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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Leonard Rickey Investment Advisors reduced its Vanguard Extended Market ETF (VXF) stake by 0.71% in Q1 2026, selling an estimated $6.21K and leaving 4,078 shares worth $839K. The position accounts for 0.15% of the portfolio, ranked #51.

Leonard Rickey Investment Advisors first reported a position in VXF in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.77M in Q4 2019. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

Leonard Rickey Investment Advisors held 4,078 shares of Vanguard Extended Market ETF worth $839K as of Q1 2026.
Leonard Rickey Investment Advisors sold 29 Vanguard Extended Market ETF shares in Q1 2026, an estimated $6.21K.
Vanguard Extended Market ETF made up 0.15% of Leonard Rickey Investment Advisors's portfolio in Q1 2026, its #51 holding.
Leonard Rickey Investment Advisors first reported a position in Vanguard Extended Market ETF in Q4 2018 and has held it in 30 quarters since.
Leonard Rickey Investment Advisors's Vanguard Extended Market ETF position peaked at $1.77M in Q4 2019.
1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

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