VHT β€” VANGUARD WORLD FD

Ownership history in SOUTHERN CAPITAL SERVICES INC /ADV  Β·  1 quarter on record

AI Ownership Summary

SOUTHERN CAPITAL SERVICES INC /ADV reported VANGUARD WORLD FD (VHT) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 6.79% in 2025 Q4. The latest visible filing shows VHT at 6.79% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VHT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SOUTHERN CAPITAL SERVICES INC /ADV's position in VANGUARD WORLD FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VHT was reported at 6.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.79% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SOUTHERN CAPITAL SERVICES INC /ADV held VHT β€” position size vs. price
% of Fund (quarterly)    VHT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 37,439 β€” β€” 6.79% $10.8M 2026-02-14 (Est.) $289.32

FAQ About SOUTHERN CAPITAL SERVICES INC /ADV and VHT

These are the practical questions this page is built to answer before you even open the full history table.

How long has SOUTHERN CAPITAL SERVICES INC /ADV reported owning VHT?

SOUTHERN CAPITAL SERVICES INC /ADV reported VHT across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported VHT position in SOUTHERN CAPITAL SERVICES INC /ADV's portfolio?

The largest reported portfolio weight for VHT was 6.79% in 2025 Q4.

What is the latest reported VHT position on this page?

The most recent filing on this page is 2025 Q4, when SOUTHERN CAPITAL SERVICES INC /ADV reported 37,439 shares, equal to 6.79% of portfolio, with an estimated market value of $10.8M.

What does the chart on this VHT ownership page compare?

The chart compares SOUTHERN CAPITAL SERVICES INC /ADV's quarterly VHT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to SOUTHERN CAPITAL SERVICES INC /ADV Holdings