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Vaughan David Investments’s Goldman Sachs GS Stock Holding History

Vaughan David Investments’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$79.6M Sell
78,701
-1,388
-2% -$1.35M 1.58% 10
2026
Q1 		$67.8M Sell
80,089
-681
-0.8% -$608K 1.43% 14
2025
Q4 		$71M Sell
80,770
-2,733
-3% -$2.23M 1.54% 10
2025
Q3 		$66.5M Sell
83,503
-2,703
-3% -$2M 1.43% 11
2025
Q2 		$61M Sell
86,206
-969
-1% -$561K 1.36% 13
2025
Q1 		$47.6M Buy
87,175
+782
+0.9% +$471K 1.11% 39
2024
Q4 		$49.5M Buy
86,393
+754
+0.9% +$421K 1.17% 25
2024
Q3 		$42.4M Buy
85,639
+3,517
+4% +$1.72M 0.98% 55
2024
Q2 		$37.1M Buy
+82,122
New +$36M 0.94% 58
2014
Q1 		– Sell
-63,547
Closed -$11.3M – 152
2013
Q4 		$11.3M Sell
63,547
-1,862
-3% -$307K 0.73% 74
2013
Q3 		$10.3M Sell
65,409
-1,650
-2% -$266K 0.72% 75
2013
Q2 		$10.1M Buy
+67,059
New +$10.2M 0.72% 73

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vaughan David Investments reduced its Goldman Sachs (GS) stake by 1.7% in Q2 2026, selling an estimated $1.35M and leaving 78,701 shares worth $79.6M. The position accounts for 1.58% of the portfolio, ranked #10.

Vaughan David Investments first reported a position in GS in Q2 2013 and has held it in 12 quarters since. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Vaughan David Investments held 78,701 shares of Goldman Sachs worth $79.6M as of Q2 2026.
  • Vaughan David Investments sold 1,388 Goldman Sachs shares in Q2 2026, an estimated $1.35M.
  • Goldman Sachs made up 1.58% of Vaughan David Investments's portfolio in Q2 2026, its #10 holding.
  • Vaughan David Investments first reported a position in Goldman Sachs in Q2 2013 and has held it in 12 quarters since.
  • 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

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