Vanguard Global Advisers
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Vanguard Global Advisers’s Beneficient BENF Stock Holding History

Vanguard Global Advisers’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
Q3 		$11.9K Hold
8,750
– – ﹤0.01% 3477
2026
Q2 		$32.2K Hold
8,750
– – ﹤0.01% 3209
2026
Q1 		$30.6K Buy
+8,750
New +$37.9K ﹤0.01% 3188

Other funds holding BENF

RIA Advisory Group
RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
T3 Companies
T3 Companies New York $103M AUM 54.73% 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
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
BPI
BFC Planning, Inc. Cedar Rapids, Iowa $2.55B AUM 30.11% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Vanguard Global Advisers's BENF Position: Q3 2026 in Review

Vanguard Global Advisers held its Beneficient (BENF) position steady in Q3 2026 at 8,750 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3477.

Vanguard Global Advisers first reported a position in BENF in Q1 2026 and has held it in 3 quarters since. The position peaked at $32.2K in Q2 2026. 14 funds tracked by Wall St. Rank hold BENF as of Q3 2026.

  • Vanguard Global Advisers held 8,750 shares of Beneficient worth $11.9K as of Q3 2026.
  • Vanguard Global Advisers left its Beneficient share count unchanged in Q3 2026.
  • Beneficient made up ﹤0.01% of Vanguard Global Advisers's portfolio in Q3 2026, its #3477 holding.
  • Vanguard Global Advisers first reported a position in Beneficient in Q1 2026 and has held it in 3 quarters since.
  • Vanguard Global Advisers's Beneficient position peaked at $32.2K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Beneficient as of Q3 2026.

Based on Vanguard Global Advisers's 13F filing for Q3 2026, filed 13 Nov 2026.