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Home > Institutional Investor > Vaughan And Company Securities, Inc. > Profile

Instuitional Investor - Vaughan And Company Securities, Inc.

Fund Profile
Filing Period:
Fund Name: Vaughan And Company Securities, Inc.
Portfolio Value $161,506,972
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - CORE HIGH DV ETF
 161,282 $19,534,444 12.1%
2.
Goldman Sachs Etf Tr
 175,384 $19,306,249 11.95%
3.
Ishares Trust
 IEF 52,012 $18,781,024 11.63%
4.
Ishares Trust
 IEF 69,671 $17,803,124 11.02%
5.
Ishares Tr - MRNING SM CP ETF
 265,688 $15,755,326 9.76%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)