VAUGHAN DAVID INVESTMENTS INC/IL
RIA/Wealth
VAUGHAN DAVID INVESTMENTS INC/IL is a RIA/Wealth based in Peoria, IL led by Lawrence Williams Iv, reporting $4.9B in AUM as of Q3 2025 with AVGO as the largest holding (3% allocation).
CEOLawrence Williams Iv
- Portfolio Value
- $4.6B
- Positions
- 219
- Top Holding
- AVGO at 3.29%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in VAUGHAN DAVID INVESTMENTS INC/IL's portfolio (21.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $149.8M | 3.29% | -$12.5M Sold | 0.01% 454.0K shares | |
Software - Infrastructure Technology | $147.6M | 3.24% | -$6.8M Sold | 0.00% 285.1K shares | |
Software - Infrastructure Technology | $137.8M | 3.02% | -$9.1M Sold | 0.02% 489.9K shares | |
Banks - Diversified Financial Services | $107.5M | 2.36% | -$2.8M Sold | 0.01% 340.7K shares | |
Semiconductors Technology | $81.9M | 1.80% | -$1.2M Sold | 0.05% 612.0K shares | |
Financial - Credit Services Financial Services | $79.2M | 1.74% | -$970.9K Sold | 0.03% 238.5K shares | |
Drug Manufacturers - General Healthcare | $77.9M | 1.71% | -$2.0M Sold | 0.02% 336.5K shares | |
Agricultural - Machinery Industrials | $70.2M | 1.54% | -$1.8M Sold | 0.06% 153.6K shares | |
Regulated Electric Utilities | $67.6M | 1.48% | -$528.9K Sold | 0.16% 725.0K shares | |
Industrial - Machinery Industrials | $67.5M | 1.48% | -$1.3M Sold | 0.05% 180.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in VAUGHAN DAVID INVESTMENTS INC/IL's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+12,248.0% | |
+64.24% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for VAUGHAN DAVID INVESTMENTS INC/IL
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