Tompkins Financial’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Tompkins Financial’s Portfolio VYM Stock Details VYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$991K	Hold	6,384	–	–	0.07%	108
2026 Q2	$1.01M	Hold	6,384	–	–	0.07%	111
2026 Q1	$945K	Buy	6,384 +1,480	+30%	+$223K	0.08%	106
2025 Q4	$704K	Sell	4,904 -1,070	-18%	-$152K	0.05%	115
2025 Q3	$842K	Sell	5,974 -531	-8%	-$73K	0.07%	109
2025 Q2	$867K	Hold	6,505	–	–	0.08%	104
2025 Q1	$839K	Hold	6,505	–	–	0.08%	102
2024 Q4	$830K	Hold	6,505	–	–	0.08%	96
2024 Q3	$834K	Hold	6,505	–	–	0.08%	97
2024 Q2	$771K	Hold	6,505	–	–	0.08%	102
2024 Q1	$787K	Hold	6,505	–	–	0.09%	101
2023 Q4	$726K	Buy	+6,505	New	+$684K	0.09%	104
2022 Q2	–	Sell	-750	Closed	-$84K	–	620
2022 Q1	$84K	Hold	750	–	–	0.01%	305
2021 Q4	$84K	Hold	750	–	–	0.01%	193
2021 Q3	$78K	Buy	+750	New	+$79.3K	0.01%	195
2021 Q1	$76K	Buy	+750	New	+$72.3K	0.01%	209
2020 Q2	–	Sell	-54	Closed	-$4K	–	430
2020 Q1	$4K	Sell	54 -296	-85%	-$25.4K	﹤0.01%	371
2019 Q4	$33K	Hold	350	–	–	0.01%	283
2019 Q3	$31K	Hold	350	–	–	0.01%	262
2019 Q2	$31K	Hold	350	–	–	0.01%	267
2019 Q1	$30K	Hold	350	–	–	0.01%	277
2018 Q4	$27K	Hold	350	–	–	0.01%	277
2018 Q3	$30K	Hold	350	–	–	0.01%	288
2018 Q2	$29K	Hold	350	–	–	0.01%	308
2018 Q1	$29K	Hold	350	–	–	0.01%	296
2017 Q4	$30K	Hold	350	–	–	0.01%	258
2017 Q3	$28K	Hold	350	–	–	0.01%	269
2017 Q2	$27K	Buy	+350	New	+$27.3K	0.01%	262

Other funds holding VYM

MWA

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

TCM

Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Tompkins Financial's VYM Position: Q3 2026 in Review

Tompkins Financial held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2026 at 6,384 shares worth $991K. The position accounts for 0.07% of the portfolio, ranked #108.

Tompkins Financial first reported a position in VYM in Q2 2017 and has held it in 28 quarters since. The position peaked at $1.01M in Q2 2026. 339 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

Tompkins Financial held 6,384 shares of Vanguard High Dividend Yield ETF worth $991K as of Q3 2026.
Tompkins Financial left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2026.
Vanguard High Dividend Yield ETF made up 0.07% of Tompkins Financial's portfolio in Q3 2026, its #108 holding.
Tompkins Financial first reported a position in Vanguard High Dividend Yield ETF in Q2 2017 and has held it in 28 quarters since.
Tompkins Financial's Vanguard High Dividend Yield ETF position peaked at $1.01M in Q2 2026.
339 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

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