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Vaughan David Investments LLC/Il

VAUGHAN DAVID INVESTMENTS LLC/IL
Branche unbekannt
Ticker–Börse–
ISIN–CIK0001063571
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Unternehmen & Branche

NameVAUGHAN DAVID INVESTMENTS LLC/IL
Ticker
CIK0001063571

Wertpapier & Kennzahlen

CUSIP–
ISIN–
Typ–

Externe Quelle: SEC EDGAR »

Insider-Transaktionen (12 Monate) ⓘ

Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.

Fondsaktivität (Vorquartalsvergleich) ⓘ

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
Lido Advisors, LLC144.561.582144.604.363-42.7812.816.137.597Reduziert0,0%
MORGAN STANLEY52.038.92950.401.2441.637.685965.949.127Aufgestockt+3,2%
LPL Financial LLC35.260.97634.793.107467.869672.688.209Aufgestockt+1,3%
WELLS FARGO & COMPANY/MN34.190.91032.751.0301.439.880654.193.153Aufgestockt+4,4%
RAYMOND JAMES FINANCIAL INC29.737.23729.219.749517.488560.040.390Aufgestockt+1,8%
BANK OF AMERICA CORP /DE/22.487.83920.952.3341.535.505426.568.050Aufgestockt+7,3%
UBS Group AG21.787.46620.953.741833.725418.171.918Aufgestockt+4,0%
Invesco Ltd.20.620.13519.361.9051.258.230384.567.307Aufgestockt+6,5%
Aptus Capital Advisors, LLC20.329.56123.448.114-3.118.553338.340.701Reduziert-13,3%
Hills Bank & Trust Co15.750.83414.939.677811.157292.523.388Aufgestockt+5,4%
MAI Capital Management12.782.84012.108.285674.555242.597.371Aufgestockt+5,6%
ROYAL BANK OF CANADA12.690.65911.113.2881.577.371236.174.000Aufgestockt+14,2%
Clearstead Advisors, LLC11.390.57510.796.489594.086211.326.107Aufgestockt+5,5%
TruWealth Advisors, LLC10.466.08110.302.207163.874191.488.216Aufgestockt+1,6%
Atlantic Union Bankshares Corp8.555.0927.833.710721.382151.974.666Aufgestockt+9,2%
MONECO ADVISORS, LLC8.190.3887.857.925332.463151.572.294Aufgestockt+4,2%
TLWM8.007.1157.420.200586.915151.511.074Aufgestockt+7,9%
Brookstone Capital Management7.629.8757.502.604127.271143.982.257Aufgestockt+1,7%
Avior Wealth Management, LLC7.908.1598.150.383-242.224143.809.810Reduziert-3,0%
ENVESTNET ASSET MANAGEMENT INC7.520.9126.641.022879.890141.362.462Aufgestockt+13,2%
MML INVESTORS SERVICES, LLC7.257.4757.530.976-273.501139.098.587Reduziert-3,6%
OSAIC HOLDINGS, INC.7.107.4736.365.059742.414135.850.134Aufgestockt+11,7%
Clark Asset Management, LLC6.728.7395.605.7991.122.940125.186.955Aufgestockt+20,0%
DAVIS R M INC6.269.5005.865.740403.760119.348.154Aufgestockt+6,9%
STIFEL FINANCIAL CORP6.067.0475.627.942439.105114.075.253Aufgestockt+7,8%
HENGEHOLD CAPITAL MANAGEMENT LLC6.049.9605.709.717340.243105.455.809Aufgestockt+6,0%
Baird Financial Group, Inc.5.649.4085.778.108-128.700104.584.064Reduziert-2,2%
AMERIPRISE FINANCIAL INC5.384.2795.386.668-2.389103.304.715Reduziert0,0%
SNS Financial Group, LLC5.141.3544.868.528272.826102.092.207Aufgestockt+5,6%
Focus Partners Wealth5.162.9944.285.209877.78595.346.385Aufgestockt+20,5%
Fusion Family Wealth, LLC4.616.5374.279.148337.38992.171.732Aufgestockt+7,9%
Asset Dedication, LLC4.875.0314.850.58324.44891.770.556Aufgestockt+0,5%
&PARTNERS5.117.0333.102.0572.014.97690.342.979Aufgestockt+65,0%
KIRR MARBACH & CO LLC /IN/4.299.7374.180.624119.11380.586.121Aufgestockt+2,8%
Anchor Investment Management, LLC3.545.8453.429.218116.62769.378.781Aufgestockt+3,4%
Goepper Burkhardt LLC3.672.6163.418.015254.60168.441.110Aufgestockt+7,4%
NewEdge Advisors, LLC3.538.1453.128.982409.16367.067.754Aufgestockt+13,1%
Independent Advisor Alliance3.400.56503.400.56563.600.800Neu+100,0%
MANCHESTER FINANCIAL INC3.290.1633.285.8944.26963.232.261Aufgestockt+0,1%
Sanctuary Advisors, LLC3.374.9642.992.917382.04763.138.219Aufgestockt+12,8%
Cetera Investment Advisers3.118.4542.369.232749.22261.230.189Aufgestockt+31,6%
JONES FINANCIAL COMPANIES LLLP3.287.1282.643.703643.42560.702.507Aufgestockt+24,3%
Capital Investment Counsel, LLC3.441.2993.345.28296.01759.062.197Aufgestockt+2,9%
COOKSON PEIRCE & CO INC2.988.4822.954.54233.94054.578.735Aufgestockt+1,1%
CENTRAL VALLEY ADVISORS, LLC2.970.0022.691.110278.89254.286.421Aufgestockt+10,4%
SHUFRO ROSE & CO LLC2.764.5672.896.810-132.24353.992.579Reduziert-4,6%
CAPTRUST FINANCIAL ADVISORS2.714.3812.510.785203.59652.681.842Aufgestockt+8,1%
Straight Path Wealth Management2.684.2652.575.547108.71850.876.526Aufgestockt+4,2%
COMMONWEALTH EQUITY SERVICES, LLC2.616.3652.233.385382.98050.330.956Aufgestockt+17,1%
Cornerstone Wealth Management, LLC2.450.4982.203.631246.86748.912.777Aufgestockt+11,2%

