David Vaughan Investments
Latest statistics and disclosures from Vaughan David Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AVGO, LRCX, MSFT, JPM, DE, and represent 11.09% of Vaughan David Investments's stock portfolio.
- Added to shares of these 10 stocks: MSI (+$32M), ADP (+$30M), CNP (+$12M), RSP (+$6.4M), PGR (+$6.1M), CRM, GLDM, ZTS, ACN, SPGI.
- Started 14 new stock positions in TRP, CMI, BE, WDC, NFG, IWM, ABCL, EPD, TT, MSI. GLW, EVT, CASY, GLDM.
- Reduced shares in these 10 stocks: AZN (-$49M), ORCL (-$30M), BAH (-$27M), LRCX (-$9.7M), D (-$8.9M), AVGO, CAT, CEG, GOOGL, SOLS.
- Sold out of its positions in CHRW, F, IVW, MET, SSNC.
- Vaughan David Investments was a net seller of stock by $-7.0M.
- Vaughan David Investments has $4.7B in assets under management (AUM), dropping by 2.91%.
- Central Index Key (CIK): 0001063571
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Portfolio Holdings for Vaughan David Investments
Vaughan David Investments holds 234 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Broadcom avgo (AVGO) | 2.6 | $124M | -3% | 402k | 309.51 |
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| Lam Research Corp lrcx (LRCX) | 2.4 | $114M | -7% | 532k | 213.66 |
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| Microsoft Corp msft (MSFT) | 2.2 | $104M | 280k | 370.17 |
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| Jp Morgan Chase & Co jpm (JPM) | 2.1 | $97M | 331k | 294.16 |
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| Deere & Co de (DE) | 1.8 | $86M | 152k | 563.30 |
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| Entergy Corp etr (ETR) | 1.7 | $79M | 705k | 112.36 |
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| Johnson & Johnson jnj (JNJ) | 1.6 | $76M | 310k | 244.44 |
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| Abbvie abbv (ABBV) | 1.5 | $72M | 333k | 217.49 |
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| Alphabet Inc Cl A googl (GOOGL) | 1.5 | $70M | 244k | 287.56 |
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| Cisco Systems csco (CSCO) | 1.5 | $70M | 901k | 77.59 |
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| Conocophillips cop (COP) | 1.5 | $69M | 523k | 132.00 |
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| Williams Cos wmb (WMB) | 1.5 | $69M | 945k | 72.78 |
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| American Express axp (AXP) | 1.5 | $69M | 227k | 302.48 |
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| Goldman Sachs Group gs (GS) | 1.4 | $68M | 80k | 845.98 |
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| Exxon Mobil Corporation xom (XOM) | 1.4 | $67M | 397k | 169.66 |
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| Chevron Corporation cvx (CVX) | 1.4 | $67M | 325k | 206.90 |
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| Nextera Energy nee (NEE) | 1.4 | $65M | 701k | 92.88 |
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| Eaton Corporation Plc F etn (ETN) | 1.3 | $63M | 177k | 357.67 |
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| American Electric Power aep (AEP) | 1.3 | $63M | 481k | 131.08 |
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| At&t t (T) | 1.3 | $61M | 2.1M | 28.99 |
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| Nisource ni (NI) | 1.3 | $60M | 1.3M | 46.66 |
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| Regions Financial Corp rf (RF) | 1.2 | $59M | 2.3M | 26.12 |
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| Cheniere Energy lng (LNG) | 1.2 | $58M | 205k | 283.76 |
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| Wec Energy Group wec (WEC) | 1.2 | $58M | +2% | 498k | 115.77 |
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| Xcel Energy xel (XEL) | 1.2 | $57M | 721k | 79.44 |
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| Southern so (SO) | 1.2 | $56M | 581k | 96.52 |
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| Alliant Energy Corp lnt (LNT) | 1.2 | $56M | 780k | 71.76 |
