LRIA
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Leonard Rickey Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Leonard Rickey Investment Advisors’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.04M Sell
2,964
-228
-7% -$152K 0.32% 32
2026
Q1 		$1.91M Sell
3,192
-134
-4% -$83.8K 0.33% 31
2025
Q4 		$2.09M Buy
3,326
+16
+0.5% +$9.94K 0.38% 31
2025
Q3 		$2.03M Sell
3,310
-78
-2% -$46K 0.38% 31
2025
Q2 		$1.92M Sell
3,388
-46
-1% -$24.2K 0.38% 30
2025
Q1 		$1.7M Buy
3,434
+24
+0.7% +$13K 0.37% 30
2024
Q4 		$1.84M Buy
3,410
+50
+1% +$27.1K 0.42% 27
2024
Q3 		$1.77M Buy
3,360
+31
+0.9% +$15.8K 0.4% 30
2024
Q2 		$1.66M Sell
3,329
-289
-8% -$139K 0.4% 30
2024
Q1 		$1.74M Buy
3,618
+203
+6% +$92.9K 0.45% 28
2023
Q4 		$1.49M Sell
3,415
-39
-1% -$16K 0.44% 28
2023
Q3 		$1.36M Buy
3,454
+33
+1% +$13.5K 0.44% 28
2023
Q2 		$1.39M Sell
3,421
-181
-5% -$69.8K 0.52% 24
2023
Q1 		$1.35M Sell
3,602
-159
-4% -$58.3K 0.53% 23
2022
Q4 		$1.32M Buy
3,761
+65
+2% +$23K 0.56% 22
2022
Q3 		$1.21M Sell
3,696
-47
-1% -$17.2K 0.57% 22
2022
Q2 		$1.3M Sell
3,743
-61
-2% -$23K 0.57% 21
2022
Q1 		$1.58M Sell
3,804
-49
-1% -$20.1K 0.6% 22
2021
Q4 		$1.68M Buy
3,853
+90
+2% +$38K 0.62% 21
2021
Q3 		$1.48M Hold
3,763
– – 0.62% 21
2021
Q2 		$1.51M Sell
3,763
-40
-1% -$15.4K 0.65% 20
2021
Q1 		$1.39M Buy
3,803
+76
+2% +$27K 0.56% 20
2020
Q4 		$1.28M Buy
3,727
+111
+3% +$36.2K 0.58% 21
2020
Q3 		$1.11M Buy
3,616
+698
+24% +$213K 0.7% 20
2020
Q2 		$827K Buy
2,918
+188
+7% +$50.6K 0.54% 23
2020
Q1 		$647K Buy
2,730
+832
+44% +$233K 0.5% 23
2019
Q4 		$561K Buy
1,898
+32
+2% +$9.05K 0.34% 36
2019
Q3 		$509K Sell
1,866
-204
-10% -$55.4K 0.34% 37
2019
Q2 		$557K Buy
+2,070
New +$548K 0.37% 36

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

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

Leonard Rickey Investment Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 7.1% in Q2 2026, selling an estimated $152K and leaving 2,964 shares worth $2.04M. The position accounts for 0.32% of the portfolio, ranked #32.

Leonard Rickey Investment Advisors first reported a position in VOO in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.09M in Q4 2025. 2,010 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Leonard Rickey Investment Advisors held 2,964 shares of Vanguard S&P 500 ETF worth $2.04M as of Q2 2026.
  • Leonard Rickey Investment Advisors sold 228 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $152K.
  • Vanguard S&P 500 ETF made up 0.32% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #32 holding.
  • Leonard Rickey Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2019 and has held it in 29 quarters since.
  • Leonard Rickey Investment Advisors's Vanguard S&P 500 ETF position peaked at $2.09M in Q4 2025.
  • 2,010 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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