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

Bessemer Group’s Portfolio VIOV Stock Details VIOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,460	Closed	-$320K	–	2705
2024 Q3	$320K	Hold	3,460	–	–	﹤0.01%	1016
2024 Q2	$290K	Hold	3,460	–	–	﹤0.01%	918
2024 Q1	$306K	Hold	3,460	–	–	﹤0.01%	916
2023 Q4	$306K	Hold	3,460	–	–	﹤0.01%	946
2023 Q3	$267K	Hold	3,460	–	–	﹤0.01%	961
2023 Q2	$284K	Hold	3,460	–	–	﹤0.01%	953
2023 Q1	$279K	Hold	3,460	–	–	﹤0.01%	842
2022 Q4	$272K	Hold	3,460	–	–	﹤0.01%	835
2022 Q3	$247K	Hold	3,460	–	–	﹤0.01%	857
2022 Q2	$266K	Buy	+3,460	New	+$287K	﹤0.01%	832

Other funds holding VIOV

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ODIJL

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

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

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

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

Bessemer Group's VIOV Position: Q4 2024 in Review

Bessemer Group sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q4 2024, closing a stake of 3,460 shares — an estimated $320K sold.

Bessemer Group first reported a position in VIOV in Q2 2022 and held it in 10 quarters. The position peaked at $320K in Q3 2024. 192 funds tracked by Wall St. Rank hold VIOV as of Q4 2024.

Bessemer Group reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q4 2024 after selling out during the quarter.
Bessemer Group sold 3,460 Vanguard S&P Small-Cap 600 Value ETF shares in Q4 2024, an estimated $320K.
Bessemer Group first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q2 2022 and held it in 10 quarters.
Bessemer Group's Vanguard S&P Small-Cap 600 Value ETF position peaked at $320K in Q3 2024.
192 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q4 2024.

Based on Bessemer Group's 13F filing for Q4 2024, filed 13 Feb 2025.