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| Honeywell Internatl hon (HON) | 1.2 | $56M | 247k | 226.03 |
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| Duke Energy Holding Corp duk (DUK) | 1.2 | $56M | 425k | 130.94 |
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| Lockheed Martin Corp lmt (LMT) | 1.2 | $55M | 91k | 604.39 |
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| Allstate Corp all (ALL) | 1.2 | $55M | 265k | 207.34 |
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| Lincoln Electric Holdings leco (LECO) | 1.1 | $54M | 218k | 249.08 |
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| Citigroup c (C) | 1.1 | $54M | 473k | 113.41 |
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| Blackrock blk (BLK) | 1.1 | $52M | 55k | 961.71 |
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| Dte Energy Company dte (DTE) | 1.1 | $52M | 355k | 146.22 |
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| Philip Morris Intl pm (PM) | 1.1 | $52M | 314k | 165.34 |
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| Apollo Global Management apo (APO) | 1.1 | $52M | 464k | 111.42 |
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| Reinsurance Group Of America rga (RGA) | 1.1 | $51M | 251k | 204.16 |
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| Verizon Communications vz (VZ) | 1.1 | $51M | 1.0M | 50.20 |
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| Astrazeneca azn (AZN) | 1.1 | $51M | -48% | 258k | 197.22 |
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| S&p Global spgi (SPGI) | 1.1 | $51M | +3% | 119k | 425.34 |
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| Merck And mrk (MRK) | 1.1 | $50M | 415k | 120.29 |
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| Coca Cola ko (KO) | 1.0 | $48M | 636k | 76.05 |
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| Pepsico pep (PEP) | 1.0 | $47M | 305k | 155.29 |
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| Resmed rmd (RMD) | 1.0 | $47M | +2% | 210k | 224.48 |
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| Caterpillar cat (CAT) | 1.0 | $47M | -6% | 66k | 708.46 |
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| Eog Resources eog (EOG) | 1.0 | $46M | 318k | 144.57 |
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| Waste Management wm (WM) | 1.0 | $46M | +2% | 200k | 229.79 |
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| Intercontinential Exchange ice (ICE) | 1.0 | $46M | +2% | 290k | 157.28 |
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| Marsh & Mclennan Cos mrsh (MRSH) | 1.0 | $45M | +3% | 261k | 173.45 |
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| Procter & Gamble pg (PG) | 0.9 | $44M | 307k | 144.44 |
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| Service Corp Intl sci (SCI) | 0.9 | $44M | 535k | 82.51 |
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| Abbott Laboratories abt (ABT) | 0.9 | $44M | +2% | 427k | 102.67 |
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| Us Bancorp usb (USB) | 0.9 | $44M | 842k | 52.01 |
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| Centerpoint Energy cnp (CNP) | 0.9 | $43M | +38% | 985k | 43.16 |
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| Unitedhealth Group unh (UNH) | 0.9 | $42M | +3% | 157k | 270.59 |
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| Schlumberger slb (SLB) | 0.9 | $42M | 817k | 51.39 |
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| Home Depot hd (HD) | 0.9 | $42M | 128k | 328.89 |
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| Cigna Group ci (CI) | 0.9 | $41M | +4% | 152k | 266.75 |
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| Air Prods & Chems apd (APD) | 0.9 | $40M | +2% | 139k | 290.49 |
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| Ishares Core Dividend Growth Etf dgro (DGRO) | 0.8 | $40M | 567k | 70.18 |
