David Vaughan Investments
Latest statistics and disclosures from Vaughan David Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are LRCX, AVGO, JPM, MSFT, CSCO, and represent 13.55% of Vaughan David Investments's stock portfolio.
- Added to shares of these 10 stocks: HBAN (+$44M), DRI (+$39M), HON (+$28M), HONA (+$28M), MSI, CRM, ADP, ABT, PGR, ACN.
- Started 16 new stock positions in AGNC, VGT, GRAB, IVW, VRT, CHRW, PANW, IVPAF, MS, SOXX. HONA, HON, ONTO, XLB, MO, HBAN.
- Reduced shares in these 10 stocks: Honeywell International (-$56M), RF (-$49M), TGT (-$34M), ZTS (-$15M), LRCX (-$14M), CAT (-$5.3M), AVGO, ORCL, GS, XLK.
- Sold out of its positions in GLW, EVT, Honeywell International, NFG, WBD.
- Vaughan David Investments was a net seller of stock by $-6.5M.
- Vaughan David Investments has $5.0B in assets under management (AUM), dropping by 6.18%.
- Central Index Key (CIK): 0001063571
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Portfolio Holdings for Vaughan David Investments
Vaughan David Investments holds 245 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Lam Research Corp lrcx (LRCX) | 4.3 | $216M | -6% | 499k | 433.33 |
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| Broadcom avgo (AVGO) | 2.9 | $147M | -3% | 389k | 377.75 |
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| Jp Morgan Chase & Co jpm (JPM) | 2.1 | $108M | 330k | 327.33 |
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| Microsoft Corp msft (MSFT) | 2.1 | $105M | 281k | 373.02 |
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| Cisco Systems csco (CSCO) | 2.1 | $105M | 891k | 117.46 |
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| Deere & Co de (DE) | 1.9 | $96M | 151k | 634.33 |
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| Alphabet Inc Cl A googl (GOOGL) | 1.7 | $86M | 242k | 357.37 |
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| Abbvie abbv (ABBV) | 1.7 | $83M | 331k | 251.64 |
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| Entergy Corp etr (ETR) | 1.6 | $80M | 694k | 114.86 |
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| Goldman Sachs Group gs (GS) | 1.6 | $80M | 79k | 1011.37 |
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| Johnson & Johnson jnj (JNJ) | 1.6 | $79M | 309k | 253.97 |
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| American Express axp (AXP) | 1.5 | $77M | 227k | 338.25 |
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| Eaton Corporation Plc F etn (ETN) | 1.5 | $75M | 176k | 426.12 |
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| Williams Cos wmb (WMB) | 1.4 | $70M | 946k | 74.34 |
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| Citigroup c (C) | 1.3 | $66M | 472k | 139.96 |
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| American Electric Power aep (AEP) | 1.3 | $66M | 481k | 136.81 |
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| Unitedhealth Group unh (UNH) | 1.3 | $65M | 157k | 415.63 |
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| Caterpillar cat (CAT) | 1.3 | $65M | -7% | 61k | 1064.90 |
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| Allstate Corp all (ALL) | 1.2 | $62M | 262k | 237.94 |
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| Nextera Energy nee (NEE) | 1.2 | $62M | 706k | 87.77 |
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| Nisource ni (NI) | 1.2 | $62M | 1.3M | 47.55 |
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| Alliant Energy Corp lnt (LNT) | 1.2 | $60M | 779k | 76.29 |
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| Wec Energy Group wec (WEC) | 1.2 | $59M | 504k | 116.77 |
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| Lincoln Electric Holdings leco (LECO) | 1.2 | $58M | 219k | 265.51 |
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| Xcel Energy xel (XEL) | 1.2 | $58M | 720k | 80.30 |
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| Philip Morris Intl pm (PM) | 1.1 | $57M | 313k | 180.91 |
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| Southern so (SO) | 1.1 | $57M | 590k | 95.71 |
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| Dte Energy Company dte (DTE) | 1.1 | $55M | 360k | 152.37 |
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| Apollo Global Management apo (APO) | 1.1 | $55M | 463k | 118.31 |
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| Exxon Mobil Corporation Old 7/2/26 xomOLD (XOM) | 1.1 | $54M | 398k | 136.72 |
