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Leonard Rickey Investment Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Leonard Rickey Investment Advisors’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.76M Sell
36,714
-690
-2% -$105K 0.9% 17
2026
Q1 		$5.17M Sell
37,404
-298
-0.8% -$42.9K 0.9% 19
2025
Q4 		$5.32M Sell
37,702
-17
-0% -$2.38K 0.96% 19
2025
Q3 		$5.2M Sell
37,719
-260
-0.7% -$34.6K 0.98% 19
2025
Q2 		$4.88M Sell
37,979
-501
-1% -$59.9K 0.97% 20
2025
Q1 		$4.32M Sell
38,480
-1,044
-3% -$125K 0.93% 19
2024
Q4 		$4.64M Sell
39,524
-204
-0.5% -$24.5K 1.07% 17
2024
Q3 		$4.76M Sell
39,728
-114
-0.3% -$13.1K 1.08% 18
2024
Q2 		$4.49M Sell
39,842
-288
-0.7% -$31.8K 1.08% 18
2024
Q1 		$4.43M Sell
40,130
-1,834
-4% -$194K 1.15% 17
2023
Q4 		$4.32M Sell
41,964
-1,276
-3% -$123K 1.28% 14
2023
Q3 		$4.03M Sell
43,240
-2,574
-6% -$250K 1.32% 14
2023
Q2 		$4.44M Sell
45,814
-1,832
-4% -$172K 1.67% 13
2023
Q1 		$4.39M Sell
47,646
-483
-1% -$43.7K 1.71% 13
2022
Q4 		$4.15M Sell
48,129
-558
-1% -$47.7K 1.75% 12
2022
Q3 		$3.84M Sell
48,687
-497
-1% -$43.7K 1.8% 10
2022
Q2 		$4.2M Buy
49,184
+5
+0% +$462 1.84% 10
2022
Q1 		$4.98M Buy
49,179
+2
+0% +$203 1.9% 10
2021
Q4 		$5.28M Sell
49,177
-233
-0.5% -$24.8K 1.94% 10
2021
Q3 		$5.03M Buy
49,410
+6
+0% +$629 2.11% 9
2021
Q2 		$5.13M Buy
49,404
+88
+0.2% +$8.97K 2.22% 8
2021
Q1 		$4.8M Buy
49,316
+3
+0% +$288 1.92% 9
2020
Q4 		$4.57M Buy
49,313
+2,010
+4% +$174K 2.08% 9
2020
Q3 		$3.81M Sell
47,303
-703
-1% -$56.4K 2.39% 9
2020
Q2 		$3.59M Sell
48,006
-50,161
-51% -$3.53M 2.34% 9
2020
Q1 		$6.17M Sell
98,167
-5,537
-5% -$417K 4.78% 5
2019
Q4 		$8.4M Sell
103,704
-3,975
-4% -$309K 5.07% 4
2019
Q3 		$8.06M Sell
107,679
-462
-0.4% -$34.5K 5.36% 4
2019
Q2 		$8.13M Buy
108,141
+364
+0.3% +$27K 5.47% 4
2019
Q1 		$7.89M Sell
107,777
-190
-0.2% -$13.5K 5.71% 4
2018
Q4 		$7.07M Buy
107,967
+10,382
+11% +$727K 5.83% 4
2018
Q3 		$7.4M Sell
97,585
-1,384
-1% -$104K 5.4% 4
2018
Q2 		$7.26M Sell
98,969
-218
-0.2% -$16.3K 5.49% 4
2018
Q1 		$7.3M Buy
99,187
+1,779
+2% +$135K 5.7% 4
2017
Q4 		$7.23M Buy
+97,408
New +$7.08M 5.54% 4

Other funds holding VT

AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Leonard Rickey Investment Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 1.8% in Q2 2026, selling an estimated $105K and leaving 36,714 shares worth $5.76M. The position accounts for 0.9% of the portfolio, ranked #17.

Leonard Rickey Investment Advisors first reported a position in VT in Q4 2017 and has held it in 35 quarters since. The position peaked at $8.4M in Q4 2019. 611 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Leonard Rickey Investment Advisors held 36,714 shares of Vanguard Total World Stock ETF worth $5.76M as of Q2 2026.
  • Leonard Rickey Investment Advisors sold 690 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $105K.
  • Vanguard Total World Stock ETF made up 0.9% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #17 holding.
  • Leonard Rickey Investment Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2017 and has held it in 35 quarters since.
  • Leonard Rickey Investment Advisors's Vanguard Total World Stock ETF position peaked at $8.4M in Q4 2019.
  • 611 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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