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

Bessemer Group’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$91K	Hold	800	–	–	﹤0.01%	1530
2025 Q4	$89K	Buy	800 +710	+789%	+$78.7K	﹤0.01%	1504
2025 Q3	$10K	Buy	+90	New	+$9.79K	﹤0.01%	1947
2018 Q2	–	Sell	-72,128	Closed	-$4.57M	–	1733
2018 Q1	$4.57M	Hold	72,128	–	–	0.02%	304
2017 Q4	$4.61M	Hold	72,128	–	–	0.02%	299
2017 Q3	$4.36M	Hold	72,128	–	–	0.02%	302
2017 Q2	$4.24M	Sell	72,128 -12,856	-15%	-$749K	0.02%	308
2017 Q1	$4.92M	Buy	84,984 +73,290	+627%	+$4.21M	0.02%	330
2016 Q4	$651K	Hold	11,694	–	–	﹤0.01%	827
2016 Q3	$611K	Buy	11,694 +9,274	+383%	+$483K	﹤0.01%	718
2016 Q2	$121K	Buy	2,420 +2,290	+1,762%	+$113K	﹤0.01%	744
2016 Q1	$6K	Buy	+130	New	+$5.84K	﹤0.01%	1224

Other funds holding IVOO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

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

SILC

Starr Indemnity & Liability Company New York $394M AUM 37.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bessemer Group's IVOO Position: Q1 2026 in Review

Bessemer Group held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q1 2026 at 800 shares worth $91K. The position accounts for ﹤0.01% of the portfolio, ranked #1530.

Bessemer Group first reported a position in IVOO in Q1 2016 and has held it in 12 quarters since. The position peaked at $4.92M in Q1 2017. 299 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

Bessemer Group held 800 shares of Vanguard S&P Mid-Cap 400 ETF worth $91K as of Q1 2026.
Bessemer Group left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q1 2026.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #1530 holding.
Bessemer Group first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2016 and has held it in 12 quarters since.
Bessemer Group's Vanguard S&P Mid-Cap 400 ETF position peaked at $4.92M in Q1 2017.
299 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.