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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Tompkins Financial's VUG Position: Q2 2026 in Review

Tompkins Financial held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 4,608 shares worth $397K. The position accounts for 0.03% of the portfolio, ranked #150.

Tompkins Financial first reported a position in VUG in Q4 2020 and has held it in 21 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Tompkins Financial held 4,608 shares of Vanguard Morningstar Growth ETF worth $397K as of Q2 2026.
  • Tompkins Financial left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.03% of Tompkins Financial's portfolio in Q2 2026, its #150 holding.
  • Tompkins Financial first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 21 quarters since.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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