LRIA
ESGV icon

Leonard Rickey Investment Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Leonard Rickey Investment Advisors’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.86M Buy
14,034
+66
+0.5% +$8.41K 0.29% 33
2026
Q1 		$1.57M Buy
13,968
+235
+2% +$27.9K 0.27% 36
2025
Q4 		$1.66M Sell
13,733
-1,829
-12% -$219K 0.3% 34
2025
Q3 		$1.84M Sell
15,562
-111
-0.7% -$12.6K 0.35% 34
2025
Q2 		$1.72M Sell
15,673
-1,674
-10% -$169K 0.34% 33
2025
Q1 		$1.64M Buy
17,347
+2,109
+14% +$221K 0.35% 31
2024
Q4 		$1.6M Sell
15,238
-970
-6% -$102K 0.37% 29
2024
Q3 		$1.65M Sell
16,208
-334
-2% -$32.7K 0.37% 31
2024
Q2 		$1.6M Sell
16,542
-357
-2% -$33.1K 0.38% 31
2024
Q1 		$1.57M Sell
16,899
-235
-1% -$20.9K 0.41% 30
2023
Q4 		$1.46M Buy
17,134
+293
+2% +$23.1K 0.43% 29
2023
Q3 		$1.27M Buy
16,841
+450
+3% +$35.3K 0.41% 29
2023
Q2 		$1.28M Sell
16,391
-451
-3% -$33.2K 0.48% 26
2023
Q1 		$1.21M Buy
16,842
+220
+1% +$15.3K 0.47% 25
2022
Q4 		$1.09M Buy
16,622
+135
+0.8% +$9.01K 0.46% 24
2022
Q3 		$1.04M Buy
16,487
+48
+0.3% +$3.37K 0.49% 24
2022
Q2 		$1.09M Buy
16,439
+396
+2% +$28.6K 0.48% 25
2022
Q1 		$1.3M Buy
16,043
+1,485
+10% +$119K 0.5% 25
2021
Q4 		$1.28M Buy
14,558
+1,888
+15% +$161K 0.47% 27
2021
Q3 		$1.01M Buy
12,670
+391
+3% +$32.2K 0.43% 28
2021
Q2 		$999K Sell
12,279
-12,645
-51% -$981K 0.43% 27
2021
Q1 		$1.84M Buy
24,924
+2,252
+10% +$163K 0.74% 16
2020
Q4 		$1.59M Buy
22,672
+13,102
+137% +$865K 0.72% 18
2020
Q3 		$592K Sell
9,570
-238
-2% -$14.5K 0.37% 32
2020
Q2 		$553K Sell
9,808
-866
-8% -$45.5K 0.36% 32
2020
Q1 		$489K Buy
10,674
+61
+0.6% +$3.29K 0.38% 31
2019
Q4 		$600K Buy
10,613
+6,554
+161% +$354K 0.36% 34
2019
Q3 		$211K Buy
+4,059
New +$210K 0.14% 73

Other funds holding ESGV

SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return

Leonard Rickey Investment Advisors's ESGV Position: Q2 2026 in Review

Leonard Rickey Investment Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.47% in Q2 2026, buying an estimated $8.41K and bringing the position to 14,034 shares worth $1.86M. The position accounts for 0.29% of the portfolio, ranked #33.

Leonard Rickey Investment Advisors first reported a position in ESGV in Q3 2019 and has held it in 28 quarters since. 330 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Leonard Rickey Investment Advisors held 14,034 shares of Vanguard ESG US Stock ETF worth $1.86M as of Q2 2026.
  • Leonard Rickey Investment Advisors bought 66 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $8.41K.
  • Vanguard ESG US Stock ETF made up 0.29% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #33 holding.
  • Leonard Rickey Investment Advisors first reported a position in Vanguard ESG US Stock ETF in Q3 2019 and has held it in 28 quarters since.
  • 330 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.