Vaughan David Investments’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Vaughan David Investments’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$708K	Hold	1,355	–	–	0.01%	168
2026 Q1	$628K	Hold	1,355	–	–	0.01%	166
2025 Q4	$651K	Hold	1,355	–	–	0.01%	160
2025 Q3	$628K	Buy	1,355 +530	+64%	+$239K	0.01%	158
2025 Q2	$364K	Buy	+825	New	+$342K	0.01%	180
2019 Q1	–	Sell	-1,265	Closed	-$295K	–	184
2018 Q4	$295K	Buy	+1,265	New	+$316K	0.01%	158

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vaughan David Investments's DIA Position: Q2 2026 in Review

Vaughan David Investments held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 1,355 shares worth $708K. The position accounts for 0.01% of the portfolio, ranked #168.

Vaughan David Investments first reported a position in DIA in Q4 2018 and has held it in 6 quarters since. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Vaughan David Investments held 1,355 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $708K as of Q2 2026.
Vaughan David Investments left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Vaughan David Investments's portfolio in Q2 2026, its #168 holding.
Vaughan David Investments first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and has held it in 6 quarters since.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.