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| Conocophillips cop (COP) | 1.1 | $54M | 521k | 103.96 |
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| Chevron Corporation cvx (CVX) | 1.1 | $54M | 326k | 165.76 |
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| Reinsurance Group Of America rga (RGA) | 1.1 | $54M | 253k | 212.65 |
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| Duke Energy Holding Corp duk (DUK) | 1.1 | $54M | 425k | 126.58 |
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| Merck And mrk (MRK) | 1.1 | $54M | 419k | 128.50 |
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| Blackrock blk (BLK) | 1.0 | $52M | 54k | 961.57 |
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| Coca Cola ko (KO) | 1.0 | $52M | 640k | 81.27 |
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| Us Bancorp usb (USB) | 1.0 | $50M | 835k | 60.40 |
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| Astrazeneca azn (AZN) | 1.0 | $50M | 262k | 189.62 |
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| Cheniere Energy lng (LNG) | 1.0 | $50M | 207k | 239.01 |
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| S&p Global spgi (SPGI) | 1.0 | $50M | 122k | 407.26 |
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| Lockheed Martin Corp lmt (LMT) | 0.9 | $47M | 93k | 509.46 |
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| Home Depot hd (HD) | 0.9 | $45M | 129k | 352.68 |
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| Waste Management wm (WM) | 0.9 | $45M | 204k | 222.88 |
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| Procter & Gamble pg (PG) | 0.9 | $45M | 309k | 146.64 |
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| Centerpoint Energy cnp (CNP) | 0.9 | $45M | +3% | 1.0M | 44.04 |
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| Siemens Ag-spons siegy (SIEGY) | 0.9 | $45M | 277k | 160.91 |
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| Huntington Bancshares hban (HBAN) | 0.9 | $44M | NEW | 2.5M | 17.73 |
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| Marsh & Mclennan Cos mrsh (MRSH) | 0.9 | $44M | 266k | 166.67 |
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| Cvs Health Corp cvs (CVS) | 0.9 | $44M | 427k | 103.45 |
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| At&t t (T) | 0.9 | $44M | 2.1M | 20.70 |
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| Ishares Core Dividend Growth Etf dgro (DGRO) | 0.9 | $44M | 576k | 75.79 |
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| Verizon Communications vz (VZ) | 0.9 | $44M | 1.0M | 42.34 |
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| Cigna Group ci (CI) | 0.9 | $43M | +2% | 156k | 275.68 |
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| Sysco Corp syy (SYY) | 0.8 | $43M | +2% | 510k | 83.58 |
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| Pepsico pep (PEP) | 0.8 | $42M | +2% | 313k | 135.40 |
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| Resmed rmd (RMD) | 0.8 | $42M | +3% | 216k | 194.88 |
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| Service Corp Intl sci (SCI) | 0.8 | $42M | +2% | 548k | 75.96 |
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| Abbott Laboratories abt (ABT) | 0.8 | $42M | +7% | 457k | 90.74 |
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| Eog Resources eog (EOG) | 0.8 | $41M | 318k | 129.73 |
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| Air Prods & Chems apd (APD) | 0.8 | $41M | 140k | 293.18 |
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| Automatic Data Processing adp (ADP) | 0.8 | $40M | +8% | 178k | 223.95 |
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| Genuine Parts gpc (GPC) | 0.8 | $40M | +2% | 338k | 117.98 |
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| Darden Restaurants dri (DRI) | 0.8 | $40M | +5192% | 192k | 206.01 |
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| United Parcel Service B ups (UPS) | 0.8 | $39M | +2% | 366k | 107.50 |
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| Schlumberger slb (SLB) | 0.8 | $38M | 815k | 46.49 |
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| Schwab Us Dvd Equity Etf schd (SCHD) | 0.8 | $38M | 1.2M | 31.71 |
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| Gilead Sciences gild (GILD) | 0.7 | $37M | +3% | 293k | 126.34 |
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| Ppg Industries ppg (PPG) | 0.7 | $37M | 302k | 121.29 |
