Vanguard Capital Management
SER icon

Vanguard Capital Management’s Serina Therapeutics SER Stock Holding History

Vanguard Capital Management’s Portfolio SER Stock Details SER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$369K Buy
184,703
+22,505
+14% +$52.2K ﹤0.01% 3721
2026
Q2 		$315K Buy
162,198
+3,062
+2% +$5.75K ﹤0.01% 3778
2026
Q1 		$309K Buy
+159,136
New +$350K ﹤0.01% 3746

Other funds holding SER

Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vanguard Capital Management's SER Position: Q3 2026 in Review

Vanguard Capital Management increased its Serina Therapeutics (SER) stake by 14% in Q3 2026, buying an estimated $52.2K and bringing the position to 184,703 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #3721.

Vanguard Capital Management first reported a position in SER in Q1 2026 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold SER as of Q3 2026.

  • Vanguard Capital Management held 184,703 shares of Serina Therapeutics worth $369K as of Q3 2026.
  • Vanguard Capital Management bought 22,505 Serina Therapeutics shares in Q3 2026, an estimated $52.2K.
  • Serina Therapeutics made up ﹤0.01% of Vanguard Capital Management's portfolio in Q3 2026, its #3721 holding.
  • Vanguard Capital Management first reported a position in Serina Therapeutics in Q1 2026 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held Serina Therapeutics as of Q3 2026.

Based on Vanguard Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.