LRIA
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Leonard Rickey Investment Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Leonard Rickey Investment Advisors’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$29.9M Sell
93,285
-21,513
-19% -$7.22M 5.18% 7
2025
Q4 		$38.5M Buy
114,798
+2,584
+2% +$860K 6.96% 3
2025
Q3 		$36.8M Buy
112,214
+1,126
+1% +$356K 6.93% 3
2025
Q2 		$33.8M Sell
111,088
-577
-0.5% -$162K 6.74% 3
2025
Q1 		$29.5M Buy
111,665
+1,850
+2% +$537K 6.36% 3
2024
Q4 		$31.8M Buy
109,815
+12,829
+13% +$3.74M 7.33% 3
2024
Q3 		$27.5M Buy
96,986
+2,898
+3% +$790K 6.23% 4
2024
Q2 		$25.2M Buy
94,088
+7,884
+9% +$2.04M 6.03% 4
2024
Q1 		$22.4M Buy
86,204
+8,647
+11% +$2.14M 5.79% 4
2023
Q4 		$18.4M Buy
77,557
+4,018
+5% +$888K 5.45% 6
2023
Q3 		$15.6M Buy
73,539
+22,491
+44% +$4.98M 5.11% 8
2023
Q2 		$11.2M Sell
51,048
-841
-2% -$175K 4.23% 8
2023
Q1 		$10.6M Sell
51,889
-615
-1% -$123K 4.13% 8
2022
Q4 		$10M Buy
52,504
+1,106
+2% +$213K 4.25% 8
2022
Q3 		$9.22M Buy
51,398
+710
+1% +$142K 4.32% 7
2022
Q2 		$9.56M Buy
50,688
+1,409
+3% +$289K 4.18% 7
2022
Q1 		$11.2M Buy
49,279
+1,867
+4% +$420K 4.27% 6
2021
Q4 		$11.4M Buy
47,412
+3,574
+8% +$844K 4.19% 5
2021
Q3 		$9.73M Buy
43,838
+1,520
+4% +$347K 4.08% 5
2021
Q2 		$9.53M Buy
42,318
+2,709
+7% +$588K 4.12% 5
2021
Q1 		$8.19M Sell
39,609
-932
-2% -$189K 3.28% 7
2020
Q4 		$7.89M Buy
40,541
+1,197
+3% +$219K 3.59% 6
2020
Q3 		$6.7M Buy
39,344
+2,894
+8% +$487K 4.19% 5
2020
Q2 		$5.71M Buy
36,450
+2,567
+8% +$379K 3.71% 5
2020
Q1 		$4.37M Buy
33,883
+616
+2% +$95.2K 3.39% 7
2019
Q4 		$5.44M Buy
33,267
+2,451
+8% +$384K 3.29% 8
2019
Q3 		$4.65M Buy
30,816
+629
+2% +$94.8K 3.09% 9
2019
Q2 		$4.53M Buy
30,187
+1,347
+5% +$198K 3.05% 9
2019
Q1 		$4.17M Buy
28,840
+3,335
+13% +$465K 3.02% 9
2018
Q4 		$3.25M Buy
25,505
+345
+1% +$47.6K 2.69% 10
2018
Q3 		$3.77M Sell
25,160
-228
-0.9% -$33.6K 2.75% 9
2018
Q2 		$3.56M Buy
25,388
+1,316
+5% +$184K 2.69% 9
2018
Q1 		$3.27M Buy
24,072
+1,212
+5% +$170K 2.55% 10
2017
Q4 		$3.14M Buy
+22,860
New +$3.06M 2.4% 11

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Leonard Rickey Investment Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 19% in Q1 2026, selling an estimated $7.22M and leaving 93,285 shares worth $29.9M. The position accounts for 5.18% of the portfolio, ranked #7.

Leonard Rickey Investment Advisors first reported a position in VTI in Q4 2017 and has held it in 34 quarters since. The position peaked at $38.5M in Q4 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Leonard Rickey Investment Advisors held 93,285 shares of Vanguard Total Stock Market ETF worth $29.9M as of Q1 2026.
  • Leonard Rickey Investment Advisors sold 21,513 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $7.22M.
  • Vanguard Total Stock Market ETF made up 5.18% of Leonard Rickey Investment Advisors's portfolio in Q1 2026, its #7 holding.
  • Leonard Rickey Investment Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2017 and has held it in 34 quarters since.
  • Leonard Rickey Investment Advisors's Vanguard Total Stock Market ETF position peaked at $38.5M in Q4 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

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