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| Intercontinental Exchange ice (ICE) | 0.7 | $37M | +2% | 297k | 123.11 |
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| Omnicom Group omc (OMC) | 0.7 | $36M | +2% | 499k | 72.83 |
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| Kimberly Clark Corp kmb (KMB) | 0.7 | $36M | +4% | 330k | 109.77 |
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| The Walt Disney dis (DIS) | 0.7 | $36M | +2% | 373k | 96.25 |
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| Mondelez Intl mdlz (MDLZ) | 0.7 | $36M | 614k | 57.84 |
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| Motorola Solutions msi (MSI) | 0.7 | $36M | +15% | 85k | 415.29 |
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| Constellation Energy Corp ceg (CEG) | 0.7 | $34M | 136k | 248.37 |
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| Progressive Corp pgr (PGR) | 0.7 | $33M | +5% | 153k | 218.45 |
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| Medtronic mdt (MDT) | 0.6 | $33M | +2% | 416k | 78.23 |
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| Oracle Corp orcl (ORCL) | 0.6 | $31M | -9% | 212k | 146.55 |
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| Salesforce crm (CRM) | 0.6 | $31M | +13% | 195k | 156.66 |
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| Invesco S&p 500 Equal Weight Etf rsp (RSP) | 0.6 | $28M | 131k | 212.77 |
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| Honeywell Intl hon (HON) | 0.6 | $28M | NEW | 125k | 223.90 |
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| Texas Instruments txn (TXN) | 0.5 | $28M | -2% | 92k | 298.07 |
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| Honeywell Aerospace hona (HONA) | 0.5 | $28M | NEW | 124k | 221.08 |
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| Constellation Brands stz (STZ) | 0.5 | $27M | +3% | 195k | 139.09 |
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| Amdocs dox (DOX) | 0.5 | $25M | 497k | 50.54 |
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| Accenture Plc-cl A acn (ACN) | 0.4 | $21M | +9% | 169k | 124.44 |
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| Regions Financial Corp rf (RF) | 0.4 | $19M | -72% | 624k | 30.20 |
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| Amgen amgn (AMGN) | 0.4 | $18M | -2% | 49k | 362.13 |
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| Utilities Select Sector Spdr xlu (XLU) | 0.3 | $16M | +2% | 360k | 45.34 |
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| Rli Corp rli (RLI) | 0.3 | $16M | -4% | 270k | 59.07 |
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| Pnc Financial Services Group pnc (PNC) | 0.2 | $12M | 48k | 246.21 |
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| General Dynamics Corp gd (GD) | 0.2 | $11M | 32k | 354.23 |
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| Apple aapl (AAPL) | 0.2 | $10M | 36k | 289.35 |
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| Financial Select Sector Spdr xlf (XLF) | 0.2 | $10M | 188k | 53.61 |
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| Invesco Bulletshares 2027 Corp Bond bscr (BSCR) | 0.2 | $9.9M | 503k | 19.62 |
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| Invesco Bulletshares 2028 Corp Bond bscs (BSCS) | 0.2 | $9.4M | +2% | 462k | 20.36 |
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| Invesco Bulletshares 2029 Corp Bond bsct (BSCT) | 0.2 | $9.2M | +2% | 496k | 18.57 |
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| Invesco Bulletshares 2030 Corp Bond bscu (BSCU) | 0.2 | $8.1M | +4% | 489k | 16.64 |
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| Brown & Brown bro (BRO) | 0.1 | $7.3M | 113k | 64.15 |
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| Intel Corporation intc (INTC) | 0.1 | $6.9M | 50k | 139.63 |
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| Target Corp tgt (TGT) | 0.1 | $6.5M | -83% | 50k | 130.62 |
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| Qualcomm qcom (QCOM) | 0.1 | $6.2M | 33k | 184.79 |
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| Invesco Bulletshares 2031 Corp Bond bscv (BSCV) | 0.1 | $6.1M | +8% | 374k | 16.39 |
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| Capital One Financial Corp cof (COF) | 0.1 | $6.0M | 30k | 200.63 |
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| Health Care Select Sector Spdr xlv (XLV) | 0.1 | $5.6M | 35k | 158.66 |
