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
Search
Sign in
Sign up
VCM
Virtue Capital Management’s
Interactive Brokers
IBKR
Stock Holding History
Virtue Capital Management’s Portfolio
IBKR Stock Details
IBKR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.88M
Sell
29,444
-428
-1%
-$30.6K
0.29%
63
2025
Q4
$2.01M
Buy
29,872
+27,635
+1,235%
+$1.85M
0.31%
54
2025
Q3
$439K
Sell
2,237
-27,563
-92%
-$1.73M
0.07%
190
2025
Q2
$1.65M
Sell
29,800
-2,972
-9%
-$141K
0.3%
54
2025
Q1
$1.35M
Buy
32,772
+5,324
+19%
+$264K
0.16%
106
2024
Q4
$1.21M
Buy
27,448
+1,648
+6%
+$69.4K
0.24%
67
2024
Q3
$899K
Buy
25,800
+656
+3%
+$20.3K
0.18%
93
2024
Q2
$767K
Buy
+25,144
New
+$750K
0.13%
145
2018
Q4
–
Sell
-271,728
Closed
-$3.76M
–
155
2018
Q3
$3.76M
Buy
+271,728
New
+$4.12M
0.79%
40
2018
Q2
–
Sell
-61,056
Closed
-$1.13M
–
312
2018
Q1
$1.13M
Buy
+61,056
New
+$1.01M
0.59%
31
Other funds holding IBKR
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
CCM
Cantillon Capital Management
New York
$15.1B AUM
23.54%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
GWM
Greenwich Wealth Management
Greenwich, Connecticut
$2.45B AUM
39.53%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
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
Theme
Close