Bessemer Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Bessemer Group’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.38M	Buy	24,356 +15,138	+164%	+$5.05M	0.01%	435
2026 Q1	$2.75M	Sell	9,218 -209	-2%	-$65.4K	﹤0.01%	724
2025 Q4	$2.97M	Hold	9,427	–	–	﹤0.01%	720
2025 Q3	$2.9M	Sell	9,427 -150	-2%	-$44.4K	﹤0.01%	432
2025 Q2	$2.73M	Sell	9,577 -558	-6%	-$147K	﹤0.01%	425
2025 Q1	$2.6M	Hold	10,135	–	–	﹤0.01%	425
2024 Q4	$2.73M	Sell	10,135 -6,600	-39%	-$1.79M	﹤0.01%	591
2024 Q3	$4.41M	Buy	16,735 +5,400	+48%	+$1.37M	0.01%	457
2024 Q2	$2.83M	Hold	11,335	–	–	0.01%	444
2024 Q1	$2.72M	Hold	11,335	–	–	﹤0.01%	473
2023 Q4	$2.47M	Buy	11,335 +450	+4%	+$92K	﹤0.01%	452
2023 Q3	$2.13M	Sell	10,885 -3,323	-23%	-$677K	﹤0.01%	464
2023 Q2	$2.88M	Sell	14,208 -52	-0.4%	-$9.97K	0.01%	427
2023 Q1	$2.66M	Buy	14,260 +1,333	+10%	+$243K	0.01%	418
2022 Q4	$2.25M	Buy	12,927 +2,512	+24%	+$441K	0.01%	433
2022 Q3	$1.7M	Buy	10,415 +6,737	+183%	+$1.22M	﹤0.01%	479
2022 Q2	$634K	Hold	3,678	–	–	﹤0.01%	656
2022 Q1	$767K	Sell	3,678 -458	-11%	-$94.1K	﹤0.01%	533
2021 Q4	$914K	Hold	4,136	–	–	﹤0.01%	480
2021 Q3	$831K	Hold	4,136	–	–	﹤0.01%	454
2021 Q2	$830K	Hold	4,136	–	–	﹤0.01%	455
2021 Q1	$766K	Hold	4,136	–	–	﹤0.01%	458
2020 Q4	$727K	Sell	4,136 -4,510	-52%	-$749K	﹤0.01%	451
2020 Q3	$1.35M	Buy	8,646 +2,126	+33%	+$328K	﹤0.01%	366
2020 Q2	$932K	Buy	6,520 +2,270	+53%	+$307K	﹤0.01%	820
2020 Q1	$503K	Buy	4,250 +3,050	+254%	+$429K	﹤0.01%	773
2019 Q4	$177K	Hold	1,200	–	–	﹤0.01%	1098
2019 Q3	$164K	Hold	1,200	–	–	﹤0.01%	1094
2019 Q2	$162K	Sell	1,200 -4,945	-80%	-$654K	﹤0.01%	1121
2019 Q1	$798K	Sell	6,145 -882	-13%	-$110K	﹤0.01%	695
2018 Q4	$807K	Buy	7,027 +882	+14%	+$109K	﹤0.01%	631
2018 Q3	$820K	Buy	6,145 +4,945	+412%	+$648K	﹤0.01%	625
2018 Q2	$150K	Hold	1,200	–	–	﹤0.01%	1030
2018 Q1	$145K	Hold	1,200	–	–	﹤0.01%	1061
2017 Q4	$147K	Hold	1,200	–	–	﹤0.01%	1071
2017 Q3	$138K	Hold	1,200	–	–	﹤0.01%	1129
2017 Q2	$133K	Hold	1,200	–	–	﹤0.01%	1125
2017 Q1	$130K	Hold	1,200	–	–	﹤0.01%	1156
2016 Q4	$123K	Hold	1,200	–	–	﹤0.01%	1189
2016 Q3	$119K	Hold	1,200	–	–	﹤0.01%	1075
2016 Q2	$115K	Hold	1,200	–	–	﹤0.01%	749
2016 Q1	$113K	Hold	1,200	–	–	﹤0.01%	764
2015 Q4	$112K	Buy	+1,200	New	+$113K	﹤0.01%	822
2015 Q1	–	Sell	-104	Closed	-$10K	–	1590
2014 Q4	$10K	Sell	104 -276	-73%	-$25.5K	﹤0.01%	1255
2014 Q3	$34K	Buy	+380	New	+$34.5K	﹤0.01%	940

Other funds holding VV

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

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

Bessemer Group's VV Position: Q2 2026 in Review

Bessemer Group increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 164% in Q2 2026, buying an estimated $5.05M and bringing the position to 24,356 shares worth $8.38M. The position accounts for 0.01% of the portfolio, ranked #435.

Bessemer Group first reported a position in VV in Q3 2014 and has held it in 45 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Bessemer Group held 24,356 shares of Vanguard Morningstar Large-Cap ETF worth $8.38M as of Q2 2026.
Bessemer Group bought 15,138 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $5.05M.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Bessemer Group's portfolio in Q2 2026, its #435 holding.
Bessemer Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2014 and has held it in 45 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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