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Vaughan David Investments LLC/Il

VAUGHAN DAVID INVESTMENTS LLC/IL
Branche unbekannt
Ticker–Börse–
ISIN–CIK0001063571
Keine Kursdaten verfügbar.

Stammdaten

Unternehmen & Branche

NameVAUGHAN DAVID INVESTMENTS LLC/IL
Ticker–
CIK0001063571

Wertpapier & Kennzahlen

CUSIP–
ISIN–
Typ–

Sitz & Kontakt

Sitz (Inkorporation)DE
Geschäftsadresse5823 N FOREST PARK DR, 61614 PEORIA, IL
Telefon3096850033
EIN (IRS)37-1272863

Listing & Historie

Fiskaljahr-Ende31.12.
Frühere NamenVAUGHAN DAVID INVESTMENTS INC/IL (bis 2018)

Externe Quelle: SEC EDGAR »

Insider-Transaktionen (12 Monate) ⓘ

DatumInsiderRolleTypStückzahlKursWert (USD)ΔTrend
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.

Fondsaktivität (Vorquartalsvergleich) ⓘ

⚠ Vorläufige Daten: Erst 3597 von typischerweise 8414 Fonds (43 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
Lido Advisors, LLC144.561.5820144.561.5822.816.137.597Neu+100,0%
MORGAN STANLEY52.038.929052.038.929965.949.127Neu+100,0%
LPL Financial LLC35.260.976035.260.976672.688.209Neu+100,0%
WELLS FARGO & COMPANY/MN34.190.910034.190.910654.193.153Neu+100,0%
RAYMOND JAMES FINANCIAL INC29.737.237029.737.237560.040.390Neu+100,0%
BANK OF AMERICA CORP /DE/22.487.839022.487.839426.568.050Neu+100,0%
UBS Group AG21.787.466021.787.466418.171.918Neu+100,0%
Invesco Ltd.20.620.135020.620.135384.567.307Neu+100,0%
Aptus Capital Advisors, LLC20.329.561020.329.561338.340.701Neu+100,0%
Hills Bank & Trust Co15.750.834015.750.834292.523.388Neu+100,0%
MAI Capital Management12.782.840012.782.840242.597.371Neu+100,0%
ROYAL BANK OF CANADA12.690.659012.690.659236.174.000Neu+100,0%
Clearstead Advisors, LLC11.390.575011.390.575211.326.107Neu+100,0%
TruWealth Advisors, LLC10.466.081010.466.081191.488.216Neu+100,0%
TLWM8.180.1478.007.115173.032154.372.445Aufgestockt+2,2%
Atlantic Union Bankshares Corp8.555.09208.555.092151.974.666Neu+100,0%
MONECO ADVISORS, LLC8.190.38808.190.388151.572.294Neu+100,0%
Cambridge Investment Research Advisors, Inc.7.784.6184.488.3013.296.317148.777.000Aufgestockt+73,4%
Clark Asset Management, LLC7.696.2276.728.739967.488142.471.432Aufgestockt+14,4%
ENVESTNET ASSET MANAGEMENT INC7.520.91207.520.912141.362.462Neu+100,0%
MML INVESTORS SERVICES, LLC7.257.47507.257.475139.098.587Neu+100,0%
Brookstone Capital Management7.247.3727.629.875-382.503136.427.108Reduziert-5,0%
OSAIC HOLDINGS, INC.7.107.47307.107.473135.850.134Neu+100,0%
Avior Wealth Management, LLC7.330.4687.908.159-577.691133.188.761Reduziert-7,3%
DAVIS R M INC6.269.50006.269.500119.348.154Neu+100,0%
STIFEL FINANCIAL CORP6.067.04706.067.047114.075.253Neu+100,0%
HENGEHOLD CAPITAL MANAGEMENT LLC6.511.6546.049.960461.694113.140.007Aufgestockt+7,6%
Baird Financial Group, Inc.5.649.40805.649.408104.584.064Neu+100,0%
AMERIPRISE FINANCIAL INC5.384.27905.384.279103.304.715Neu+100,0%
Kestra Advisory Services, LLC5.468.8102.214.1443.254.666102.928.572Aufgestockt+147,0%
SNS Financial Group, LLC5.141.35405.141.354102.092.207Neu+100,0%
Focus Partners Wealth5.162.99405.162.99495.346.385Neu+100,0%
Asset Dedication, LLC4.914.0254.875.03138.99492.178.315Aufgestockt+0,8%
Fusion Family Wealth, LLC4.616.53704.616.53792.171.732Neu+100,0%
&PARTNERS5.117.03305.117.03390.342.979Neu+100,0%
KIRR MARBACH & CO LLC /IN/4.230.8184.299.737-68.91979.047.711Reduziert-1,6%
Anchor Investment Management, LLC3.545.84503.545.84569.378.781Neu+100,0%
Goepper Burkhardt LLC3.672.61603.672.61668.441.110Neu+100,0%
NewEdge Advisors, LLC3.538.14503.538.14567.067.754Neu+100,0%
Janney Montgomery Scott LLC3.639.88403.639.88465.260.000Neu+100,0%
MANCHESTER FINANCIAL INC3.350.3933.290.16360.23064.136.202Aufgestockt+1,8%
Independent Advisor Alliance3.400.56503.400.56563.600.800Neu+100,0%
Sanctuary Advisors, LLC3.374.96403.374.96463.138.219Neu+100,0%
Cetera Investment Advisers3.118.45403.118.45461.230.189Neu+100,0%
JONES FINANCIAL COMPANIES LLLP3.287.12803.287.12860.702.507Neu+100,0%
Capital Investment Counsel, LLC3.547.4263.441.299106.12760.535.185Aufgestockt+3,1%
Cornerstone Planning, LLC3.134.7203.057.11077.61057.670.145Aufgestockt+2,5%
COOKSON PEIRCE & CO INC3.038.6972.988.48250.21555.288.902Aufgestockt+1,7%
SHUFRO ROSE & CO LLC2.764.56702.764.56753.992.579Neu+100,0%
CENTRAL VALLEY ADVISORS, LLC2.963.0432.970.002-6.95953.884.663Reduziert-0,2%

