Bessemer Group
IVOG icon

Bessemer Group’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Bessemer Group’s Portfolio IVOG Stock Details IVOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-600
Closed -$53K – 2301
2023
Q1 		$53K Hold
600
– – ﹤0.01% 1208
2022
Q4 		$51K Hold
600
– – ﹤0.01% 1140
2022
Q3 		$47K Hold
600
– – ﹤0.01% 1180
2022
Q2 		$47K Hold
600
– – ﹤0.01% 1109
2022
Q1 		$58K Hold
600
– – ﹤0.01% 1050
2021
Q4 		$63K Hold
600
– – ﹤0.01% 1083
2021
Q3 		$59K Hold
600
– – ﹤0.01% 1026
2021
Q2 		$60K Hold
600
– – ﹤0.01% 1036
2021
Q1 		$58K Hold
600
– – ﹤0.01% 984
2020
Q4 		$54K Buy
+600
New +$49.8K ﹤0.01% 977
2019
Q3 		– Sell
-9,900
Closed -$695K – 1778
2019
Q2 		$695K Buy
+9,900
New +$680K ﹤0.01% 793

Other funds holding IVOG

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return