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| Communication Serv Sel Sec Spdr Etf xlc (XLC) | 0.1 | $5.2M | +4% | 49k | 107.14 |
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| Industrial Select Sector Spdr xli (XLI) | 0.1 | $5.0M | +11% | 27k | 185.24 |
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| Invesco Bulletshares 2026 Corp Bond bscq (BSCQ) | 0.1 | $4.8M | -3% | 244k | 19.52 |
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| Dt Midstream dtm (DTM) | 0.1 | $4.3M | 30k | 146.74 |
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| Technology Select Sector Spdr xlk (XLK) | 0.1 | $4.2M | -24% | 22k | 190.51 |
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| Firstenergy Corp fe (FE) | 0.1 | $4.0M | -2% | 85k | 47.54 |
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| Norfolk Southern Corp nsc (NSC) | 0.1 | $4.0M | 13k | 314.57 |
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| Rpm International rpm (RPM) | 0.1 | $3.7M | 33k | 111.16 |
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| Exelon Corporation exc (EXC) | 0.1 | $3.7M | 80k | 46.62 |
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| Walmart wmt (WMT) | 0.1 | $3.5M | 31k | 113.27 |
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| Nvidia Corp nvda (NVDA) | 0.1 | $3.2M | +41% | 16k | 200.11 |
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| Solstice Adv Materials sols (SOLS) | 0.1 | $3.1M | -17% | 35k | 88.61 |
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| Eversource Energy es (ES) | 0.1 | $3.0M | -3% | 42k | 72.26 |
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| Energy Select Sector Spdr xle (XLE) | 0.1 | $2.9M | +48% | 55k | 53.11 |
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| Dominion Energy d (D) | 0.1 | $2.7M | -10% | 39k | 68.29 |
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| Eli Lilly & Co lly (LLY) | 0.1 | $2.7M | -31% | 2.2k | 1199.64 |
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| Charles Schwab Corp schw (SCHW) | 0.1 | $2.6M | 28k | 92.28 |
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| Intl Business Machines Corp ibm (IBM) | 0.0 | $2.4M | 8.5k | 281.26 |
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| Berkshire Hathaway Cl B brkb (BRK.B) | 0.0 | $2.2M | +3% | 4.5k | 500.45 |
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| Spdr Gold Minishares Trust Etf gldm (GLDM) | 0.0 | $2.1M | 27k | 79.44 |
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| Consolidated Edison ed (ED) | 0.0 | $2.1M | -5% | 19k | 110.63 |
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| General Mills gis (GIS) | 0.0 | $2.1M | -7% | 59k | 34.80 |
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| Spdr S&p 500 Etf Trust spy (SPY) | 0.0 | $2.0M | 2.6k | 746.68 |
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| Travelers Companies trv (TRV) | 0.0 | $2.0M | 5.9k | 330.13 |
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| Bp Plc-spons bp (BP) | 0.0 | $1.9M | 51k | 36.96 |
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| Costco Wholesale Corp cost (COST) | 0.0 | $1.8M | +5% | 2.0k | 935.53 |
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| Alphabet Inc Cl C goog (GOOG) | 0.0 | $1.8M | 5.1k | 353.31 |
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| Micron Technology mu (MU) | 0.0 | $1.8M | -12% | 1.6k | 1154.39 |
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| Zoetis zts (ZTS) | 0.0 | $1.8M | -89% | 24k | 71.86 |
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| Mccormick & Co mkc (MKC) | 0.0 | $1.7M | 34k | 50.41 |
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| Applied Materials amat (AMAT) | 0.0 | $1.7M | -4% | 2.3k | 722.78 |
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| Mcdonalds Corporation mcd (MCD) | 0.0 | $1.7M | 6.1k | 270.36 |
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| First Trust Enha Short Maturity Etf ftsm (FTSM) | 0.0 | $1.5M | 25k | 59.72 |
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| Csx Corp csx (CSX) | 0.0 | $1.4M | -2% | 29k | 47.52 |
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| Amazon.com amzn (AMZN) | 0.0 | $1.3M | -28% | 5.6k | 238.32 |
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| Vanguard Morningstar Value Etf vtv (VTV) | 0.0 | $1.3M | 6.1k | 217.96 |
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| Starbucks Corp sbux (SBUX) | 0.0 | $1.3M | 13k | 102.21 |
