Leonard Rickey Investment Advisors P.L.L.C.

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1731447 YAKIMA, WA

Position in VIG

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$1,234,014

-$27,523 QoQ

Shares Held

5,738

-0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.85%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,234,014	5,738	-0.0%	Shares	Sole	2026-04-08
2025-12-31	$1,261,537	5,740	+0.1%	Shares	Sole	2026-01-14
2025-09-30	$1,236,908	5,732	+0.5%	Shares	Sole	2025-10-14
2025-06-30	$1,166,823	5,701	+2.5%	Shares	Sole	2025-07-14
2025-03-31	$1,079,166	5,563	+0.4%	Shares	Sole	2025-04-15
2024-12-31	$1,084,702	5,539	-0.2%	Shares	Sole	2025-01-16
2024-09-30	$1,098,836	5,548	+0.8%	Shares	Sole	2024-10-15
2024-06-30	$1,004,755	5,504	-1.0%	Shares	Sole	2024-07-24
2024-03-31	$1,014,946	5,558	+0.2%	Shares	Sole	2024-04-18
2023-12-31	$945,549	5,549	+0.5%	Shares	Sole	2024-01-23
2023-09-30	$858,163	5,523	+5.7%	Shares	Sole	2023-10-17
2023-06-30	$848,534	5,224	0.0%	Shares	Sole	2023-07-27
2023-03-31	$804,548	5,224	-1.6%	Shares	Sole	2023-04-20
2022-12-31	$805,867	5,307	-0.9%	Shares	Sole	2023-01-27
2022-09-30	$723,781	5,355	+0.4%	Shares	Sole	2022-10-31
2022-06-30	$765,412	5,335	+0.1%	Shares	Sole	2022-07-25
2022-03-31	$864,637	5,332	-4.1%	Shares	Sole	2022-04-19
2021-12-31	$955,101	5,561	-0.4%	Shares	Sole	2022-02-01
2021-09-30	$857,241	5,581	+0.1%	Shares	Sole	2021-10-25
2021-06-30	$863,418	5,578	-2.5%	Shares	Sole	2021-07-27
2021-03-31	$841,444	5,721	+2.1%	Shares	Sole	2021-05-06
2020-12-31	$790,834	5,602	-0.7%	Shares	Sole	2021-01-22
2020-09-30	$726,157	5,644	-2.7%	Shares	Sole	2020-10-16
2020-06-30	$679,409	5,798	+7.1%	Shares	Sole	2020-07-21
2020-03-31	$559,753	5,414	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.