LRIA
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Leonard Rickey Investment Advisors’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Leonard Rickey Investment Advisors’s Portfolio VFMV Stock Details VFMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$218K Sell
1,637
-22
-1% -$2.97K 0.04% 107
2025
Q4 		$216K Sell
1,659
-89
-5% -$11.6K 0.04% 111
2025
Q3 		$230K Hold
1,748
– – 0.04% 106
2025
Q2 		$224K Buy
1,748
+1
+0.1% +$125 0.04% 108
2025
Q1 		$212K Buy
1,747
+1
+0.1% +$125 0.05% 104
2024
Q4 		$210K Sell
1,746
-43
-2% -$5.31K 0.05% 105
2024
Q3 		$218K Sell
1,789
-112
-6% -$13.2K 0.05% 105
2024
Q2 		$216K Sell
1,901
-105
-5% -$11.7K 0.05% 97
2024
Q1 		$224K Sell
2,006
-105
-5% -$11.3K 0.06% 85
2023
Q4 		$221K Sell
2,111
-97
-4% -$9.68K 0.07% 76
2023
Q3 		$212K Buy
+2,208
New +$220K 0.07% 77

Other funds holding VFMV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
RFG
RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Leonard Rickey Investment Advisors's VFMV Position: Q1 2026 in Review

Leonard Rickey Investment Advisors reduced its Vanguard US Minimum Volatility ETF (VFMV) stake by 1.3% in Q1 2026, selling an estimated $2.97K and leaving 1,637 shares worth $218K. The position accounts for 0.04% of the portfolio, ranked #107.

Leonard Rickey Investment Advisors first reported a position in VFMV in Q3 2023 and has held it in 11 quarters since. The position peaked at $230K in Q3 2025. 83 funds tracked by Wall St. Rank hold VFMV as of Q1 2026.

  • Leonard Rickey Investment Advisors held 1,637 shares of Vanguard US Minimum Volatility ETF worth $218K as of Q1 2026.
  • Leonard Rickey Investment Advisors sold 22 Vanguard US Minimum Volatility ETF shares in Q1 2026, an estimated $2.97K.
  • Vanguard US Minimum Volatility ETF made up 0.04% of Leonard Rickey Investment Advisors's portfolio in Q1 2026, its #107 holding.
  • Leonard Rickey Investment Advisors first reported a position in Vanguard US Minimum Volatility ETF in Q3 2023 and has held it in 11 quarters since.
  • Leonard Rickey Investment Advisors's Vanguard US Minimum Volatility ETF position peaked at $230K in Q3 2025.
  • 83 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q1 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.