Leonard Rickey Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.2M | Buy |
277,488
+11,232
| +4% | +$874K | 3.5% | 11 |
|
|
2025
Q4 | $21.6M | Buy |
266,256
+9,288
| +4% | +$754K | 3.91% | 9 |
|
|
2025
Q3 | $20.5M | Buy |
256,968
+42
| +0% | +$3.21K | 3.87% | 10 |
|
|
2025
Q2 | $18.8M | Buy |
256,926
+4,644
| +2% | +$306K | 3.75% | 10 |
|
|
2025
Q1 | $15.2M | Buy |
252,282
+16,362
| +7% | +$1.1M | 3.29% | 12 |
|
|
2024
Q4 | $16.1M | Buy |
235,920
+6,450
| +3% | +$433K | 3.72% | 9 |
|
|
2024
Q3 | $14.7M | Buy |
229,470
+1,986
| +0.9% | +$123K | 3.33% | 12 |
|
|
2024
Q2 | $14.2M | Buy |
227,484
+11,166
| +5% | +$651K | 3.4% | 12 |
|
|
2024
Q1 | $12.4M | Sell |
216,318
-8,958
| -4% | -$493K | 3.21% | 12 |
|
|
2023
Q4 | $11.7M | Sell |
225,276
-1,014
| -0.4% | -$48.9K | 3.46% | 12 |
|
|
2023
Q3 | $10.3M | Buy |
226,290
+62,016
| +38% | +$2.93M | 3.36% | 12 |
|
|
2023
Q2 | $7.75M | Sell |
164,274
-5,568
| -3% | -$241K | 2.92% | 10 |
|
|
2023
Q1 | $7.06M | Sell |
169,842
-17,370
| -9% | -$676K | 2.75% | 10 |
|
|
2022
Q4 | $6.65M | Sell |
187,212
-798
| -0.4% | -$29.4K | 2.81% | 10 |
|
|
2022
Q3 | $6.7M | Sell |
188,010
-5,814
| -3% | -$234K | 3.14% | 8 |
|
|
2022
Q2 | $7.2M | Sell |
193,824
-2,598
| -1% | -$107K | 3.15% | 8 |
|
|
2022
Q1 | $9.41M | Sell |
196,422
-7,824
| -4% | -$370K | 3.59% | 7 |
|
|
2021
Q4 | $10.9M | Buy |
204,246
+8,202
| +4% | +$427K | 4% | 6 |
|
|
2021
Q3 | $9.48M | Buy |
196,044
+3,006
| +2% | +$150K | 3.98% | 6 |
|
|
2021
Q2 | $9.49M | Sell |
193,038
-3,564
| -2% | -$162K | 4.1% | 6 |
|
|
2021
Q1 | $8.42M | Sell |
196,602
-19,164
| -9% | -$820K | 3.38% | 6 |
|
|
2020
Q4 | $9.11M | Buy |
215,766
+6,204
| +3% | +$248K | 4.15% | 5 |
|
|
2020
Q3 | $7.95M | Sell |
209,562
-35,262
| -14% | -$1.3M | 4.97% | 4 |
|
|
2020
Q2 | $8.25M | Buy |
244,824
+1,512
| +0.6% | +$46.5K | 5.37% | 4 |
|
|
2020
Q1 | $6.35M | Buy |
243,312
+2,982
| +1% | +$89.3K | 4.93% | 3 |
|
|
2019
Q4 | $7.3M | Buy |
240,330
+7,686
| +3% | +$222K | 4.41% | 7 |
|
|
2019
Q3 | $6.45M | Sell |
232,644
-4,986
| -2% | -$138K | 4.29% | 6 |
|
|
2019
Q2 | $6.47M | Buy |
237,630
+12,492
| +6% | +$334K | 4.35% | 6 |
|
|
2019
Q1 | $5.87M | Sell |
225,138
-234
| -0.1% | -$5.78K | 4.25% | 6 |
|
|
2018
Q4 | $5.05M | Sell |
225,372
-1,674
| -0.7% | -$40.6K | 4.16% | 6 |
|
|
2018
Q3 | $6.09M | Buy |
227,046
+1,374
| +0.6% | +$35.9K | 4.45% | 6 |
|
|
2018
Q2 | $5.63M | Buy |
225,672
+5,838
| +3% | +$143K | 4.26% | 6 |
|
|
2018
Q1 | $5.2M | Buy |
219,834
+1,254
| +0.6% | +$30.6K | 4.06% | 6 |
|
|
2017
Q4 | $5.12M | Buy |
+218,580
| New | +$5.02M | 3.92% | 7 |
|
Other funds holding VUG
EWA
Leonard Rickey Investment Advisors's VUG Position: Q1 2026 in Review
Leonard Rickey Investment Advisors increased its Vanguard Growth ETF (VUG) stake by 4.2% in Q1 2026, buying an estimated $874K and bringing the position to 277,488 shares worth $20.2M. The position accounts for 3.5% of the portfolio, ranked #11.
Leonard Rickey Investment Advisors first reported a position in VUG in Q4 2017 and has held it in 34 quarters since. The position peaked at $21.6M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.
- Leonard Rickey Investment Advisors held 277,488 shares of Vanguard Growth ETF worth $20.2M as of Q1 2026.
- Leonard Rickey Investment Advisors bought 11,232 Vanguard Growth ETF shares in Q1 2026, an estimated $874K.
- Vanguard Growth ETF made up 3.5% of Leonard Rickey Investment Advisors's portfolio in Q1 2026, its #11 holding.
- Leonard Rickey Investment Advisors first reported a position in Vanguard Growth ETF in Q4 2017 and has held it in 34 quarters since.
- Leonard Rickey Investment Advisors's Vanguard Growth ETF position peaked at $21.6M in Q4 2025.
- 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.
Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.