Top-Fondshalter (Stand: 30.06.2026) ⓘ

⚠ Vorläufige Daten: Erst 3597 von typischerweise 8414 Fonds (43 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)StimmkontrolleVerlauf
TLWM8.180.1478.007.115+2,2%154.372.4454,530 %17 Q
Cambridge Investment Research Advisors, Inc.7.784.6184.488.301+73,4%148.777.0004,37–17 Q
Clark Asset Management, LLC7.696.2276.728.739+14,4%142.471.4324,190 %15 Q
Brookstone Capital Management7.247.3727.629.875-5,0%136.427.1084,010 %17 Q
Avior Wealth Management, LLC7.330.4687.908.159-7,3%133.188.7613,910 %17 Q
HENGEHOLD CAPITAL MANAGEMENT LLC6.511.6546.049.960+7,6%113.140.0073,3253 %17 Q
Kestra Advisory Services, LLC5.468.8102.214.144+147,0%102.928.5723,02–17 Q
Asset Dedication, LLC4.914.0254.875.031+0,8%92.178.3152,710 %17 Q
KIRR MARBACH & CO LLC /IN/4.230.8184.299.737-1,6%79.047.7112,32100 %17 Q
MANCHESTER FINANCIAL INC3.350.3933.290.163+1,8%64.136.2021,880 %17 Q
Capital Investment Counsel, LLC3.547.4263.441.299+3,1%60.535.1851,780 %10 Q
Cornerstone Planning, LLC3.134.7203.057.110+2,5%57.670.1451,690 %4 Q
COOKSON PEIRCE & CO INC3.038.6972.988.482+1,7%55.288.9021,620 %17 Q
CENTRAL VALLEY ADVISORS, LLC2.963.0432.970.002-0,2%53.884.6631,58100 %7 Q
St. Louis Financial Planners Asset Management, LLC2.683.625699.745+283,5%52.424.6211,54100 %6 Q
Straight Path Wealth Management2.752.9182.684.265+2,6%52.088.0941,53100 %17 Q
Cornerstone Wealth Management, LLC2.544.2522.450.498+3,8%50.687.8921,499 %16 Q
COMMONWEALTH EQUITY SERVICES, LLC2.605.7152.616.365-0,4%49.851.0261,46–17 Q
HUB Investment Partners, LLC2.548.6292.294.292+11,1%46.732.7281,370 %17 Q
Ledgewood Wealth Advisors, LLC2.303.6692.213.920+4,1%43.280.6951,270 %11 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
30.06.2026vorl.297181,53.404
31.03.2026✓559811,215.343
31.12.2025✓534777,414.824
30.09.2025✓480697,513.280
30.06.2025✓473654,512.441
31.03.2025✓460602,411.404

