Bessemer Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Bessemer Group’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.21M	Buy	10,166 +176	+2%	+$39.3K	﹤0.01%	799
2025 Q4	$2.12M	Buy	9,990 +87	+0.9%	+$18.2K	﹤0.01%	808
2025 Q3	$2.07M	Sell	9,903 -692	-7%	-$141K	﹤0.01%	494
2025 Q2	$2.07M	Sell	10,595 -1,846	-15%	-$342K	﹤0.01%	470
2025 Q1	$2.32M	Buy	12,441 +1,252	+11%	+$247K	﹤0.01%	443
2024 Q4	$2.22M	Buy	11,189 +2,904	+35%	+$596K	﹤0.01%	628
2024 Q3	$1.66M	Buy	8,285 +3,576	+76%	+$687K	﹤0.01%	690
2024 Q2	$860K	Sell	4,709 -1,175	-20%	-$217K	﹤0.01%	690
2024 Q1	$1.13M	Sell	5,884 -567	-9%	-$102K	﹤0.01%	658
2023 Q4	$1.16M	Sell	6,451 -304,898	-98%	-$49.8M	﹤0.01%	621
2023 Q3	$49.7M	Sell	311,349 -288	-0.1%	-$48.2K	0.11%	184
2023 Q2	$51.5M	Hold	311,637	–	–	0.11%	187
2023 Q1	$49.5M	Buy	311,637 +242	+0.1%	+$40.1K	0.12%	180
2022 Q4	$49.5M	Sell	311,395 -3,536	-1%	-$563K	0.12%	176
2022 Q3	$45.2M	Buy	314,931 +304,600	+2,948%	+$48.4M	0.12%	174
2022 Q2	$1.55M	Sell	10,331 -296,969	-97%	-$48.7M	﹤0.01%	494
2022 Q1	$54.1M	Buy	307,300 +297,161	+2,931%	+$51.7M	0.11%	172
2021 Q4	$1.81M	Buy	10,139 +418	+4%	+$74.3K	﹤0.01%	360
2021 Q3	$1.65M	Buy	9,721 +4,336	+81%	+$742K	﹤0.01%	337
2021 Q2	$935K	Buy	5,385 +150	+3%	+$26K	﹤0.01%	424
2021 Q1	$867K	Hold	5,235	–	–	﹤0.01%	433
2020 Q4	$745K	Hold	5,235	–	–	﹤0.01%	444
2020 Q3	$579K	Hold	5,235	–	–	﹤0.01%	484
2020 Q2	$559K	Buy	5,235 +2,918	+126%	+$293K	﹤0.01%	938
2020 Q1	$206K	Hold	2,317	–	–	﹤0.01%	988
2019 Q4	$317K	Hold	2,317	–	–	﹤0.01%	996
2019 Q3	$299K	Sell	2,317 -1,015	-30%	-$130K	﹤0.01%	988
2019 Q2	$435K	Sell	3,332 -141	-4%	-$18.3K	﹤0.01%	908
2019 Q1	$447K	Sell	3,473 -1,385	-29%	-$176K	﹤0.01%	824
2018 Q4	$554K	Sell	4,858 -41	-0.8%	-$5.19K	﹤0.01%	720
2018 Q3	$683K	Sell	4,899 -274	-5%	-$38.4K	﹤0.01%	679
2018 Q2	$702K	Sell	5,173 -4,073	-44%	-$547K	﹤0.01%	668
2018 Q1	$1.2M	Sell	9,246 -289	-3%	-$38.3K	﹤0.01%	537
2017 Q4	$1.27M	Buy	9,535 +1,911	+25%	+$249K	﹤0.01%	542
2017 Q3	$974K	Hold	7,624	–	–	﹤0.01%	667
2017 Q2	$937K	Hold	7,624	–	–	﹤0.01%	684
2017 Q1	$937K	Sell	7,624 -530	-6%	-$65.1K	﹤0.01%	729
2016 Q4	$987K	Sell	8,154 -188,400	-96%	-$21.6M	﹤0.01%	713
2016 Q3	$21.8M	Sell	196,554 -195,892	-50%	-$21.5M	0.11%	157
2016 Q2	$41.3M	Buy	392,446 +387,530	+7,883%	+$40.2M	0.23%	128
2016 Q1	$501K	Hold	4,916	–	–	﹤0.01%	558
2015 Q4	$485K	Sell	4,916 -158	-3%	-$16.1K	﹤0.01%	628
2015 Q3	$491K	Buy	5,074 +158	+3%	+$16.4K	﹤0.01%	651
2015 Q2	$530K	Hold	4,916	–	–	﹤0.01%	637
2015 Q1	$538K	Sell	4,916 -78	-2%	-$8.28K	﹤0.01%	601
2014 Q4	$528K	Sell	4,994 -236	-5%	-$24.3K	﹤0.01%	582
2014 Q3	$521K	Buy	5,230 +314	+6%	+$32.5K	﹤0.01%	573
2014 Q2	$519K	Hold	4,916	–	–	﹤0.01%	568
2014 Q1	$495K	Buy	4,916 +1,024	+26%	+$99.8K	﹤0.01%	543
2013 Q4	$379K	Hold	3,892	–	–	﹤0.01%	582
2013 Q3	$351K	Buy	3,892 +2,722	+233%	+$241K	﹤0.01%	600
2013 Q2	$98K	Buy	+1,170	New	+$97.1K	﹤0.01%	649

Other funds holding VBR

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

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

Bessemer Group's VBR Position: Q1 2026 in Review

Bessemer Group increased its Vanguard Small-Cap Value ETF (VBR) stake by 1.8% in Q1 2026, buying an estimated $39.3K and bringing the position to 10,166 shares worth $2.21M. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Bessemer Group first reported a position in VBR in Q2 2013 and has held it in 52 quarters since. The position peaked at $54.1M in Q1 2022. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

Bessemer Group held 10,166 shares of Vanguard Small-Cap Value ETF worth $2.21M as of Q1 2026.
Bessemer Group bought 176 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $39.3K.
Vanguard Small-Cap Value ETF made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #799 holding.
Bessemer Group first reported a position in Vanguard Small-Cap Value ETF in Q2 2013 and has held it in 52 quarters since.
Bessemer Group's Vanguard Small-Cap Value ETF position peaked at $54.1M in Q1 2022.
1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

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