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| Lowes Cos low (LOW) | 0.0 | $1.3M | 5.9k | 220.48 |
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| Bank Of New York Mellon Corp bny (BNY) | 0.0 | $1.3M | -10% | 8.9k | 144.64 |
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| Stryker Corp syk (SYK) | 0.0 | $1.3M | 4.1k | 314.85 |
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| Commerce Bancshares cbsh (CBSH) | 0.0 | $1.2M | -2% | 21k | 57.77 |
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| Invesco Qqq Trust Series 1 qqq (QQQ) | 0.0 | $1.2M | +8% | 1.6k | 736.41 |
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| American International Grp aig (AIG) | 0.0 | $1.2M | -2% | 16k | 74.56 |
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| Booz Allen Hamilton Holding Corp bah (BAH) | 0.0 | $1.2M | -40% | 19k | 60.66 |
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| Spdr S&p Midcap 400 Etf mdy (MDY) | 0.0 | $1.1M | 1.6k | 703.57 |
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| Enbridge enb (ENB) | 0.0 | $1.1M | 21k | 54.19 |
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| Meta Platforms Inc Cl A meta (META) | 0.0 | $1.0M | -6% | 1.9k | 563.21 |
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| Portland General Electric por (POR) | 0.0 | $1.0M | 20k | 51.81 |
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| Vaneck Vectors Semiconductor smh (SMH) | 0.0 | $986k | -11% | 1.5k | 656.02 |
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| Blackstone bx (BX) | 0.0 | $977k | 8.3k | 117.64 |
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| Vanguard Dividend Appreciation Etf vig (VIG) | 0.0 | $974k | 4.1k | 236.64 |
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| Ameren Corporation aee (AEE) | 0.0 | $955k | +2% | 8.5k | 113.02 |
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| Visa Inc Class A Shares v (V) | 0.0 | $939k | 2.7k | 343.08 |
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| 3m Company mmm (MMM) | 0.0 | $883k | -2% | 5.5k | 161.81 |
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| Union Pacific Corp unp (UNP) | 0.0 | $844k | 3.1k | 272.08 |
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| Williams Sonoma wsm (WSM) | 0.0 | $839k | 3.6k | 233.06 |
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| Phillips Edison & Co peco (PECO) | 0.0 | $827k | 20k | 41.60 |
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| Spdr Gold Trust gld (GLD) | 0.0 | $791k | 2.1k | 368.42 |
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| Ge Aerospace ge (GE) | 0.0 | $761k | 2.0k | 373.96 |
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| Berkshire Hathaway Cl A brk.a (BRK.A) | 0.0 | $749k | 1.00 | 749000.00 |
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| Ch Robinson Worldwide chrw (CHRW) | 0.0 | $709k | NEW | 3.8k | 188.31 |
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| Ss Spdr Dow Jones Indus Avg dia (DIA) | 0.0 | $708k | 1.4k | 522.51 |
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| Ge Vernova gev (GEV) | 0.0 | $666k | 567.00 | 1174.60 |
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| Consumer Staples Select Sector Spdr xlp (XLP) | 0.0 | $598k | -11% | 7.2k | 83.06 |
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| Aflac afl (AFL) | 0.0 | $591k | 5.0k | 117.19 |
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| Ishares Russell Midcap Growth Etf iwp (IWP) | 0.0 | $576k | 3.9k | 146.38 |
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| Vanguard Morningstar Total Stock Mk vti (VTI) | 0.0 | $571k | +140% | 1.5k | 369.82 |
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| Materials Select Sector Spdr xlb (XLB) | 0.0 | $553k | NEW | 11k | 50.83 |
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| Phillips 66 psx (PSX) | 0.0 | $543k | 3.2k | 168.90 |
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| O'reilly Automotive orly (ORLY) | 0.0 | $536k | 5.8k | 92.10 |
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| Trane Technologies tt (TT) | 0.0 | $530k | 1.1k | 490.74 |
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| First Horizon Corp fhn (FHN) | 0.0 | $516k | 20k | 25.62 |
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| Schwab Us Large Cap Val schv (SCHV) | 0.0 | $506k | 15k | 34.78 |
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| Truist Financial Corp tfc (TFC) | 0.0 | $503k | +5% | 10k | 49.83 |