Top-Fondshalter (Stand: 31.03.2026) ⓘ

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)Verlauf
Lido Advisors, LLC144.561.582144.604.3630,0%2.816.137.59718,7917 Q
MORGAN STANLEY52.038.92950.401.244+3,2%965.949.1276,4517 Q
LPL Financial LLC35.260.97634.793.107+1,3%672.688.2094,4917 Q
WELLS FARGO & COMPANY/MN34.190.91032.751.030+4,4%654.193.1534,3617 Q
RAYMOND JAMES FINANCIAL INC29.737.23729.219.749+1,8%560.040.3903,746 Q
BANK OF AMERICA CORP /DE/22.487.83920.952.334+7,3%426.568.0502,8514 Q
UBS Group AG21.787.46620.953.741+4,0%418.171.9182,7917 Q
Invesco Ltd.20.620.13519.361.905+6,5%384.567.3072,5717 Q
Aptus Capital Advisors, LLC20.329.56123.448.114-13,3%338.340.7012,2617 Q
Hills Bank & Trust Co15.750.83414.939.677+5,4%292.523.3881,9511 Q
MAI Capital Management12.782.84012.108.285+5,6%242.597.3711,626 Q
ROYAL BANK OF CANADA12.690.65911.113.288+14,2%236.174.0001,5817 Q
Clearstead Advisors, LLC11.390.57510.796.489+5,5%211.326.1071,4116 Q
TruWealth Advisors, LLC10.466.08110.302.207+1,6%191.488.2161,2814 Q
Atlantic Union Bankshares Corp8.555.0927.833.710+9,2%151.974.6661,0117 Q
MONECO ADVISORS, LLC8.190.3887.857.925+4,2%151.572.2941,0117 Q
TLWM8.007.1157.420.200+7,9%151.511.0741,0117 Q
Brookstone Capital Management7.629.8757.502.604+1,7%143.982.2570,9617 Q
Avior Wealth Management, LLC7.908.1598.150.383-3,0%143.809.8100,9617 Q
ENVESTNET ASSET MANAGEMENT INC7.520.9126.641.022+13,2%141.362.4620,9417 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
31.03.2026✓554808,015.020
31.12.2025✓531826,715.462
30.09.2025✓480760,014.137
30.06.2025✓476675,112.121
31.03.2025✓461625,811.382
31.12.2024✓448626,411.291

Top 10 Neueinsteiger

FondsAnteileWert (USD) ⓘ
Decker Wealth Management LLC1.679.55830.528.775
NorthAvenue LLC1.462.43927.197.954
Sequoia Financial Advisors, LLC1.087.13522.113.168
Rothschild Wealth LLC1.080.78021.854.319
KINTRA WEALTH, LLC726.14514.345.339
Livet Wealth, LLC698.96413.572.963
EP Wealth Advisors, LLC671.39913.106.458
HighPoint Advisor Group LLC689.29312.816.781
St. Louis Financial Planners Asset Management, LLC608.94911.920.189
WLTH Capital Management, LLC406.8117.969.434

Top 10 Aufstocker

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
Lido Advisors, LLC144.604.3638.613.472+6.3 %2.816.774.340
MORGAN STANLEY50.401.2446.826.047+15.7 %947.891.912
LPL Financial LLC34.793.1075.213.543+17.6 %662.885.227
BANK OF AMERICA CORP /DE/20.952.3342.583.068+14.1 %401.196.389
Invesco Ltd.19.361.9052.440.967+14.4 %363.786.851
THRIVENT FINANCIAL FOR LUTHERANS3.164.3532.307.519+269.3 %61.863
BCS Wealth Management4.283.0732.240.111+109.7 %80.986.406
ROYAL BANK OF CANADA11.113.2882.072.876+22.9 %207.754.000
WELLS FARGO & COMPANY/MN32.751.0302.003.802+6.5 %633.330.160
Brookstone Capital Management7.502.6041.929.372+34.6 %142.665.401

Top 10 Verkäufer

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
Tradewinds Capital Management, LLC66.086-1.041.814-94.0 %1.119.125
JPMORGAN CHASE & CO164.920-894.385-84.4 %3.128.490
VestGen Advisors, LLC554.204-890.064-61.6 %10.579.924
JANE STREET GROUP, LLC57.666-763.432-93.0 %1.318.874
CITADEL ADVISORS LLC22.750-754.449-97.1 %510.921
Clearstead Advisors, LLC10.796.489-728.106-6.3 %202.328.472
Motley Fool Wealth Management, LLC2.799.394-624.097-18.2 %48.207.637
SENTINEL PENSION ADVISORS, LLC143.653-615.519-81.1 %2.801.707
COMMONWEALTH EQUITY SERVICES, LLC2.233.385-592.120-21.0 %43.264.333
RENAISSANCE TECHNOLOGIES LLC44.702-559.684-92.6 %882.417

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