Bessemer Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Bessemer Group’s Portfolio ESGV Stock Details ESGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-215	Closed	-$25K	–	2571
2025 Q3	$25K	Hold	215	–	–	﹤0.01%	1629
2025 Q2	$24K	Buy	+215	New	+$21.7K	﹤0.01%	1515
2019 Q4	–	Sell	-23,650	Closed	-$1.23M	–	1666
2019 Q3	$1.23M	Buy	+23,650	New	+$1.22M	﹤0.01%	649

Other funds holding ESGV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bessemer Group's ESGV Position: Q4 2025 in Review

Bessemer Group sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2025, closing a stake of 215 shares — an estimated $25K sold.

Bessemer Group first reported a position in ESGV in Q3 2019 and held it in 3 quarters. The position peaked at $1.23M in Q3 2019. 689 funds tracked by Wall St. Rank hold ESGV as of Q4 2025.

Bessemer Group reported no remaining Vanguard ESG US Stock ETF position as of Q4 2025 after selling out during the quarter.
Bessemer Group sold 215 Vanguard ESG US Stock ETF shares in Q4 2025, an estimated $25K.
Bessemer Group first reported a position in Vanguard ESG US Stock ETF in Q3 2019 and held it in 3 quarters.
Bessemer Group's Vanguard ESG US Stock ETF position peaked at $1.23M in Q3 2019.
689 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2025.

Based on Bessemer Group's 13F filing for Q4 2025, filed 5 Feb 2026.