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| Gilead Sciences gild (GILD) | 0.8 | $40M | +3% | 285k | 139.37 |
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| Constellation Energy Corp ceg (CEG) | 0.8 | $39M | -3% | 139k | 279.25 |
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| Target Corp tgt (TGT) | 0.8 | $38M | 310k | 121.20 |
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| Omnicom Group omc (OMC) | 0.8 | $37M | +3% | 487k | 75.31 |
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| Schwab Us Dvd Equity Etf schd (SCHD) | 0.8 | $36M | -2% | 1.2M | 30.68 |
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| Sysco Corp syy (SYY) | 0.8 | $36M | 498k | 71.33 |
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| Medtronic mdt (MDT) | 0.7 | $35M | +2% | 407k | 86.65 |
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| United Parcel Service B ups (UPS) | 0.7 | $35M | +3% | 358k | 98.38 |
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| The Walt Disney dis (DIS) | 0.7 | $35M | +2% | 364k | 96.38 |
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| Mondelez Intl mdlz (MDLZ) | 0.7 | $35M | +3% | 604k | 57.64 |
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| Genuine Parts gpc (GPC) | 0.7 | $35M | 329k | 105.75 |
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| Oracle Corp orcl (ORCL) | 0.7 | $35M | -46% | 235k | 147.11 |
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| Automatic Data Processing adp (ADP) | 0.7 | $33M | +901% | 164k | 203.18 |
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| Siemens Ag-spons siegy (SIEGY) | 0.7 | $33M | +4% | 273k | 121.88 |
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| Ppg Industries ppg (PPG) | 0.7 | $33M | +2% | 304k | 106.88 |
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| Motorola Solutions msi (MSI) | 0.7 | $32M | NEW | 74k | 433.97 |
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| Salesforce crm (CRM) | 0.7 | $32M | +8% | 171k | 186.67 |
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| Amdocs dox (DOX) | 0.7 | $32M | +5% | 488k | 65.26 |
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| Accenture Plc-cl A acn (ACN) | 0.6 | $31M | +7% | 154k | 198.29 |
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| Kimberly Clark Corp kmb (KMB) | 0.6 | $31M | +5% | 317k | 96.47 |
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| Cvs Health Corp cvs (CVS) | 0.6 | $30M | 422k | 71.82 |
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| Progressive Corp pgr (PGR) | 0.6 | $29M | +27% | 145k | 198.24 |
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| Constellation Brands stz (STZ) | 0.6 | $28M | +6% | 189k | 150.00 |
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| Zoetis zts (ZTS) | 0.6 | $28M | +9% | 238k | 118.21 |
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| Invesco S&p 500 Equal Weight Etf rsp (RSP) | 0.5 | $25M | +33% | 131k | 191.92 |
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| Texas Instruments txn (TXN) | 0.4 | $18M | 94k | 194.13 |
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| Amgen amgn (AMGN) | 0.4 | $18M | -4% | 51k | 351.85 |
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| Rli Corp rli (RLI) | 0.3 | $16M | 283k | 57.04 |
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| Utilities Select Sector Spdr xlu (XLU) | 0.3 | $16M | 351k | 45.89 |
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| General Dynamics Corp gd (GD) | 0.2 | $11M | 32k | 343.23 |
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| Pnc Financial Services Group pnc (PNC) | 0.2 | $10M | -2% | 49k | 208.09 |
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| Invesco Bulletshares 2027 Corp Bond bscr (BSCR) | 0.2 | $9.8M | +6% | 499k | 19.62 |
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| Financial Select Sector Spdr xlf (XLF) | 0.2 | $9.4M | 190k | 49.37 |
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| Invesco Bulletshares 2028 Corp Bond bscs (BSCS) | 0.2 | $9.2M | +4% | 452k | 20.42 |