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| Schwab Us Large Growth Etf schg (SCHG) | 0.0 | $499k | +51% | 15k | 33.87 |
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| Shell shel (SHEL) | 0.0 | $496k | -6% | 6.4k | 77.58 |
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| Western Digital Corp wdc (WDC) | 0.0 | $493k | -14% | 772.00 | 638.60 |
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| Oge Energy Corp oge (OGE) | 0.0 | $482k | 9.9k | 48.69 |
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| Northrop Grumman Corp noc (NOC) | 0.0 | $480k | 943.00 | 509.01 |
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| Quanta Services pwr (PWR) | 0.0 | $479k | 665.00 | 720.30 |
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| Bloom Energy Corp be (BE) | 0.0 | $460k | -66% | 1.5k | 302.63 |
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| Emerson Electric emr (EMR) | 0.0 | $458k | -4% | 3.2k | 143.12 |
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| Ishares Russell Midcap Value Etf iws (IWS) | 0.0 | $417k | 2.5k | 164.63 |
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| Vanguard Ftse Emerging Markets Etf vwo (VWO) | 0.0 | $413k | -37% | 6.9k | 59.75 |
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| Edison International eix (EIX) | 0.0 | $408k | 5.5k | 74.37 |
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| Bristol Myers Squibb bmy (BMY) | 0.0 | $407k | -2% | 7.1k | 57.60 |
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| Boeing ba (BA) | 0.0 | $398k | 1.8k | 216.42 |
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| Ishares Russell 2000 Growth Etf iwo (IWO) | 0.0 | $394k | 1.0k | 394.00 |
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| Colgate Palmolive cl (CL) | 0.0 | $393k | 4.3k | 91.78 |
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| Freeport Mcmoran fcx (FCX) | 0.0 | $366k | 5.8k | 62.87 |
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| Vanguard Morningstar Growth Etf vug (VUG) | 0.0 | $361k | +500% | 4.2k | 86.20 |
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| Ishares Russell Midcap Etf iwr (IWR) | 0.0 | $356k | 3.2k | 110.22 |
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| Bank Of America Corp bac (BAC) | 0.0 | $351k | 6.2k | 56.95 |
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| Evergy evrg (EVRG) | 0.0 | $348k | 4.0k | 86.55 |
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| Sherwin Williams shw (SHW) | 0.0 | $343k | 995.00 | 344.72 |
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| Pfizer pfe (PFE) | 0.0 | $340k | 14k | 24.10 |
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| Illinois Tool Works itw (ITW) | 0.0 | $330k | -7% | 1.2k | 270.49 |
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| Ishares 0-5 Year Tips Bond stip (STIP) | 0.0 | $327k | 3.2k | 102.19 |
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| Technipfmc fti (FTI) | 0.0 | $325k | +25% | 4.9k | 66.20 |
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| Ishares Core S&p 500 Etf ivv (IVV) | 0.0 | $317k | +31% | 423.00 | 749.41 |
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| Tesla tsla (TSLA) | 0.0 | $309k | 735.00 | 420.41 |
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| Intuitive Surgical isrg (ISRG) | 0.0 | $307k | 773.00 | 397.15 |
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| Vaneck Vectors Fallen Angel High Yi angl (ANGL) | 0.0 | $303k | 10k | 29.22 |
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| Ishares Russell 2000 Etf iwm (IWM) | 0.0 | $301k | +17% | 1.0k | 300.10 |
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| Ebay ebay (EBAY) | 0.0 | $292k | -7% | 2.6k | 111.75 |
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| Wells Fargo & Company wfc (WFC) | 0.0 | $292k | 3.5k | 82.56 |
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| Palo Alto Networks panw (PANW) | 0.0 | $282k | NEW | 826.00 | 341.40 |
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| Caseys Gen Stores casy (CASY) | 0.0 | $281k | 353.00 | 796.03 |
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| Mckesson Corporation mck (MCK) | 0.0 | $277k | 366.00 | 756.83 |
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| Sempra sre (SRE) | 0.0 | $277k | 3.0k | 92.58 |
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| Vanguard Info Tech Etf vgt (VGT) | 0.0 | $275k | NEW | 2.3k | 119.67 |
