Leonard Rickey Investment Advisors P »

Vanguard Total World Stock Idx shares owned by Leonard Rickey Investment Advisors P

Quarter-by-quarter ownership of Vanguard Total World Stock Idx (VT) shares owned by Leonard Rickey Investment Advisors P from 13F filings

Historical chart of Leonard Rickey Investment Advisors P investment in Vanguard Total World Stock Idx

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All positions including Vanguard Total World Stock Idx held by Leonard Rickey Investment Advisors P consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Total World Stock Idx by Leonard Rickey Investment Advisors P

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.6M 40k 117.48
2024-09-30 $4.8M 40k 119.70
2024-06-30 $4.5M 40k 112.63
2024-03-31 $4.4M 40k 110.50
2023-12-31 $4.3M 42k 102.88
2023-09-30 $4.0M 43k 93.18
2023-06-30 $4.4M 46k 96.98
2023-03-31 $4.4M 48k 92.09
2022-12-31 $4.1M 48k 86.19
2022-09-30 $3.8M 49k 78.87
2022-06-30 $4.2M 49k 85.33
2022-03-31 $5.0M 49k 101.28
2021-12-31 $5.3M 49k 107.43
2021-09-30 $5.0M 49k 101.82
2021-06-30 $5.1M 49k 103.90
2021-03-31 $4.8M 49k 97.29
2020-12-31 $4.6M 49k 92.57
2020-09-30 $3.8M 47k 80.65
2020-06-30 $3.6M 48k 74.80
2020-03-31 $6.2M 98k 62.80
2019-12-31 $8.4M 104k 80.99
2019-09-30 $8.1M 108k 74.82
2019-06-30 $8.1M 108k 75.16
2019-03-31 $7.9M 108k 73.17
2018-12-31 $7.1M 108k 65.46
2018-09-30 $7.4M 98k 75.83
2018-06-30 $7.3M 99k 73.37
2018-03-31 $7.3M 99k 73.63
2017-12-31 $7.2M 97k 74.26

More positions owned by Leonard Rickey Investment Advisors P

Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)

View all positions for Leonard Rickey Investment Advisors P

Top funds holding Vanguard Total World Stock Idx

Texas Treasury Safekeeping Trust Company
Cambridge Associates
Bank of America Corporation
Partners Capital Investment Group
Rockefeller Capital Management
Brandywine Trust Company
Northwestern Mutual Wealth Management Company
Nepc
Royal Bank of Canada
UBS Group
Alliancebernstein
Schroder Investment Management Group
Angeles Wealth Management
Northern Trust
Jane Street

View all funds holding Vanguard Total World Stock Idx