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| Apple aapl (AAPL) | 0.2 | $9.1M | +12% | 36k | 253.78 |
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| Invesco Bulletshares 2029 Corp Bond bsct (BSCT) | 0.2 | $9.0M | +5% | 483k | 18.66 |
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| Invesco Bulletshares 2030 Corp Bond bscu (BSCU) | 0.2 | $7.8M | +11% | 467k | 16.72 |
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| Brown & Brown bro (BRO) | 0.2 | $7.4M | 113k | 65.21 |
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| Invesco Bulletshares 2031 Corp Bond bscv (BSCV) | 0.1 | $5.7M | +25% | 346k | 16.46 |
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| Capital One Financial Corp cof (COF) | 0.1 | $5.4M | 30k | 182.42 |
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| Communication Serv Sel Sec Spdr Etf xlc (XLC) | 0.1 | $5.2M | 47k | 110.85 |
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| Health Care Select Sector Spdr xlv (XLV) | 0.1 | $5.1M | 35k | 146.61 |
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| Invesco Bulletshares 2026 Corp Bond bscq (BSCQ) | 0.1 | $4.9M | -2% | 253k | 19.53 |
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| Firstenergy Corp fe (FE) | 0.1 | $4.4M | -11% | 87k | 50.66 |
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| Qualcomm qcom (QCOM) | 0.1 | $4.3M | -2% | 34k | 128.78 |
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| Dt Midstream dtm (DTM) | 0.1 | $4.0M | 30k | 134.66 |
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| Exelon Corporation exc (EXC) | 0.1 | $4.0M | -4% | 81k | 49.02 |
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| Industrial Select Sector Spdr xli (XLI) | 0.1 | $3.9M | +6% | 24k | 161.72 |
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| Technology Select Sector Spdr xlk (XLK) | 0.1 | $3.8M | -6% | 29k | 132.89 |
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| Walmart wmt (WMT) | 0.1 | $3.8M | 30k | 124.29 |
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| Norfolk Southern Corp nsc (NSC) | 0.1 | $3.7M | -2% | 13k | 287.04 |
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| Rpm International rpm (RPM) | 0.1 | $3.3M | -3% | 34k | 99.40 |
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| Solstice Adv Materials sols (SOLS) | 0.1 | $3.3M | -26% | 43k | 76.16 |
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| Eversource Energy es (ES) | 0.1 | $3.0M | -3% | 43k | 69.28 |
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| Eli Lilly & Co lly (LLY) | 0.1 | $3.0M | +44% | 3.2k | 919.74 |
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| Dominion Energy d (D) | 0.1 | $2.7M | -76% | 44k | 61.83 |
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| Charles Schwab Corp schw (SCHW) | 0.1 | $2.6M | 28k | 93.99 |
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| Booz Allen Hamilton Holding Corp bah (BAH) | 0.1 | $2.5M | -91% | 32k | 78.03 |
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| Spdr Gold Minishares Trust Etf gldm (GLDM) | 0.1 | $2.5M | NEW | 27k | 92.71 |
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| Bp Plc-spons bp (BP) | 0.1 | $2.4M | 52k | 47.00 |
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| General Mills gis (GIS) | 0.1 | $2.4M | -24% | 64k | 37.21 |
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| Energy Select Sector Spdr xle (XLE) | 0.0 | $2.3M | +20% | 37k | 61.27 |
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| Consolidated Edison ed (ED) | 0.0 | $2.2M | 20k | 113.18 |
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| Intel Corporation intc (INTC) | 0.0 | $2.2M | 50k | 44.14 |
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| Berkshire Hathaway Cl B brkb (BRK.B) | 0.0 | $2.1M | -13% | 4.4k | 479.22 |
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| Intl Business Machines Corp ibm (IBM) | 0.0 | $2.1M | -4% | 8.6k | 242.32 |
