Bessemer Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$131M Sell
1,521,794
-666,718
-30% -$56.1M 0.18% 143
2026
Q1
$159M Buy
2,188,512
+222,252
+11% +$17.3M 0.25% 96
2025
Q4
$160M Buy
1,966,260
+493,422
+34% +$40M 0.25% 103
2025
Q3
$118M Buy
1,472,838
+53,244
+4% +$4.07M 0.18% 140
2025
Q2
$104M Sell
1,419,594
-50,292
-3% -$3.31M 0.17% 147
2025
Q1
$90.8M Buy
1,469,886
+143,664
+11% +$9.69M 0.16% 147
2024
Q4
$90.7M Sell
1,326,222
-44,802
-3% -$3.01M 0.15% 149
2024
Q3
$87.7M Buy
1,371,024
+18,258
+1% +$1.13M 0.14% 150
2024
Q2
$84.3M Buy
1,352,766
+107,472
+9% +$6.27M 0.15% 152
2024
Q1
$71.4M Buy
1,245,294
+100,992
+9% +$5.55M 0.13% 173
2023
Q4
$59.3M Sell
1,144,302
-20,928
-2% -$1.01M 0.12% 184
2023
Q3
$52.9M Buy
1,165,230
+14,562
+1% +$688K 0.12% 181
2023
Q2
$54.3M Buy
1,150,668
+107,532
+10% +$4.66M 0.12% 184
2023
Q1
$43.4M Buy
1,043,136
+263,418
+34% +$10.2M 0.1% 188
2022
Q4
$27.7M Sell
779,718
-352,020
-31% -$12.9M 0.07% 196
2022
Q3
$40.4M Buy
1,131,738
+282,750
+33% +$11.4M 0.11% 180
2022
Q2
$31.5M Sell
848,988
-198,678
-19% -$8.16M 0.08% 188
2022
Q1
$50.2M Buy
1,047,666
+118,386
+13% +$5.6M 0.11% 176
2021
Q4
$49.7M Buy
929,280
+343,536
+59% +$17.9M 0.1% 168
2021
Q3
$28.3M Buy
585,744
+33,156
+6% +$1.65M 0.06% 191
2021
Q2
$26.4M Sell
552,588
-4,776
-0.9% -$217K 0.06% 201
2021
Q1
$23.9M Buy
557,364
+52,338
+10% +$2.24M 0.06% 198
2020
Q4
$21.3M Buy
505,026
+33,636
+7% +$1.34M 0.06% 191
2020
Q3
$17.9M Sell
471,390
-9,714
-2% -$359K 0.05% 183
2020
Q2
$16.2M Sell
481,104
-105,102
-18% -$3.23M 0.05% 197
2020
Q1
$15.3M Sell
586,206
-51,954
-8% -$1.56M 0.06% 191
2019
Q4
$19.4M Buy
638,160
+54,714
+9% +$1.58M 0.06% 207
2019
Q3
$16.2M Buy
583,446
+42,450
+8% +$1.18M 0.06% 202
2019
Q2
$14.7M Buy
540,996
+352,650
+187% +$9.42M 0.05% 215
2019
Q1
$4.91M Buy
188,346
+31,278
+20% +$772K 0.02% 270
2018
Q4
$3.52M Buy
157,068
+40,938
+35% +$992K 0.02% 259
2018
Q3
$3.12M Buy
116,130
+13,152
+13% +$344K 0.01% 307
2018
Q2
$2.57M Sell
102,978
-22,692
-18% -$556K 0.01% 349
2018
Q1
$2.97M Buy
125,670
+104,310
+488% +$2.54M 0.01% 340
2017
Q4
$501K Hold
21,360
﹤0.01% 805
2017
Q3
$473K Hold
21,360
﹤0.01% 860
2017
Q2
$452K Sell
21,360
-219,054
-91% -$4.59M ﹤0.01% 883
2017
Q1
$4.88M Sell
240,414
-561,426
-70% -$11.1M 0.02% 332
2016
Q4
$14.9M Hold
801,840
0.07% 182
2016
Q3
$15M Buy
801,840
+255,840
+47% +$4.76M 0.08% 184
2016
Q2
$9.76M Buy
546,000
+493,500
+940% +$8.79M 0.05% 213
2016
Q1
$931K Buy
52,500
+28,608
+120% +$480K 0.01% 476
2015
Q4
$424K Buy
23,892
+282
+1% +$5.05K ﹤0.01% 646
2015
Q3
$395K Hold
23,610
﹤0.01% 675
2015
Q2
$421K Hold
23,610
﹤0.01% 666
2015
Q1
$412K Sell
23,610
-2,310
-9% -$41K ﹤0.01% 636
2014
Q4
$451K Hold
25,920
﹤0.01% 608
2014
Q3
$430K Hold
25,920
﹤0.01% 605
2014
Q2
$427K Hold
25,920
﹤0.01% 597
2014
Q1
$404K Hold
25,920
﹤0.01% 576
2013
Q4
$402K Hold
25,920
﹤0.01% 575
2013
Q3
$366K Buy
25,920
+10,614
+69% +$146K ﹤0.01% 597
2013
Q2
$199K Buy
+15,306
New +$202K ﹤0.01% 563

Other funds holding VUG

Bessemer Group's VUG Position: Q2 2026 in Review

Bessemer Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 30% in Q2 2026, selling an estimated $56.1M and leaving 1,521,794 shares worth $131M. The position accounts for 0.18% of the portfolio, ranked #143.

Bessemer Group first reported a position in VUG in Q2 2013 and has held it in 53 quarters since. The position peaked at $160M in Q4 2025. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Bessemer Group held 1,521,794 shares of Vanguard Morningstar Growth ETF worth $131M as of Q2 2026.
  • Bessemer Group sold 666,718 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $56.1M.
  • Vanguard Morningstar Growth ETF made up 0.18% of Bessemer Group's portfolio in Q2 2026, its #143 holding.
  • Bessemer Group first reported a position in Vanguard Morningstar Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • Bessemer Group's Vanguard Morningstar Growth ETF position peaked at $160M in Q4 2025.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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