Bessemer Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Bessemer Group’s Portfolio VOE Stock Details VOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.02M	Buy	5,185 +2,739	+112%	+$530K	﹤0.01%	993
2026 Q1	$451K	Buy	2,446 +299	+14%	+$55.9K	﹤0.01%	1164
2025 Q4	$381K	Sell	2,147 -355	-14%	-$62.1K	﹤0.01%	1214
2025 Q3	$436K	Buy	2,502 +577	+30%	+$98.2K	﹤0.01%	901
2025 Q2	$317K	Hold	1,925	–	–	﹤0.01%	977
2025 Q1	$309K	Hold	1,925	–	–	﹤0.01%	990
2024 Q4	$312K	Buy	1,925 +535	+38%	+$90.2K	﹤0.01%	995
2024 Q3	$233K	Hold	1,390	–	–	﹤0.01%	1088
2024 Q2	$209K	Hold	1,390	–	–	﹤0.01%	1007
2024 Q1	$217K	Hold	1,390	–	–	﹤0.01%	1005
2023 Q4	$202K	Hold	1,390	–	–	﹤0.01%	1034
2023 Q3	$182K	Hold	1,390	–	–	﹤0.01%	1056
2023 Q2	$192K	Hold	1,390	–	–	﹤0.01%	1058
2023 Q1	$186K	Hold	1,390	–	–	﹤0.01%	912
2022 Q4	$188K	Sell	1,390 -2,874	-67%	-$386K	﹤0.01%	905
2022 Q3	$519K	Sell	4,264 -31	-0.7%	-$4.2K	﹤0.01%	714
2022 Q2	$556K	Sell	4,295 -341,937	-99%	-$48.4M	﹤0.01%	684
2022 Q1	$51.8M	Buy	346,232 +341,867	+7,832%	+$50.3M	0.11%	174
2021 Q4	$657K	Hold	4,365	–	–	﹤0.01%	562
2021 Q3	$609K	Buy	4,365 +2,944	+207%	+$418K	﹤0.01%	523
2021 Q2	$199K	Buy	1,421 +31	+2%	+$4.38K	﹤0.01%	793
2021 Q1	$187K	Hold	1,390	–	–	﹤0.01%	766
2020 Q4	$165K	Hold	1,390	–	–	﹤0.01%	765
2020 Q3	$141K	Hold	1,390	–	–	﹤0.01%	787
2020 Q2	$133K	Hold	1,390	–	–	﹤0.01%	1196
2020 Q1	$113K	Hold	1,390	–	–	﹤0.01%	1100
2019 Q4	$166K	Hold	1,390	–	–	﹤0.01%	1108
2019 Q3	$157K	Sell	1,390 -1,669	-55%	-$185K	﹤0.01%	1102
2019 Q2	$341K	Sell	3,059 -161	-5%	-$17.6K	﹤0.01%	953
2019 Q1	$347K	Buy	3,220 +161	+5%	+$16.9K	﹤0.01%	879
2018 Q4	$291K	Hold	3,059	–	–	﹤0.01%	885
2018 Q3	$346K	Sell	3,059 -499	-14%	-$56.7K	﹤0.01%	864
2018 Q2	$393K	Sell	3,558 -266	-7%	-$29.5K	﹤0.01%	833
2018 Q1	$418K	Buy	3,824 +630	+20%	+$70.9K	﹤0.01%	833
2017 Q4	$356K	Hold	3,194	–	–	﹤0.01%	887
2017 Q3	$337K	Hold	3,194	–	–	﹤0.01%	952
2017 Q2	$329K	Hold	3,194	–	–	﹤0.01%	956
2017 Q1	$326K	Sell	3,194 -229,615	-99%	-$23.1M	﹤0.01%	983
2016 Q4	$22.6M	Sell	232,809 -1,656	-0.7%	-$157K	0.1%	153
2016 Q3	$21.9M	Buy	234,465 +4,850	+2%	+$449K	0.11%	155
2016 Q2	$20.5M	Buy	229,615 +227,505	+10,782%	+$20M	0.11%	154
2016 Q1	$184K	Buy	2,110 +1,960	+1,307%	+$160K	﹤0.01%	688
2015 Q4	$13K	Hold	150	–	–	﹤0.01%	1188
2015 Q3	$12K	Hold	150	–	–	﹤0.01%	1179
2015 Q2	$14K	Buy	+150	New	+$13.9K	﹤0.01%	1185

Other funds holding VOE

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bessemer Group's VOE Position: Q2 2026 in Review

Bessemer Group increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 112% in Q2 2026, buying an estimated $530K and bringing the position to 5,185 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #993.

Bessemer Group first reported a position in VOE in Q2 2015 and has held it in 45 quarters since. The position peaked at $51.8M in Q1 2022. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Bessemer Group held 5,185 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.02M as of Q2 2026.
Bessemer Group bought 2,739 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $530K.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #993 holding.
Bessemer Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2015 and has held it in 45 quarters since.
Bessemer Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $51.8M in Q1 2022.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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