VAUGHAN DAVID INVESTMENTS LLC IL
Q2 2023 Form 13-F
PEORIA, ILLINOIS
CIK 0001063571
· CRD 105990
· SEC-registered investment adviser
$3.4B Reported Value Total
DAVID VAUGHAN INVESTMENTS, LLC reports 3,520 total accounts under management (AUM). There are 3,520 discretionary accounts valued at $3,937,269,240, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-07-20
Reported value
$3.4B
Quarter over quarter
+2.8%
Holdings
201
Top-10 concentration
18.5%
Key People
Form ADV owners & control persons
Darrin Attis Autry
ELECTED MANAGER
Brian Andrew Christensen
ELECTED MANAGER & SR VICE PRESIDENT & CHIEF INVESTMENT OFFICER
Michael L Dewalt
ELECTED MANAGER
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Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
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Q2 2023 13F record
Q2 2023 13F filing summary
| Period of report | June 30, 2023 |
|---|---|
| Filed | August 02, 2023 |
| Form | 13F-HR |
| Reported value | $3.4B |
| Positions | 201 |
| Change in reported value | +3.6% |
| New positions | 8 |
| Exited positions | 5 |
| Position turnover | 6.3% |
| Top-10 concentration | 18.5% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 11, 2026
|
245 | $5.0B |
|
Q1 2026 13F
Filed May 12, 2026
|
234 | $4.7B |
|
Q4 2025 13F
Filed Feb 12, 2026
|
225 | $4.6B |
|
Q3 2025 13F
Filed Oct 29, 2025
|
227 | $4.6B |
|
Q2 2025 13F
Filed Jul 31, 2025
|
230 | $4.5B |
|
Q1 2025 13F
Filed May 13, 2025
|
214 | $4.3B |
|
Q4 2024 13F
Filed Feb 4, 2025
|
212 | $4.2B |
|
Q3 2024 13F
Filed Nov 4, 2024
|
216 | $4.3B |
|
Q2 2024 13F
Filed Aug 7, 2024
|
209 | $4.0B |
|
Q1 2024 13F
Filed May 13, 2024
|
219 | $4.0B |
|
Q4 2023 13F
Filed Jan 29, 2024
|
202 | $3.7B |
|
Q3 2023 13F
Filed Nov 7, 2023
|
198 | $3.3B |
|
Q2 2023 13F
Filed Aug 2, 2023
|
201 | $3.4B |
|
Q1 2023 13F
Filed May 2, 2023
|
198 | $3.3B |
|
Q4 2022 13F
Filed Feb 7, 2023
|
198 | $3.4B |
|
Q3 2022 13F
Filed Nov 14, 2022
|
190 | $3.0B |
|
Q2 2022 13F
Filed Aug 11, 2022
|
186 | $3.1B |
|
Q1 2022 13F
Filed May 9, 2022
|
193 | $3.4B |
|
Q4 2021 13F
Filed Feb 10, 2022
|
202 | $3.4B |
|
Q3 2021 13F
Filed Nov 4, 2021
|
185 | $3.1B |
33 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | $112.7M | 3.29% |
| 2 | ORCL ORACLE CORP | $69.6M | 2.03% |
| 3 | DE DEERE & CO | $69.0M | 2.01% |
| 4 | UNH UNITEDHEALTH GROUP | $67.7M | 1.98% |
| 5 | AVGO BROADCOM INC | $61.5M | 1.8% |
| 6 | JPM JP MORGAN CHASE & CO | $53.8M | 1.57% |
| 7 | COP CONOCOPHILLIPS | $52.0M | 1.52% |
| 8 | TXN TEXAS INSTRUMENTS INC | $49.6M | 1.45% |
| 9 | JNJ JOHNSON & JOHNSON | $49.0M | 1.43% |
| 10 | CSCO CISCO SYSTEMS INC | $48.8M | 1.42% |
| 11 | PEP PEPSICO INC | $48.7M | 1.42% |
| 12 | HON HONEYWELL INTERNATL INC | $48.6M | 1.42% |
| 13 | MRSH MARSH & MCLENNAN COS | $47.9M | 1.4% |
| 14 | ABBV ABBVIE INC | $47.2M | 1.38% |
| 15 | SPGI S&P GLOBAL INC | $46.8M | 1.37% |
| 16 | CVX CHEVRON CORPORATION | $46.4M | 1.36% |
| 17 | BAH BOOZ ALLEN HAMILTON HOLDING CORP | $46.0M | 1.34% |
| 18 | NEE NEXTERA ENERGY INC | $45.8M | 1.34% |
| 19 | ABT ABBOTT LABORATORIES | $45.1M | 1.32% |
| 20 | AXP AMERICAN EXPRESS CO | $45.0M | 1.32% |
Values as reported on the Q2 2023 Form 13F. Every position is in the holdings table below.