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| Nvidia Corp nvda (NVDA) | 0.0 | $2.0M | -6% | 11k | 174.41 |
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| Mcdonalds Corporation mcd (MCD) | 0.0 | $1.9M | +5% | 6.1k | 310.76 |
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| Costco Wholesale Corp cost (COST) | 0.0 | $1.9M | -3% | 1.9k | 996.24 |
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| Travelers Companies trv (TRV) | 0.0 | $1.8M | 6.0k | 291.67 |
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| Mccormick & Co mkc (MKC) | 0.0 | $1.7M | 34k | 50.44 |
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| Spdr S&p 500 Etf Trust spy (SPY) | 0.0 | $1.7M | -23% | 2.6k | 650.31 |
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| Amazon.com amzn (AMZN) | 0.0 | $1.6M | 7.8k | 208.27 |
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| First Trust Enha Short Maturity Etf ftsm (FTSM) | 0.0 | $1.5M | 25k | 59.76 |
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| Alphabet Inc Cl C goog (GOOG) | 0.0 | $1.5M | 5.1k | 286.84 |
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| Lowes Cos low (LOW) | 0.0 | $1.4M | 5.9k | 236.29 |
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| Stryker Corp syk (SYK) | 0.0 | $1.3M | 4.1k | 328.59 |
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| Csx Corp csx (CSX) | 0.0 | $1.2M | 30k | 41.04 |
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| Vanguard Value Etf vtv (VTV) | 0.0 | $1.2M | -3% | 6.1k | 196.23 |
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| American International Grp aig (AIG) | 0.0 | $1.2M | -7% | 16k | 75.24 |
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| Bank Of New York Mellon Corp bk (BK) | 0.0 | $1.2M | 9.9k | 118.61 |
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| Starbucks Corp sbux (SBUX) | 0.0 | $1.2M | +7% | 13k | 89.57 |
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| Meta Platforms Inc Cl A meta (META) | 0.0 | $1.1M | -3% | 2.0k | 572.30 |
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| Enbridge enb (ENB) | 0.0 | $1.1M | -7% | 20k | 54.16 |
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| Commerce Bancshares cbsh (CBSH) | 0.0 | $1.1M | 22k | 49.18 |
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| Portland General Electric por (POR) | 0.0 | $1.1M | 20k | 52.76 |
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| Spdr S&p Midcap 400 Etf mdy (MDY) | 0.0 | $1.0M | 1.6k | 616.85 |
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| Blackstone bx (BX) | 0.0 | $963k | -6% | 8.4k | 115.01 |
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| Spdr Gold Trust gld (GLD) | 0.0 | $926k | 2.2k | 430.50 |
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| Ameren Corporation aee (AEE) | 0.0 | $908k | 8.3k | 109.89 |
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| Vanguard Dividend Appreciation Etf vig (VIG) | 0.0 | $893k | 4.2k | 215.08 |
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| Invesco Qqq Trust Series 1 qqq (QQQ) | 0.0 | $842k | +3% | 1.5k | 577.50 |
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| Applied Materials amat (AMAT) | 0.0 | $826k | 2.4k | 341.60 |
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| Visa Inc Class A Shares v (V) | 0.0 | $826k | +57% | 2.7k | 302.12 |
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| 3m Company mmm (MMM) | 0.0 | $812k | +19% | 5.6k | 145.29 |
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| Union Pacific Corp unp (UNP) | 0.0 | $753k | 3.1k | 242.75 |
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| Phillips Edison & Co peco (PECO) | 0.0 | $744k | 20k | 37.42 |
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| Berkshire Hathaway Cl A brk.a (BRK.A) | 0.0 | $718k | 1.00 | 718000.00 |
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| Darden Restaurants dri (DRI) | 0.0 | $710k | 3.6k | 195.92 |
