Vaughan David Investments LLC has submitted its latest 13F-HR report, detailing its holdings as of September 30, 2026. This filing is significant as it provides insight into the firm’s investment strategies and positions in various companies.

The report indicates that Vaughan David Investments holds a total value of $4,961,520 across 241 positions. This substantial portfolio reflects the firm’s strategic approach to asset management, which may influence trends within the investment management industry.

Company Background

Vaughan David Investments LLC is a registered investment advisor based in Peoria, Illinois. The firm operates under the Central Index Key (CIK) number 0001063571 and has been active in the investment management sector, focusing on various asset classes. The firm is incorporated in Delaware and has a fiscal year ending on December 31.

What the Filing Says

The filing, dated November 5, 2026, states: "The report type is 13F HOLDINGS REPORT, with a total of 241 positions and a total value of $4,961,520." This information provides a snapshot of the firm’s investment landscape.

Impact

This filing may affect various stakeholders, including investors, analysts, and competitors in the asset management industry. Competitors will likely scrutinize Vaughan David's investment choices to understand market trends and potential shifts in investor sentiment.

What's Next

The filing does not specify what happens next for Vaughan David Investments LLC, leaving open the potential for future strategic moves or additional disclosures.