Top 10 Neueinsteiger

FondsAnteileWert (USD)
Independent Advisor Alliance3.400.56563.600.800
CVFG LLC2.564.50547.953.351
Financial Solutions Advisory Group, Inc.2.121.33641.540.787
MISSION WEALTH MANAGEMENT, LP372.1067.233.731
Convergence Financial, LLC118.1345.835.834
DIVERSIFY WEALTH MANAGEMENT, LLC262.8945.098.912
Mutual Advisors, LLC80.6733.985.246
Sidoxia Capital Management, LLC130.2832.549.653
BANK OF MONTREAL /CAN/96.9741.896.216
MANUFACTURERS LIFE INSURANCE COMPANY, THE36.2801.792.232

Top 10 Aufstocker

FondsAnteileΔ AnteileΔ %Wert (USD)
&PARTNERS5.117.0332.014.976+65.0 %90.342.979
MORGAN STANLEY52.038.9291.637.685+3.2 %965.949.127
ROYAL BANK OF CANADA12.690.6591.577.371+14.2 %236.174.000
BANK OF AMERICA CORP /DE/22.487.8391.535.505+7.3 %426.568.050
WELLS FARGO & COMPANY/MN34.190.9101.439.880+4.4 %654.193.153
Invesco Ltd.20.620.1351.258.230+6.5 %384.567.307
CITADEL ADVISORS LLC1.202.2881.185.838+7208.7 %23.318.494
Clark Asset Management, LLC6.728.7391.122.940+20.0 %125.186.955
Paradiem, LLC1.328.8561.098.662+477.3 %25.934.444
ENVESTNET ASSET MANAGEMENT INC7.520.912879.890+13.2 %141.362.462

Top 10 Verkäufer

FondsAnteileΔ AnteileΔ %Wert (USD)
Aptus Capital Advisors, LLC20.329.561-3.118.553-13.3 %338.340.701
BCS Wealth Management2.125.856-2.157.217-50.4 %39.882.927
MERCER GLOBAL ADVISORS INC /ADV274.802-1.301.411-82.6 %5.013.267
THRIVENT FINANCIAL FOR LUTHERANS2.113.359-1.050.994-33.2 %41.479.000
HUB Investment Partners, LLC2.294.292-730.461-24.1 %42.158.682
Motley Fool Wealth Management, LLC2.114.609-684.785-24.5 %35.981.894
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC669.253-607.892-47.6 %12.538.662
Advisors Capital Management, LLC1.370.708-557.529-28.9 %23.722.686
Matthew Goff Investment Advisor, LLC149.942-470.479-75.8 %2.925.530
KICKSTAND VENTURES, LLC.1.435.928-455.283-24.1 %27.638.882

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