LRIA
VFMV icon

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
Q2 		– Sell
-1,637
Closed -$218K – 132
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

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
SWM
Sculati Wealth Management Bloomfield Hills, Michigan $300M AUM 17.56% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Leonard Rickey Investment Advisors sold out of Vanguard US Minimum Volatility ETF (VFMV) in Q2 2026, closing a stake of 1,637 shares — an estimated $218K sold.

Leonard Rickey Investment Advisors first reported a position in VFMV in Q3 2023 and held it in 11 quarters. The position peaked at $230K in Q3 2025. 89 funds tracked by Wall St. Rank hold VFMV as of Q2 2026.

  • Leonard Rickey Investment Advisors reported no remaining Vanguard US Minimum Volatility ETF position as of Q2 2026 after selling out during the quarter.
  • Leonard Rickey Investment Advisors sold 1,637 Vanguard US Minimum Volatility ETF shares in Q2 2026, an estimated $218K.
  • Leonard Rickey Investment Advisors first reported a position in Vanguard US Minimum Volatility ETF in Q3 2023 and held it in 11 quarters.
  • Leonard Rickey Investment Advisors's Vanguard US Minimum Volatility ETF position peaked at $230K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q2 2026.

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