VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
•CIK: 1021642•Filing: Q4 2025
Vaughan Nelson Investment Management, L.P., managed by the seasoned team of Vaughan Nelson and his co-managers, is known for its concentrated, high-conviction approach, currently overseeing $10.2 billion in assets across 214 positions. The fund has recently made notable shifts by adding Apple, JPMorgan Chase, and Broadcom, while exiting Spotify and exiting CMA entirely, and significantly increasing stakes in Crusader Energy and Nucor, reflecting a focus on tech and industrial sectors.
Total AUM
$10.2B
QoQ Performance
-7.0%
Positions
214
Top 10 Concentration
23.2%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOGL3.0%
NVDA2.9%
AMZN2.6%
LLY2.4%
MSFT2.3%
MPWR2.3%
TSM2.1%
IWN2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other73.3%
Technology13.4%
Financial4.1%
Consumer2.7%
Healthcare2.5%
Materials1.2%
Communication1.1%
Industrial0.8%
🚪 Exited Positionssold since Q3 2025
+22 more exited positions
Changes from Q3 2025
NEW29 new positions
↑51 increased
↓104 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023