0.01% 360
2024
Q1 		$53K Buy
+924
New +$50.8K 0.01% 344
2023
Q4 		– Sell
-840
Closed -$38.1K – 678
2023
Q3 		$38.1K Hold
840
– – 0.01% 340
2023
Q2 		$39.6K Sell
840
-144
-15% -$6.25K 0.01% 349
2023
Q1 		$40.9K Hold
984
– – 0.01% 353
2022
Q4 		$35K Hold
984
– – 0.01% 368
2022
Q3 		$35K Hold
984
– – 0.01% 361
2022
Q2 		$37K Hold
984
– – 0.01% 360
2022
Q1 		$47K Sell
984
-114
-10% -$5.39K 0.01% 357
2021
Q4 		$59K Sell
1,098
-120
-10% -$6.25K 0.01% 216
2021
Q3 		$59K Buy
+1,218
New +$60.6K 0.01% 216
2021
Q1 		$57K Buy
1,326
+192
+17% +$8.21K 0.01% 245
2020
Q4 		$48K Buy
+1,134
New +$45.3K 0.01% 248

Other funds holding VUG

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

Tompkins Financial's VUG Position: Q3 2026 in Review

Tompkins Financial increased its Vanguard Morningstar Growth ETF (VUG) stake by 31% in Q3 2026, buying an estimated $124K and bringing the position to 6,025 shares worth $543K. The position accounts for 0.04% of the portfolio, ranked #129.

Tompkins Financial first reported a position in VUG in Q4 2020 and has held it in 22 quarters since. 176 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Tompkins Financial held 6,025 shares of Vanguard Morningstar Growth ETF worth $543K as of Q3 2026.
  • Tompkins Financial bought 1,417 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $124K.
  • Vanguard Morningstar Growth ETF made up 0.04% of Tompkins Financial's portfolio in Q3 2026, its #129 holding.
  • Tompkins Financial first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • 176 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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