Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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JWM
Jacobus Wealth Management’s
Vanguard Small-Cap ETF
VB
Stock Holding History
Jacobus Wealth Management’s Portfolio
VB Stock Details
VB Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q3
$2.08M
Hold
2017
Q2
$2M
Hold
2017
Q1
$1.97M
Hold
2016
Q4
$1.9M
Hold
2016
Q3
$1.8M
Hold
2016
Q2
$1.71M
Hold
2016
Q1
$1.64M
Hold
2015
Q4
$1.63M
Buy
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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