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| Consumer Staples Select Sector Spdr xlp (XLP) | 0.0 | $668k | -14% | 8.1k | 82.00 |
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| Williams Sonoma wsm (WSM) | 0.0 | $656k | 3.6k | 182.22 |
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| Vaneck Vectors Semiconductor smh (SMH) | 0.0 | $648k | -10% | 1.7k | 383.21 |
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| Northrop Grumman Corp noc (NOC) | 0.0 | $643k | -17% | 943.00 | 681.87 |
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| Shell shel (SHEL) | 0.0 | $635k | -4% | 6.8k | 92.97 |
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| Ss Spdr Dow Jones Indus Avg dia (DIA) | 0.0 | $628k | 1.4k | 463.47 |
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| Bloom Energy Corp be (BE) | 0.0 | $612k | NEW | 4.5k | 135.40 |
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| Micron Technology mu (MU) | 0.0 | $601k | -5% | 1.8k | 337.64 |
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| Vanguard Ftse Emerging Markets Etf vwo (VWO) | 0.0 | $596k | 11k | 54.01 |
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| Phillips 66 psx (PSX) | 0.0 | $586k | 3.2k | 182.27 |
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| General Electric ge (GE) | 0.0 | $585k | 2.1k | 283.98 |
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| Aflac afl (AFL) | 0.0 | $553k | 5.0k | 109.66 |
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| O'reilly Automotive orly (ORLY) | 0.0 | $539k | 5.8k | 92.37 |
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| Ishares Russell Midcap Growth Etf iwp (IWP) | 0.0 | $514k | -2% | 4.0k | 128.15 |
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| Ge Vernova gev (GEV) | 0.0 | $505k | 578.00 | 873.70 |
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| Oge Energy Corp oge (OGE) | 0.0 | $475k | 9.9k | 47.98 |
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| First Horizon Corp fhn (FHN) | 0.0 | $458k | 20k | 22.74 |
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| Trane Technologies tt (TT) | 0.0 | $450k | NEW | 1.1k | 416.67 |
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| Truist Financial Corp tfc (TFC) | 0.0 | $440k | -12% | 9.6k | 45.97 |
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| Emerson Electric emr (EMR) | 0.0 | $439k | 3.4k | 130.93 |
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| Schwab Us Large Cap Val schv (SCHV) | 0.0 | $439k | +2% | 14k | 30.51 |
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| Bristol Myers Squibb bmy (BMY) | 0.0 | $438k | 7.2k | 60.70 |
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| Pfizer pfe (PFE) | 0.0 | $402k | +14% | 14k | 28.10 |
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| Edison International eix (EIX) | 0.0 | $401k | 5.5k | 73.10 |
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| Boeing ba (BA) | 0.0 | $370k | 1.9k | 199.14 |
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| Colgate Palmolive cl (CL) | 0.0 | $369k | -4% | 4.3k | 85.18 |
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| Ishares Russell Midcap Value Etf iws (IWS) | 0.0 | $369k | 2.5k | 145.68 |
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| Quanta Services pwr (PWR) | 0.0 | $365k | 665.00 | 548.87 |
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| Intuitive Surgical isrg (ISRG) | 0.0 | $356k | 773.00 | 460.54 |
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| Illinois Tool Works itw (ITW) | 0.0 | $344k | 1.3k | 260.61 |
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| Freeport Mcmoran fcx (FCX) | 0.0 | $342k | 5.8k | 58.74 |
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| Ishares 0-5 Year Tips Bond stip (STIP) | 0.0 | $331k | 3.2k | 103.44 |
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| Evergy evrg (EVRG) | 0.0 | $329k | -11% | 4.0k | 81.82 |
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| Sherwin Williams shw (SHW) | 0.0 | $319k | 995.00 | 320.60 |
