Quarterly Portfolio Update: Vaughan & Co Securities Inc.'s Buying and Selling Patterns
Vaughan & Co Securities Inc. reported significant changes in its holdings during the second quarter of 2026, including notable purchases and sales.
As of June 30th, 2026, Vaughan & Co Securities Inc. has shown active portfolio management with observable buying and selling activities across various sectors.
The investor's largest position increase during this quarter was in ISHARES TR (HDV), commonly referred to as HDV. They added over 728,000 shares, representing a substantial 401% increase in the holding's weight within their portfolio. This significant growth can be explored further on Vaughan & Co Securities Inc.'s profile and via stock-specific data at HDV's page.
Another major addition was ISHARES TR (IWF), symbol IWF. Vaughan & Co Securities Inc. increased their stake by approximately 159,000 shares, leading to a nearly three-fold growth in the holding and boosting its portfolio weight from previous levels. Investors can find detailed information about this fund at IWF's page.
Additionally, the investor boosted their position in ISHARES TR (IWO), symbol IWO, by acquiring around 259 fewer shares compared to the prior period. This resulted in a slight increase of approximately 0.3% for this holding.
The analysis also reveals notable sales activities. The investment in ISHARES INC (IEMG), symbol IEMG, decreased significantly by about 7,582 shares (-3.55%), impacting its portfolio allocation. Similarly, the position in ISHARES TR (IXN), symbol IXN, saw a reduction of approximately 6,000 shares (-6.77%) during this quarter.
Furthermore, Vaughan & Co Securities Inc. disposed of their entire stake in IWD and IWD fund holdings, respectively, indicating an exit from these positions entirely. The investor also reduced their position in ISHARES TR (IWO) by about 2,600 shares (-3.59%) compared to the previous quarter.
While most changes were concentrated within exchange-traded funds under management categories like ETFs and Mutual Funds, there are also individual stock positions that changed during this period. These include holdings in VLY (Valley Ntl Bancorp), PFE (Pfizer Inc.), DOW (Dow Hldgs Inc.), BMY (Bristol Myers Squibb Co.), TU (Telus Corp.), RCI (Rogers Communications Inc.), and VICI Pptyts Inc.