LRIA
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Leonard Rickey Investment Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Leonard Rickey Investment Advisors’s Portfolio VXF Stock Details VXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$926K Sell
3,759
-319
-8% -$73.1K 0.15% 52
2026
Q1 		$839K Sell
4,078
-29
-0.7% -$6.21K 0.15% 51
2025
Q4 		$859K Sell
4,107
-193
-4% -$40.5K 0.16% 53
2025
Q3 		$900K Sell
4,300
-199
-4% -$40.3K 0.17% 48
2025
Q2 		$867K Sell
4,499
-166
-4% -$29.5K 0.17% 49
2025
Q1 		$758K Buy
4,665
+117
+3% +$22.1K 0.16% 47
2024
Q4 		$864K Sell
4,548
-85
-2% -$16.4K 0.2% 46
2024
Q3 		$843K Buy
4,633
+24
+0.5% +$4.2K 0.19% 46
2024
Q2 		$778K Sell
4,609
-197
-4% -$33.2K 0.19% 45
2024
Q1 		$842K Buy
4,806
+46
+1% +$7.64K 0.22% 40
2023
Q4 		$783K Sell
4,760
-77
-2% -$11.3K 0.23% 41
2023
Q3 		$693K Sell
4,837
-583
-11% -$87.4K 0.23% 40
2023
Q2 		$807K Sell
5,420
-83
-2% -$11.6K 0.3% 34
2023
Q1 		$772K Buy
5,503
+149
+3% +$21.1K 0.3% 33
2022
Q4 		$711K Buy
5,354
+46
+0.9% +$6.23K 0.3% 32
2022
Q3 		$675K Sell
5,308
-229
-4% -$32.3K 0.32% 32
2022
Q2 		$726K Sell
5,537
-362
-6% -$52.7K 0.32% 31
2022
Q1 		$977K Buy
5,899
+81
+1% +$13.3K 0.37% 30
2021
Q4 		$1.06M Buy
5,818
+196
+3% +$36.9K 0.39% 28
2021
Q3 		$1.02M Buy
5,622
+306
+6% +$57.1K 0.43% 27
2021
Q2 		$983K Buy
5,316
+68
+1% +$12.4K 0.42% 28
2021
Q1 		$928K Buy
5,248
+16
+0.3% +$2.84K 0.37% 29
2020
Q4 		$862K Buy
5,232
+115
+2% +$17K 0.39% 27
2020
Q3 		$664K Sell
5,117
-724
-12% -$92.2K 0.42% 30
2020
Q2 		$691K Sell
5,841
-807
-12% -$86.6K 0.45% 26
2020
Q1 		$602K Sell
6,648
-7,410
-53% -$862K 0.47% 27
2019
Q4 		$1.77M Buy
14,058
+831
+6% +$100K 1.07% 18
2019
Q3 		$1.54M Sell
13,227
-195
-1% -$23K 1.02% 17
2019
Q2 		$1.59M Sell
13,422
-297
-2% -$34.7K 1.07% 16
2019
Q1 		$1.58M Sell
13,719
-189
-1% -$21.2K 1.15% 16
2018
Q4 		$1.39M Buy
+13,908
New +$1.52M 1.15% 17

Other funds holding VXF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Leonard Rickey Investment Advisors reduced its Vanguard Extended Market ETF (VXF) stake by 7.8% in Q2 2026, selling an estimated $73.1K and leaving 3,759 shares worth $926K. The position accounts for 0.15% of the portfolio, ranked #52.

Leonard Rickey Investment Advisors first reported a position in VXF in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.77M in Q4 2019. 1,071 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Leonard Rickey Investment Advisors held 3,759 shares of Vanguard Extended Market ETF worth $926K as of Q2 2026.
  • Leonard Rickey Investment Advisors sold 319 Vanguard Extended Market ETF shares in Q2 2026, an estimated $73.1K.
  • Vanguard Extended Market ETF made up 0.15% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #52 holding.
  • Leonard Rickey Investment Advisors first reported a position in Vanguard Extended Market ETF in Q4 2018 and has held it in 31 quarters since.
  • Leonard Rickey Investment Advisors's Vanguard Extended Market ETF position peaked at $1.77M in Q4 2019.
  • 1,071 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

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