Bessemer Group

Bessemer Group’s Vanguard Utilities ETF VPU Stock Holding History

Bessemer Group’s Portfolio VPU Stock Details VPU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,350	Closed	-$572K	–	2648
2025 Q1	$572K	Hold	3,350	–	–	﹤0.01%	836
2024 Q4	$547K	Sell	3,350 -4,000	-54%	-$685K	﹤0.01%	865
2024 Q3	$1.28M	Hold	7,350	–	–	﹤0.01%	734
2024 Q2	$1.09M	Hold	7,350	–	–	﹤0.01%	645
2024 Q1	$1.05M	Hold	7,350	–	–	﹤0.01%	668
2023 Q4	$1.01M	Hold	7,350	–	–	﹤0.01%	657
2023 Q3	$937K	Buy	7,350 +4,000	+119%	+$559K	﹤0.01%	643
2023 Q2	$476K	Buy	+3,350	New	+$491K	﹤0.01%	836
2021 Q4	–	Sell	-1,220	Closed	-$170K	–	1987
2021 Q3	$170K	Hold	1,220	–	–	﹤0.01%	824
2021 Q2	$169K	Buy	+1,220	New	+$175K	﹤0.01%	827
2020 Q2	–	Sell	-260	Closed	-$32K	–	1814
2020 Q1	$32K	Buy	+260	New	+$36.5K	﹤0.01%	1292
2015 Q4	–	Sell	-210	Closed	-$20K	–	1731
2015 Q3	$20K	Buy	+210	New	+$19.5K	﹤0.01%	1115
2014 Q1	–	Sell	-3,000	Closed	-$250K	–	1381
2013 Q4	$250K	Buy	+3,000	New	+$251K	﹤0.01%	633

Other funds holding VPU

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

Bank of America

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

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

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management

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

Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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