SOUTHERN CAPITAL ADVISORS, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.

Quarter-by-quarter ownership
SOUTHERN CAPITAL ADVISORS, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$585,199
-13.0%
1,410
-7.3%
0.49%
-5.3%
Q2 2023$672,571
+27.3%
1,521
+10.9%
0.51%
+31.5%
Q1 2023$528,519
+20.8%
1,371
+0.1%
0.39%
+15.7%
Q4 2022$437,441
+2.7%
1,370
-1.2%
0.34%
-2.9%
Q3 2022$426,000
-6.0%
1,3870.0%0.35%
-3.1%
Q2 2022$453,000
-26.8%
1,387
-6.7%
0.36%
-15.1%
Q1 2022$619,000
+3.7%
1,487
+14.1%
0.42%
+14.6%
Q4 2021$597,0001,3030.37%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
TTP Investments, Inc. 55,571$13,607,00015.75%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,794$36,432,00013.72%
MFA WEALTH ADVISORS, LLC 55,410$13,560,0009.84%
SEARCY FINANCIAL SERVICES INC /ADV 53,967$13,214,0009.49%
Tatro Capital, LLC 40,693$9,964,0008.95%
Portfolio Strategies, Inc. 78,858$19,309,0008.87%
Beacon Capital Management, Inc. 797,543$195,278,0008.66%
Annex Advisory Services, LLC 290,867$71,218,0008.63%
Harel Insurance Investments & Financial Services Ltd. 806,340$197,432,0008.58%
Migdal Insurance & Financial Holdings Ltd. 1,705,516$417,596,0008.05%
View complete list of VANGUARD WORLD FDS shareholders