SOUTHERN CAPITAL ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.

Quarter-by-quarter ownership
SOUTHERN CAPITAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,079,805
-1.9%
3,965
+1.9%
0.90%
+6.7%
Q2 2023$1,100,766
+13.0%
3,890
-0.4%
0.84%
+16.8%
Q1 2023$974,460
+14.4%
3,907
-2.2%
0.72%
+9.4%
Q4 2022$851,683
-0.2%
3,996
+0.2%
0.66%
-5.6%
Q3 2022$853,000
-3.8%
3,988
+0.2%
0.70%
-0.7%
Q2 2022$887,000
-22.4%
3,981
+0.1%
0.70%
-10.1%
Q1 2022$1,143,000
-10.4%
3,976
+0.1%
0.78%
-0.8%
Q4 2021$1,275,0003,9720.79%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Fee-Only Financial Planning, L.C. 122,751$33,426,18926.93%
Jentner Corp 158,119$43,057,39926.77%
MCIA Inc 243,241$70,170,10326.32%
Axiom Advisory, LLC 102,920$28,026,06025.23%
Safeguard Financial, LLC 188,009$51,196,63024.70%
Dougherty Wealth Advisers LLC 77,821$21,191,43724.54%
Mill Creek Capital Advisors, LLC 2,486,308$677,046,52622.50%
Retirement Investment Advisors, Inc. 813,010$221,390,75320.16%
TL Private Wealth 125,841$35,132,38720.13%
STEVENS CAPITAL PARTNERS 89,532$24,380,48019.56%
View complete list of VANGUARD INDEX FDS shareholders