Vaughan & CO Securities, Inc. has filed its 13F form on May 01, 2024 for Q1 2024 where it was disclosed a total value porftolio of $155 Million distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 2000 Gwt ETF with a value of $19M, Goldman Sachs ETF Tr Activebet with a value of $18.9M, Ishares Russell 1000 Gr ETF with a value of $18.8M, Ishares Core High Dividend ETF with a value of $17.1M, and Ishares Morningstar Small Cap with a value of $15.6M.

Examining the 13F form we can see an increase of $7.31M in the current position value, from $148M to 155M.

Below you can find more details about Vaughan & CO Securities, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $155 Million
ETFs: $136 Million
Technology: $3.06 Million
Financial Services: $2.98 Million
Energy: $2.86 Million
Communication Services: $2.28 Million
Utilities: $2.13 Million
Healthcare: $1.53 Million
Basic Materials: $1.36 Million
Other: $2.46 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 56
  • Current Value $155 Million
  • Prior Value $148 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 01, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 2 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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