You're signed outSign in or to get full access.
Vaughan David Investments Llc/il
David Vaughan Investments, LLC (DVI) is a privately owned Registered Investment Adviser headquartered in Peoria, Illinois, founded in 1977. With nearly five decades of experience and a staff of 46 employees, DVI provides asset management and wealth advisory services to high-net-worth individuals and institutional clients. The firm is committed to disciplined, fiduciary-focused portfolio management and comprehensive financial planning, supporting over 1,200 clients as of 2025.
Investment Strategy
David Vaughan Investments employs a disciplined, risk-managed investment approach, prioritizing fiduciary responsibility and long-term client success. Their process centers on creating tailored asset allocations for high-net-worth individuals and institutions, seeking competitive risk-adjusted returns and capital preservation through diversified equity and fixed income portfolios. DVI avoids commission-driven sales, emphasizes integrated team-based planning, and adapts portfolio strategies to clients’ evolving needs, philanthropic interests, and legacy planning priorities.
Latest 13F Filing Activity
Vaughan David Investments Llc/il filed their most recent 13F report on Jun 30, 2025 disclosing 229 equity positions with a total 13F market value of $4B. The fund increased holdings in Broadcom Inc., Oracle Corp., Salesforce Inc. among other positions. Vaughan David Investments Llc/il reduced exposure to Firstenergy Corp., Unitedhealth Group, General Mills Inc. among others.
Top Holdings
Equity Positions (229)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 3.31% | $148.3M | 298,104 | $30.11 | $497.41 | +$35.4M |
A AVGO | BROADCOM INC | 3.03% | $135.6M | 491,980 | $48.22 | $275.65 | +$48.1M |
O ORCL | ORACLE CORP | 2.55% | $114.2M | 522,165 | $28.39 | $218.63 | +$40.6M |
J JPM | JP MORGAN CHASE & CO | 2.27% | $101.4M | 349,640 | $51.86 | $289.91 | +$14.9M |
D DE | DEERE & CO | 1.79% | $80.1M | 157,463 | $78.34 | $508.49 | +$3.8M |
Industry Allocation
Investment Team (5)
| Name | Role | Location | |
|---|---|---|---|
 | Senior Vice President and Chief Investment Officer | Peoria, IL , United States | |
 | Associate Portfolio Manager | Winter Park, FL , United States | |
 | Portfolio Manager | Peoria, IL , United States | |
 | Portfolio Manager | Bloomington, IL , United States | |
 | Portfolio Manager | Winter Park, FL , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more