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| David Vaughan Investments LLC
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|---|---|
| CRD # | 105990 |
| SEC # | 801-12642 |
| CIK # | 0001063571 |
| AUM | 5,331.4 M (2026-03-30) |
| Employees | 48 (100% Investors, 0% Brokers) |
| Phone | 309-685-0033 |
| Address | 5823 N Forest Park Drive Peoria, IL 61614-3559 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| FirstEnergy Corp | 0.0 | ||
| Qualcomm Inc/DE | 0.0 | ||
| DT Midstream Inc | 0.0 | ||
| Exelon Corp | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Norfolk Southern Corp | 0.0 | ||
| RPM International Inc/De/ | 0.0 | ||
| Solstice Advanced Materials Inc | 0.0 | ||
| Northeast Utilities | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 443 | 0.2 |
| (b) Individuals (high net worth individuals) | 721 | 3.7 |
| (c) Banking or thrift institutions | 0 | 0.6 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 40 | 0.3 |
| (h) Charitable organizations | 24 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,288 | 5.3 |
| By Discretionary | ||
| Discretionary | 4,283 | 5.3 |
| Non-Discretionary | 5 | 0.0 |
| Total | 4,288 | 5.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.3 | |
| Total | 4,288 | 5.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001063571] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.2B |
| Serves | Institutional, Retail |
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