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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bessemer Group's IVOG Position: Q2 2023 in Review

Bessemer Group sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2023, closing a stake of 600 shares — an estimated $53K sold.

Bessemer Group first reported a position in IVOG in Q2 2019 and held it in 11 quarters. The position peaked at $695K in Q2 2019. 91 funds tracked by Wall St. Rank hold IVOG as of Q2 2023.

Bessemer Group reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q2 2023 after selling out during the quarter.
Bessemer Group sold 600 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2023, an estimated $53K.
Bessemer Group first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2019 and held it in 11 quarters.
Bessemer Group's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $695K in Q2 2019.
91 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2023.

Based on Bessemer Group's 13F filing for Q2 2023, filed 10 Aug 2023.