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| Mastercard ma (MA) | 0.0 | $273k | 532.00 | 513.16 |
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| Cummins cmi (CMI) | 0.0 | $271k | 380.00 | 713.16 |
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| Yum! Brands yum (YUM) | 0.0 | $264k | +3% | 1.7k | 159.90 |
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| T Rowe Price Associates trow (TROW) | 0.0 | $260k | -7% | 2.3k | 113.84 |
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| Ishares Tr Russell 1000 Value Etf iwd (IWD) | 0.0 | $258k | 1.1k | 242.71 |
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| Ishares Semiconductor Etf soxx (SOXX) | 0.0 | $256k | NEW | 400.00 | 640.00 |
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| Vaneck Oil Refiners Etf crak (CRAK) | 0.0 | $249k | 5.4k | 46.11 |
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| Ishares S&p500 Value Index Etf ive (IVE) | 0.0 | $247k | 1.1k | 227.02 |
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| Vanguard Short-term Corporate Etf vcsh (VCSH) | 0.0 | $246k | 3.1k | 79.18 |
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| The Hershey Company hsy (HSY) | 0.0 | $240k | 1.4k | 175.18 |
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| Nestle Sa nsrgy (NSRGY) | 0.0 | $237k | 2.3k | 102.78 |
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| Archer Daniels Midland adm (ADM) | 0.0 | $234k | -2% | 3.1k | 76.35 |
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| Vanguard Morningstar Small Cap Valu vbr (VBR) | 0.0 | $231k | 952.00 | 242.65 |
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| Comcast Corp Class A cmcsa (CMCSA) | 0.0 | $229k | -5% | 9.3k | 24.59 |
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| Enterprise Products epd (EPD) | 0.0 | $225k | 6.1k | 36.72 |
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| Rtx Corp rtx (RTX) | 0.0 | $220k | -4% | 1.2k | 190.15 |
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| Schwab Us Aggregate Bond Etf schz (SCHZ) | 0.0 | $219k | 9.5k | 23.17 |
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| Consumer Disc Select Sector Spdr xly (XLY) | 0.0 | $219k | -6% | 1.9k | 117.17 |
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| Altria Group mo (MO) | 0.0 | $216k | NEW | 3.0k | 72.00 |
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| Tc Energy Corp trp (TRP) | 0.0 | $215k | -8% | 3.2k | 66.24 |
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| Vertiv Holdings Co-a vrt (VRT) | 0.0 | $211k | NEW | 630.00 | 334.92 |
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| Ishares S&p 500 Growth Etf ivw (IVW) | 0.0 | $207k | NEW | 1.5k | 137.45 |
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| Morgan Stanley ms (MS) | 0.0 | $207k | NEW | 989.00 | 209.30 |
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| Onto Innovation onto (ONTO) | 0.0 | $203k | NEW | 537.00 | 378.03 |
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| Agnc Investment Corp agnc (AGNC) | 0.0 | $143k | NEW | 13k | 10.92 |
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| Ivanhoe Mines Ltd Class A ivpaf (IVPAF) | 0.0 | $80k | NEW | 10k | 7.84 |
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| Abcellera Biologics abcl (ABCL) | 0.0 | $78k | 10k | 7.80 |
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| Grab Holdings grab (GRAB) | 0.0 | $60k | NEW | 16k | 3.75 |
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Past Filings by Vaughan David Investments
SEC 13F filings are viewable for Vaughan David Investments going back to 2010
- Vaughan David Investments 2026 Q2 filed Aug. 11, 2026
- Vaughan David Investments 2026 Q1 filed May 12, 2026
- Vaughan David Investments 2025 Q4 filed Feb. 12, 2026
- Vaughan David Investments 2025 Q3 filed Oct. 29, 2025
- Vaughan David Investments 2025 Q2 filed July 31, 2025
- Vaughan David Investments 2025 Q1 filed May 13, 2025
- Vaughan David Investments 2024 Q4 filed Feb. 4, 2025
- Vaughan David Investments 2024 Q3 filed Nov. 4, 2024
- Vaughan David Investments 2024 Q2 filed Aug. 7, 2024
- Vaughan David Investments 2024 Q1 filed May 13, 2024
- Vaughan David Investments 2023 Q4 filed Jan. 29, 2024
- Vaughan David Investments 2023 Q3 filed Nov. 7, 2023
- Vaughan David Investments 2023 Q2 filed Aug. 2, 2023
- Vaughan David Investments 2023 Q1 filed May 2, 2023
- Vaughan David Investments 2022 Q4 filed Feb. 7, 2023
- Vaughan David Investments 2022 Q3 filed Nov. 14, 2022