13F Insight
DOSSIER · 13F-HR · Q2 2026

VAUGHAN & Co SECURITIES, INC.

$214M in tracked AUM across 61 positions as of Q2 2026.

V&
CIK 0000805870 · last filed Jun 30, 2026
Total AUM
$214M
as of Q2 2026
Holdings
61
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

VAUGHAN & Co SECURITIES, INC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IWO
ISHARES TR
$28M70K12.8%02
IWF
ISHARES TR
$26M213K12.3%03
GSLC
GOLDMAN SACHS ETF TR
$26M186K12.3%04
HDV
ISHARES TR
$25M910K11.6%05
ISCV
ISHARES TR
$23M291K10.6%06
IEMG
ISHARES INC
$17M206K8.0%07
IEFA
ISHARES TR
$15M151K6.8%08
IXN
ISHARES TR
$12M82K5.6%09
DES
WISDOMTREE TR
$3M78K1.5%10
EFAV
ISHARES TR
$3M31K1.3%

Filing history

2026Q2Jun 30
$214M▲ 11.3%
61 positionsView →2026Q1Mar 31
$193M▼ 0.4%
58 positionsView →2025Q4Dec 31
$193M▲ 2.7%
57 positionsView →2025Q3Sep 30
$188M▲ 8.0%
57 positionsView →2025Q2Jun 30
$174M▲ 8.0%
57 positionsLocked2025Q1Mar 31
$162M▼ 2.6%
55 positionsLocked2024Q4Dec 31
$166M▼ 2.3%
54 positionsLocked2024Q3Sep 30
$170M▲ 7.1%
54 positionsLocked2024Q2Jun 30
$159M▲ 0.9%
54 positionsLocked2024Q1Mar 31
$157M▲ 5.4%
56 positionsLocked2023Q4Dec 31
$149M▲ 10.7%
55 positionsLocked2023Q3Sep 30
$135M▼ 4.3%
52 positionsLocked
Showing 12 of 26