Bessemer Group’s Vanguard Industrials ETF VIS Stock Holding History

Bessemer Group’s Portfolio VIS Stock Details VIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$30K	Buy	+95	New	+$30.8K	﹤0.01%	1820
2023 Q4	–	Sell	-50	Closed	-$10.1K	–	2291
2023 Q3	$10K	Buy	+50	New	+$10.3K	﹤0.01%	1593
2021 Q3	–	Sell	-1,221	Closed	-$239K	–	1765
2021 Q2	$240K	Buy	1,221 +382	+46%	+$75.1K	﹤0.01%	752
2021 Q1	$159K	Hold	839	–	–	﹤0.01%	792
2020 Q4	$143K	Buy	+839	New	+$134K	﹤0.01%	794
2019 Q1	–	Sell	-1,042	Closed	-$125K	–	1983
2018 Q4	$125K	Buy	+1,042	New	+$138K	﹤0.01%	1103
2017 Q1	–	Sell	-1,002	Closed	-$120K	–	1919
2016 Q4	$120K	Hold	1,002	–	–	﹤0.01%	1197
2016 Q3	$111K	Hold	1,002	–	–	﹤0.01%	1088
2016 Q2	$106K	Hold	1,002	–	–	﹤0.01%	755
2016 Q1	$105K	Hold	1,002	–	–	﹤0.01%	778
2015 Q4	$101K	Hold	1,002	–	–	﹤0.01%	839
2015 Q3	$95K	Hold	1,002	–	–	﹤0.01%	844
2015 Q2	$105K	Hold	1,002	–	–	﹤0.01%	837
2015 Q1	$108K	Hold	1,002	–	–	﹤0.01%	812
2014 Q4	$107K	Hold	1,002	–	–	﹤0.01%	789
2014 Q3	$102K	Hold	1,002	–	–	﹤0.01%	773
2014 Q2	$104K	Hold	1,002	–	–	﹤0.01%	764
2014 Q1	$101K	Buy	+1,002	New	+$98.8K	﹤0.01%	736

Other funds holding VIS

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

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

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

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Bessemer Group's VIS Position: Q1 2026 in Review

Bessemer Group opened a new position in Vanguard Industrials ETF (VIS) in Q1 2026: 95 shares worth $30K. The stake represents ﹤0.01% of the portfolio and ranks #1820 among its holdings. This is a return to the name: Bessemer Group previously reported a position in VIS as recently as Q3 2023.

Bessemer Group first reported a position in VIS in Q1 2014 and has held it in 18 quarters since. The position peaked at $240K in Q2 2021. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

Bessemer Group held 95 shares of Vanguard Industrials ETF worth $30K as of Q1 2026.
Vanguard Industrials ETF was a new Bessemer Group position in Q1 2026.
Vanguard Industrials ETF made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #1820 holding.
Bessemer Group first reported a position in Vanguard Industrials ETF in Q1 2014 and has held it in 18 quarters since.
Bessemer Group's Vanguard Industrials ETF position peaked at $240K in Q2 2021.
596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

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