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Vaughan David Investments’s Phillips Edison & Co PECO Stock Holding History

Vaughan David Investments’s Portfolio PECO Stock Details PECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$827K Hold
19,882
– – 0.02% 163
2026
Q1 		$744K Hold
19,882
– – 0.02% 158
2025
Q4 		$707K Hold
19,882
– – 0.02% 156
2025
Q3 		$683K Hold
19,882
– – 0.01% 155
2025
Q2 		$696K Hold
19,882
– – 0.02% 152
2025
Q1 		$725K Hold
19,882
– – 0.02% 141
2024
Q4 		$745K Hold
19,882
– – 0.02% 140
2024
Q3 		$750K Hold
19,882
– – 0.02% 142
2024
Q2 		$650K Hold
19,882
– – 0.02% 144
2024
Q1 		$713K Hold
19,882
– – 0.02% 147
2023
Q4 		$725K Hold
19,882
– – 0.02% 136
2023
Q3 		$667K Hold
19,882
– – 0.02% 134
2023
Q2 		$678K Hold
19,882
– – 0.02% 138
2023
Q1 		$649K Hold
19,882
– – 0.02% 141
2022
Q4 		$633K Hold
19,882
– – 0.02% 141
2022
Q3 		$558K Hold
19,882
– – 0.02% 144
2022
Q2 		$664K Hold
19,882
– – 0.02% 138
2022
Q1 		$684K Buy
+19,882
New +$653K 0.02% 136

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Vaughan David Investments held its Phillips Edison & Co (PECO) position steady in Q2 2026 at 19,882 shares worth $827K. The position accounts for 0.02% of the portfolio, ranked #163.

Vaughan David Investments first reported a position in PECO in Q1 2022 and has held it in 18 quarters since. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Vaughan David Investments held 19,882 shares of Phillips Edison & Co worth $827K as of Q2 2026.
  • Vaughan David Investments left its Phillips Edison & Co share count unchanged in Q2 2026.
  • Phillips Edison & Co made up 0.02% of Vaughan David Investments's portfolio in Q2 2026, its #163 holding.
  • Vaughan David Investments first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 18 quarters since.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

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