Bessemer Group’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Bessemer Group’s Portfolio VTWG Stock Details VTWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-275	Closed	-$45K	–	2355
2023 Q1	$45K	Hold	275	–	–	﹤0.01%	1237
2022 Q4	$43K	Hold	275	–	–	﹤0.01%	1178
2022 Q3	$41K	Hold	275	–	–	﹤0.01%	1215
2022 Q2	$41K	Hold	275	–	–	﹤0.01%	1143
2022 Q1	$51K	Hold	275	–	–	﹤0.01%	1076
2021 Q4	$59K	Hold	275	–	–	﹤0.01%	1092
2021 Q3	$59K	Hold	275	–	–	﹤0.01%	1028
2021 Q2	$62K	Hold	275	–	–	﹤0.01%	1031
2021 Q1	$60K	Hold	275	–	–	﹤0.01%	981
2020 Q4	$57K	Buy	+275	New	+$51K	﹤0.01%	973

Other funds holding VTWG

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

CAM

Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

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

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

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

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

Bessemer Group's VTWG Position: Q2 2023 in Review

Bessemer Group sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q2 2023, closing a stake of 275 shares — an estimated $45K sold.

Bessemer Group first reported a position in VTWG in Q4 2020 and held it in 10 quarters. The position peaked at $62K in Q2 2021. 119 funds tracked by Wall St. Rank hold VTWG as of Q2 2023.

Bessemer Group reported no remaining Vanguard Russell 2000 Growth ETF position as of Q2 2023 after selling out during the quarter.
Bessemer Group sold 275 Vanguard Russell 2000 Growth ETF shares in Q2 2023, an estimated $45K.
Bessemer Group first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2020 and held it in 10 quarters.
Bessemer Group's Vanguard Russell 2000 Growth ETF position peaked at $62K in Q2 2021.
119 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2023.

Based on Bessemer Group's 13F filing for Q2 2023, filed 10 Aug 2023.