Bessemer Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bessemer Group’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.2M	Buy	55,607 +23,612	+74%	+$5.42M	0.02%	358
2026 Q1	$6.88M	Sell	31,995 -1,256	-4%	-$280K	0.01%	401
2025 Q4	$7.31M	Sell	33,251 -10,770	-24%	-$2.35M	0.01%	361
2025 Q3	$9.5M	Sell	44,021 -9,393	-18%	-$1.97M	0.01%	311
2025 Q2	$10.9M	Sell	53,414 -3,692	-6%	-$716K	0.02%	301
2025 Q1	$11.1M	Buy	57,106 +13,897	+32%	+$2.76M	0.02%	288
2024 Q4	$8.46M	Buy	43,209 +3,254	+8%	+$650K	0.01%	329
2024 Q3	$7.91M	Buy	39,955 +5,420	+16%	+$1.03M	0.01%	338
2024 Q2	$6.3M	Hold	34,535	–	–	0.01%	343
2024 Q1	$6.31M	Buy	34,535 +4,195	+14%	+$737K	0.01%	359
2023 Q4	$5.17M	Sell	30,340 -110	-0.4%	-$17.7K	0.01%	367
2023 Q3	$4.73M	Buy	30,450 +214	+0.7%	+$34.7K	0.01%	368
2023 Q2	$4.91M	Buy	30,236 +1,727	+6%	+$270K	0.01%	362
2023 Q1	$4.39M	Buy	28,509 +2,447	+9%	+$375K	0.01%	355
2022 Q4	$3.96M	Sell	26,062 -701	-3%	-$104K	0.01%	361
2022 Q3	$3.62M	Sell	26,763 -44	-0.2%	-$6.55K	0.01%	359
2022 Q2	$3.85M	Sell	26,807 -97	-0.4%	-$14.8K	0.01%	340
2022 Q1	$4.36M	Buy	26,904 +1,396	+5%	+$225K	0.01%	262
2021 Q4	$4.38M	Sell	25,508 -1,418	-5%	-$234K	0.01%	257
2021 Q3	$4.13M	Sell	26,926 -2,853	-10%	-$455K	0.01%	255
2021 Q2	$4.61M	Buy	29,779 +3,203	+12%	+$492K	0.01%	261
2021 Q1	$3.91M	Sell	26,576 -1,537	-5%	-$219K	0.01%	269
2020 Q4	$3.97M	Sell	28,113 -5,383	-16%	-$730K	0.01%	256
2020 Q3	$4.31M	Buy	33,496 +7,125	+27%	+$896K	0.01%	257
2020 Q2	$3.09M	Sell	26,371 -134	-0.5%	-$15.3K	0.01%	380
2020 Q1	$2.74M	Hold	26,505	–	–	0.01%	376
2019 Q4	$3.3M	Buy	26,505 +5,756	+28%	+$696K	0.01%	430
2019 Q3	$2.48M	Sell	20,749 -1,896	-8%	-$224K	0.01%	459
2019 Q2	$2.61M	Buy	22,645 +1,851	+9%	+$208K	0.01%	452
2019 Q1	$2.28M	Buy	20,794 +920	+5%	+$97K	0.01%	423
2018 Q4	$1.95M	Buy	19,874 +1,000	+5%	+$104K	0.01%	389
2018 Q3	$2.09M	Sell	18,874 -1,382	-7%	-$149K	0.01%	397
2018 Q2	$2.06M	Sell	20,256 -425	-2%	-$43.3K	0.01%	403
2018 Q1	$2.09M	Buy	20,681 +1,234	+6%	+$128K	0.01%	397
2017 Q4	$1.98M	Sell	19,447 -528	-3%	-$52K	0.01%	408
2017 Q3	$1.89M	Buy	19,975 +676	+4%	+$63.1K	0.01%	457
2017 Q2	$1.79M	Sell	19,299 -2,195	-10%	-$201K	0.01%	498
2017 Q1	$1.93M	Sell	21,494 -30,489	-59%	-$2.7M	0.01%	509
2016 Q4	$4.43M	Buy	51,983 +30,058	+137%	+$2.53M	0.02%	340
2016 Q3	$1.84M	Sell	21,925 -15,269	-41%	-$1.29M	0.01%	468
2016 Q2	$3.1M	Sell	37,194 -875	-2%	-$71.5K	0.02%	346
2016 Q1	$3.09M	Buy	38,069 +20	+0.1%	+$1.53K	0.02%	341
2015 Q4	$2.96M	Buy	38,049 +14,404	+61%	+$1.12M	0.02%	355
2015 Q3	$1.74M	Buy	23,645 +1,426	+6%	+$110K	0.01%	447
2015 Q2	$1.75M	Hold	22,219	–	–	0.01%	457
2015 Q1	$1.79M	Hold	22,219	–	–	0.01%	429
2014 Q4	$1.8M	Hold	22,219	–	–	0.01%	395
2014 Q3	$1.71M	Hold	22,219	–	–	0.01%	392
2014 Q2	$1.73M	Buy	22,219 +2,195	+11%	+$168K	0.01%	377
2014 Q1	$1.51M	Buy	20,024 +671	+3%	+$49.5K	0.01%	377
2013 Q4	$1.46M	Hold	19,353	–	–	0.01%	391
2013 Q3	$1.35M	Buy	19,353 +1,000	+5%	+$69.2K	0.01%	368
2013 Q2	$1.22M	Buy	+18,353	New	+$1.23M	0.01%	375

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bessemer Group's VIG Position: Q2 2026 in Review

Bessemer Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 74% in Q2 2026, buying an estimated $5.42M and bringing the position to 55,607 shares worth $13.2M. The position accounts for 0.02% of the portfolio, ranked #358.

Bessemer Group first reported a position in VIG in Q2 2013 and has held it in 53 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Bessemer Group held 55,607 shares of Vanguard Dividend Appreciation ETF worth $13.2M as of Q2 2026.
Bessemer Group bought 23,612 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $5.42M.
Vanguard Dividend Appreciation ETF made up 0.02% of Bessemer Group's portfolio in Q2 2026, its #358 holding.
Bessemer Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 53 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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