TOMPKINS FINANCIAL CORP

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1005817 Ithaca, NY

Position in VB

as of Mar 31, 2026 · filed Apr 9, 2026 Compact

Position Value

$1,287,336

-$344,455 QoQ

Shares Held

4,915

-22.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,287,336	4,915	-22.3%	Shares	Defined	2026-04-09
2025-12-31	$1,631,791	6,326	+3.5%	Shares	Defined	2026-01-08
2025-09-30	$1,554,667	6,114	-7.2%	Shares	Defined	2025-10-08
2025-06-30	$1,561,460	6,589	-62.0%	Shares	Defined	2025-07-10
2025-03-31	$3,845,366	17,341	+3.9%	Shares	Defined	2025-04-07
2024-12-31	$4,011,233	16,694	+8.1%	Shares	Defined	2025-01-15
2024-09-30	$3,662,285	15,439	+18.1%	Shares	Defined	2024-11-01
2024-06-30	$2,849,782	13,070	+9.5%	Shares	Defined	2024-07-17
2024-03-31	$2,727,763	11,933	+7.9%	Shares	Defined	2024-04-08
2023-12-31	$2,358,362	11,055	+14.5%	Shares	Defined	2024-01-08
2023-09-30	$1,826,037	9,658	-3.5%	Shares	Defined	2023-11-21
2023-06-30	$1,990,689	10,009	-0.3%	Shares	Defined	2023-07-12
2023-03-31	$1,903,561	10,042	+5.1%	Shares	Defined	2023-04-20
2022-12-31	$1,754,274	9,558	+3.6%	Shares	Sole	2023-01-06
2022-09-30	$1,577,498	9,230	+3.4%	Shares	Defined	2022-10-13
2022-06-30	$1,572,485	8,929	+15.6%	Shares	Defined	2022-07-14
2022-03-31	$1,642,141	7,727	+8.7%	Shares	Defined	2022-05-12
2021-12-31	$1,606,705	7,109	-0.7%	Shares	Sole	2022-01-24
2021-09-30	$1,565,458	7,159	+1.2%	Shares	Sole	2021-10-22
2021-03-31	$1,513,973	7,072	+18.5%	Shares	Sole	2021-06-09
2020-12-31	$1,161,460	5,966	+67.1%	Shares	Sole	2021-02-12
2020-09-30	$549,219	3,571	+7.1%	Shares	Sole	2020-10-23
2020-06-30	$485,976	3,335	-35.9%	Shares	Sole	2020-07-29
2020-03-31	$600,518	5,202	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.