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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SWA
SFMG Wealth Advisors’s
Vanguard Small-Cap ETF
VB
Stock Holding History
SFMG Wealth Advisors’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
2016
Q1
–
Sell
2015
Q4
$323K
Sell
2015
Q3
$362K
Sell
2015
Q2
$617K
Sell
2015
Q1
$1.87M
Buy
2014
Q4
$482K
Hold
2014
Q3
$458K
Hold
2014
Q2
$484K
Hold
2014
Q1
$467K
Sell
2013
Q4
$813K
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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