Vanguard Group
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Vanguard Group’s Beneficient BENF Stock Holding History

Vanguard Group’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
2025
Q4 		$1.67M Buy
237,129
+235,582
+15,228% +$1.29M ﹤0.01% 3618
2025
Q3 		$11.8K Hold
1,547
– – ﹤0.01% 4337
2025
Q2 		$3.71K Hold
1,547
– – ﹤0.01% 4270
2025
Q1 		$3.87K Hold
1,547
– – ﹤0.01% 4275
2024
Q4 		$9.22K Hold
1,547
– – ﹤0.01% 4283
2024
Q3 		$15.2K Sell
1,547
-2,702
-64% -$53.1K ﹤0.01% 4313
2024
Q2 		$75.5K Buy
4,249
+2,702
+175% +$88K ﹤0.01% 4254
2024
Q1 		$66.3K Hold
1,547
– – ﹤0.01% 4283
2023
Q4 		$481K Buy
1,547
+693
+81% +$327K ﹤0.01% 4037
2023
Q3 		$1.42M Buy
+854
New +$1.34M ﹤0.01% 3711

Other funds holding BENF

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $349M AUM 24.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Group's BENF Position: Q4 2025 in Review

Vanguard Group increased its Beneficient (BENF) stake by 15,228% in Q4 2025, buying an estimated $1.29M and bringing the position to 237,129 shares worth $1.67M. The position accounts for ﹤0.01% of the portfolio, ranked #3618.

Vanguard Group first reported a position in BENF in Q3 2023 and has held it in 10 quarters since. 13 funds tracked by Wall St. Rank hold BENF as of Q4 2025.

  • Vanguard Group held 237,129 shares of Beneficient worth $1.67M as of Q4 2025.
  • Vanguard Group bought 235,582 Beneficient shares in Q4 2025, an estimated $1.29M.
  • Beneficient made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #3618 holding.
  • Vanguard Group first reported a position in Beneficient in Q3 2023 and has held it in 10 quarters since.
  • 13 funds tracked by Wall St. Rank held Beneficient as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.