Bessemer Group’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Bessemer Group’s Portfolio VIOO Stock Details VIOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-574	Closed	-$50K	–	2082
2022 Q4	$50K	Buy	+574	New	+$50.9K	﹤0.01%	1149
2018 Q2	–	Sell	-50,074	Closed	-$3.51M	–	1801
2018 Q1	$3.51M	Hold	50,074	–	–	0.01%	328
2017 Q4	$3.49M	Hold	50,074	–	–	0.01%	332
2017 Q3	$3.4M	Hold	50,074	–	–	0.01%	335
2017 Q2	$3.2M	Sell	50,074 -6,896	-12%	-$434K	0.01%	343
2017 Q1	$3.58M	Sell	56,970 -37,400	-40%	-$2.34M	0.01%	366
2016 Q4	$5.88M	Hold	94,370	–	–	0.03%	301
2016 Q3	$5.33M	Buy	94,370 +44,000	+87%	+$2.44M	0.03%	298
2016 Q2	$2.65M	Buy	50,370 +47,770	+1,837%	+$2.46M	0.01%	357
2016 Q1	$133K	Buy	+2,600	New	+$122K	﹤0.01%	741

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ODIJL

One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return

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

Bessemer Group's VIOO Position: Q1 2023 in Review

Bessemer Group sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q1 2023, closing a stake of 574 shares — an estimated $50K sold.

Bessemer Group first reported a position in VIOO in Q1 2016 and held it in 10 quarters. The position peaked at $5.88M in Q4 2016. 247 funds tracked by Wall St. Rank hold VIOO as of Q1 2023.

Bessemer Group reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q1 2023 after selling out during the quarter.
Bessemer Group sold 574 Vanguard S&P Small-Cap 600 ETF shares in Q1 2023, an estimated $50K.
Bessemer Group first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2016 and held it in 10 quarters.
Bessemer Group's Vanguard S&P Small-Cap 600 ETF position peaked at $5.88M in Q4 2016.
247 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2023.

Based on Bessemer Group's 13F filing for Q1 2023, filed 10 May 2023.