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| Mckesson Corporation mck (MCK) | 0.0 | $317k | 366.00 | 866.12 |
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| Ishares Russell 2000 Growth Etf iwo (IWO) | 0.0 | $314k | 1.0k | 314.00 |
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| Ishares Russell Midcap Etf iwr (IWR) | 0.0 | $311k | 3.2k | 97.37 |
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| Vanguard Growth Etf vug (VUG) | 0.0 | $305k | 698.00 | 436.96 |
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| Bank Of America Corp bac (BAC) | 0.0 | $300k | 6.2k | 48.68 |
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| Vaneck Vectors Fallen Angel High Yi angl (ANGL) | 0.0 | $298k | 10k | 28.74 |
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| Sempra sre (SRE) | 0.0 | $291k | 3.0k | 97.26 |
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| The Hershey Company hsy (HSY) | 0.0 | $285k | 1.4k | 208.03 |
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| Comcast Corp Class A cmcsa (CMCSA) | 0.0 | $283k | -25% | 9.9k | 28.68 |
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| Schwab Us Large Growth Etf schg (SCHG) | 0.0 | $283k | 9.7k | 29.15 |
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| Wells Fargo & Company wfc (WFC) | 0.0 | $276k | 3.5k | 79.54 |
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| Tesla tsla (TSLA) | 0.0 | $271k | 729.00 | 371.74 |
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| Technipfmc fti (FTI) | 0.0 | $270k | -31% | 3.9k | 69.23 |
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| Mastercard ma (MA) | 0.0 | $267k | 535.00 | 499.07 |
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| Vaneck Oil Refiners Etf crak (CRAK) | 0.0 | $267k | 5.4k | 49.44 |
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| Caseys Gen Stores casy (CASY) | 0.0 | $256k | NEW | 352.00 | 727.27 |
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| Ebay ebay (EBAY) | 0.0 | $256k | 2.8k | 91.01 |
|
|
| Yum! Brands yum (YUM) | 0.0 | $249k | 1.6k | 155.53 |
|
|
| Vanguard Short-term Corporate Etf vcsh (VCSH) | 0.0 | $246k | 3.1k | 79.18 |
|
|
| Western Digital Corp wdc (WDC) | 0.0 | $244k | NEW | 902.00 | 270.51 |
|
| Rtx Corp rtx (RTX) | 0.0 | $233k | 1.2k | 193.04 |
|
|
| Enterprise Products epd (EPD) | 0.0 | $232k | NEW | 6.1k | 37.86 |
|
| Ishares S&p500 Value Index Etf ive (IVE) | 0.0 | $230k | 1.1k | 211.40 |
|
|
| Nestle Sa nsrgy (NSRGY) | 0.0 | $229k | +9% | 2.3k | 99.31 |
|
| Archer Daniels Midland adm (ADM) | 0.0 | $229k | -17% | 3.2k | 72.68 |
|
| National Fuel Gas nfg (NFG) | 0.0 | $228k | NEW | 2.4k | 93.83 |
|
| Ishares Tr Russell 1000 Value Etf iwd (IWD) | 0.0 | $227k | 1.1k | 213.55 |
|
|
| T Rowe Price Associates trow (TROW) | 0.0 | $223k | -2% | 2.5k | 90.21 |
|
| Tc Energy Corp trp (TRP) | 0.0 | $222k | NEW | 3.5k | 62.61 |
|
| Corning glw (GLW) | 0.0 | $220k | NEW | 1.6k | 136.22 |
|
| Schwab Us Aggregate Bond Etf schz (SCHZ) | 0.0 | $219k | 9.5k | 23.17 |
|
|
| Consumer Disc Select Sector Spdr xly (XLY) | 0.0 | $219k | 2.0k | 109.23 |
|
|
| Ishares Russell 2000 Etf iwm (IWM) | 0.0 | $212k | NEW | 854.00 | 248.24 |
|
| Warner Bros Discovery wbd (WBD) | 0.0 | $211k | -27% | 7.7k | 27.52 |
|
| Ishares Core S&p 500 Etf ivv (IVV) | 0.0 | $210k | -47% | 322.00 | 652.17 |
|
| Vanguard Small Cap Value Etf vbr (VBR) | 0.0 | $207k | -11% | 952.00 | 217.44 |
|
| Cummins cmi (CMI) | 0.0 | $207k | NEW | 384.00 | 539.06 |
|
| Eaton Vance Tx Adv Dv In evt (EVT) | 0.0 | $206k | NEW | 8.4k | 24.60 |
|
| Vanguard Total Stock Mkt Etf vti (VTI) | 0.0 | $206k | -7% | 641.00 | 321.37 |
|
| Abcellera Biologics abcl (ABCL) | 0.0 | $35k | NEW | 10k | 3.50 |
|
Past Filings by Vaughan David Investments
SEC 13F filings are viewable for Vaughan David Investments going back to 2010
- 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
- Vaughan David Investments 2022 Q2 filed Aug. 11, 2022