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

Bessemer Group’s Portfolio IVOV Stock Details IVOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,000	Closed	-$79K	–	2302
2023 Q1	$79K	Hold	1,000	–	–	﹤0.01%	1134
2022 Q4	$77K	Hold	1,000	–	–	﹤0.01%	1086
2022 Q3	$69K	Hold	1,000	–	–	﹤0.01%	1110
2022 Q2	$72K	Hold	1,000	–	–	﹤0.01%	1068
2022 Q1	$84K	Sell	1,000 -1,608	-62%	-$132K	﹤0.01%	996
2021 Q4	$220K	Hold	2,608	–	–	﹤0.01%	818
2021 Q3	$208K	Buy	2,608 +608	+30%	+$49.1K	﹤0.01%	778
2021 Q2	$162K	Sell	2,000 -3,000	-60%	-$245K	﹤0.01%	835
2021 Q1	$391K	Buy	+5,000	New	+$364K	﹤0.01%	603
2019 Q3	–	Sell	-9,042	Closed	-$555K	–	1779
2019 Q2	$555K	Buy	+9,042	New	+$549K	﹤0.01%	851

Other funds holding IVOV

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

AWM

Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bessemer Group's IVOV Position: Q2 2023 in Review

Bessemer Group sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q2 2023, closing a stake of 1,000 shares — an estimated $79K sold.

Bessemer Group first reported a position in IVOV in Q2 2019 and held it in 10 quarters. The position peaked at $555K in Q2 2019. 110 funds tracked by Wall St. Rank hold IVOV as of Q2 2023.

Bessemer Group reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q2 2023 after selling out during the quarter.
Bessemer Group sold 1,000 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2023, an estimated $79K.
Bessemer Group first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2019 and held it in 10 quarters.
Bessemer Group's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $555K in Q2 2019.
110 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2023.

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