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Leonard Rickey Investment Advisors’s Vanguard Core Bond ETF VCRB Stock Holding History

Leonard Rickey Investment Advisors’s Portfolio VCRB Stock Details VCRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.9M Buy
438,604
+57,788
+15% +$4.46M 5.32% 7
2026
Q1 		$29.5M Buy
380,816
+265,220
+229% +$20.7M 5.1% 8
2025
Q4 		$9M Buy
115,596
+22,158
+24% +$1.74M 1.63% 16
2025
Q3 		$7.33M Buy
93,438
+9,797
+12% +$760K 1.38% 17
2025
Q2 		$6.49M Buy
83,641
+6,382
+8% +$489K 1.3% 17
2025
Q1 		$5.89M Buy
77,259
+68,106
+744% +$5.21M 1.27% 17
2024
Q4 		$694K Buy
+9,153
New +$707K 0.16% 51

Other funds holding VCRB

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

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

Leonard Rickey Investment Advisors increased its Vanguard Core Bond ETF (VCRB) stake by 15% in Q2 2026, buying an estimated $4.46M and bringing the position to 438,604 shares worth $33.9M. The position accounts for 5.32% of the portfolio, ranked #7.

Leonard Rickey Investment Advisors first reported a position in VCRB in Q4 2024 and has held it in 7 quarters since. 307 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Leonard Rickey Investment Advisors held 438,604 shares of Vanguard Core Bond ETF worth $33.9M as of Q2 2026.
  • Leonard Rickey Investment Advisors bought 57,788 Vanguard Core Bond ETF shares in Q2 2026, an estimated $4.46M.
  • Vanguard Core Bond ETF made up 5.32% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #7 holding.
  • Leonard Rickey Investment Advisors first reported a position in Vanguard Core Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 307 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

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