Bessemer Group
VFH icon

Bessemer Group’s Vanguard Financials ETF VFH Stock Holding History

Bessemer Group’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.46M Buy
11,059
+944
+9% +$120K ﹤0.01% 927
2026
Q1 		$1.22M Buy
10,115
+1,640
+19% +$209K ﹤0.01% 914
2025
Q4 		$1.13M Hold
8,475
– – ﹤0.01% 933
2025
Q3 		$1.11M Buy
8,475
+250
+3% +$32.4K ﹤0.01% 627
2025
Q2 		$1.05M Sell
8,225
-307
-4% -$36.6K ﹤0.01% 630
2025
Q1 		$1.02M Sell
8,532
-193
-2% -$23.5K ﹤0.01% 689
2024
Q4 		$1.03M Hold
8,725
– – ﹤0.01% 759
2024
Q3 		$959K Hold
8,725
– – ﹤0.01% 787
2024
Q2 		$871K Hold
8,725
– – ﹤0.01% 684
2024
Q1 		$893K Sell
8,725
-10,443
-54% -$1M ﹤0.01% 690
2023
Q4 		$1.77M Hold
19,168
– – ﹤0.01% 514
2023
Q3 		$1.54M Buy
19,168
+10,858
+131% +$908K ﹤0.01% 521
2023
Q2 		$675K Sell
8,310
-813,425
-99% -$63.8M ﹤0.01% 724
2023
Q1 		$64M Sell
821,735
-61
-0% -$5.16K 0.15% 162
2022
Q4 		$68M Buy
821,796
+821,735
+1,347,107% +$67.9M 0.17% 157
2022
Q3 		$5K Sell
61
-2,939
-98% -$239K ﹤0.01% 1722
2022
Q2 		$232K Sell
3,000
-1,341,070
-100% -$113M ﹤0.01% 852
2022
Q1 		$126M Sell
1,344,070
-384,238
-22% -$36.8M 0.26% 119
2021
Q4 		$167M Buy
1,728,308
+15,528
+0.9% +$1.51M 0.33% 93
2021
Q3 		$159M Buy
+1,712,780
New +$158M 0.34% 92
2021
Q2 		– Sell
-1,045
Closed -$88K – 1648
2021
Q1 		$88K Buy
+1,045
New +$83.3K ﹤0.01% 906
2019
Q3 		– Sell
-749
Closed -$52K – 1829
2019
Q2 		$52K Buy
+749
New +$50.8K ﹤0.01% 1306
2018
Q4 		– Sell
-212
Closed -$15K – 2058
2018
Q3 		$15K Hold
212
– – ﹤0.01% 1541
2018
Q2 		$14K Sell
212
-552,888
-100% -$38.6M ﹤0.01% 1466
2018
Q1 		$38.4M Buy
+553,100
New +$39.9M 0.15% 135

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bessemer Group's VFH Position: Q2 2026 in Review

Bessemer Group increased its Vanguard Financials ETF (VFH) stake by 9.3% in Q2 2026, buying an estimated $120K and bringing the position to 11,059 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #927.

Bessemer Group first reported a position in VFH in Q1 2018 and has held it in 25 quarters since. The position peaked at $167M in Q4 2021. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Bessemer Group held 11,059 shares of Vanguard Financials ETF worth $1.46M as of Q2 2026.
  • Bessemer Group bought 944 Vanguard Financials ETF shares in Q2 2026, an estimated $120K.
  • Vanguard Financials ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #927 holding.
  • Bessemer Group first reported a position in Vanguard Financials ETF in Q1 2018 and has held it in 25 quarters since.
  • Bessemer Group's Vanguard Financials ETF position peaked at $167M in Q4 2021.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.