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 $1.89T AUM 35.08% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Bessemer Group's VPU Position: Q2 2025 in Review

Bessemer Group sold out of Vanguard Utilities ETF (VPU) in Q2 2025, closing a stake of 3,350 shares — an estimated $572K sold.

Bessemer Group first reported a position in VPU in Q4 2013 and held it in 13 quarters. The position peaked at $1.28M in Q3 2024. 620 funds tracked by Wall St. Rank hold VPU as of Q2 2025.

Bessemer Group reported no remaining Vanguard Utilities ETF position as of Q2 2025 after selling out during the quarter.
Bessemer Group sold 3,350 Vanguard Utilities ETF shares in Q2 2025, an estimated $572K.
Bessemer Group first reported a position in Vanguard Utilities ETF in Q4 2013 and held it in 13 quarters.
Bessemer Group's Vanguard Utilities ETF position peaked at $1.28M in Q3 2024.
620 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2025.

Based on Bessemer Group's 13F filing for Q2 2025, filed 1 Aug 2025.