Vanguard Capital Management
BENF icon

Vanguard Capital Management’s Beneficient BENF Stock Holding History

Vanguard Capital Management’s Portfolio BENF Stock Details BENF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$565K Buy
153,491
+3,491
+2% +$12.1K ﹤0.01% 3695
2026
Q1 		$525K Buy
+150,000
New +$650K ﹤0.01% 3664

Other funds holding BENF

YAG
Yorkville Advisors Global Mountainside, New Jersey $86.2M AUM 41.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management's BENF Position: Q2 2026 in Review

Vanguard Capital Management increased its Beneficient (BENF) stake by 2.3% in Q2 2026, buying an estimated $12.1K and bringing the position to 153,491 shares worth $565K. The position accounts for ﹤0.01% of the portfolio, ranked #3695.

Vanguard Capital Management first reported a position in BENF in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold BENF as of Q2 2026.

  • Vanguard Capital Management held 153,491 shares of Beneficient worth $565K as of Q2 2026.
  • Vanguard Capital Management bought 3,491 Beneficient shares in Q2 2026, an estimated $12.1K.
  • Beneficient made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #3695 holding.
  • Vanguard Capital Management first reported a position in Beneficient in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Beneficient as of Q2 2026.

Based on Vanguard Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.