Vanguard Personalized Indexing Management
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Vanguard Personalized Indexing Management’s Franklin Templeton BEN Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio BEN Stock Details BEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.17M Sell
35,127
-2,422
-6% -$72.5K 0.01% 909
2026
Q1 		$887K Buy
37,549
+2,942
+9% +$75.7K 0.01% 994
2025
Q4 		$827K Buy
34,607
+2,481
+8% +$57K 0.01% 1014
2025
Q3 		$743K Buy
32,126
+25
+0.1% +$618 0.01% 1055
2025
Q2 		$766K Buy
32,101
+11,432
+55% +$236K 0.01% 1011
2025
Q1 		$398K Sell
20,669
-1,219
-6% -$24.4K 0.01% 1217
2024
Q4 		$444K Buy
21,888
+1,347
+7% +$28.4K 0.01% 1173
2024
Q3 		$414K Sell
20,541
-4,145
-17% -$89.3K 0.01% 1189
2024
Q2 		$543K Sell
24,686
-8,692
-26% -$209K 0.01% 992
2024
Q1 		$938K Buy
33,378
+434
+1% +$12K 0.02% 694
2023
Q4 		$981K Buy
32,944
+11,042
+50% +$275K 0.03% 659
2023
Q3 		$538K Buy
21,902
+879
+4% +$23.8K 0.02% 846
2023
Q2 		$562K Sell
21,023
-199
-0.9% -$5.14K 0.02% 846
2023
Q1 		$572K Buy
21,222
+4,470
+27% +$131K 0.02% 805
2022
Q4 		$442K Sell
16,752
-13,697
-45% -$340K 0.02% 842
2022
Q3 		$655K Buy
30,449
+7,108
+30% +$183K 0.03% 671
2022
Q2 		$544K Buy
23,341
+10,013
+75% +$256K 0.03% 779
2022
Q1 		$372K Buy
13,328
+2,788
+26% +$85.2K 0.02% 935
2021
Q4 		$353K Buy
+10,540
New +$347K 0.02% 820
2021
Q3 		– Sell
-8,664
Closed -$277K – 984
2021
Q2 		$277K Buy
+8,664
New +$281K 0.03% 767

Other funds holding BEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCOC
Power Corp of Canada Montreal, Quebec, Canada $843M AUM 39.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

Vanguard Personalized Indexing Management's BEN Position: Q2 2026 in Review

Vanguard Personalized Indexing Management reduced its Franklin Templeton (BEN) stake by 6.5% in Q2 2026, selling an estimated $72.5K and leaving 35,127 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #909.

Vanguard Personalized Indexing Management first reported a position in BEN in Q2 2021 and has held it in 20 quarters since. 666 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Vanguard Personalized Indexing Management held 35,127 shares of Franklin Templeton worth $1.17M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 2,422 Franklin Templeton shares in Q2 2026, an estimated $72.5K.
  • Franklin Templeton made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #909 holding.
  • Vanguard Personalized Indexing Management first reported a position in Franklin Templeton in Q2 2021 and has held it in 20 quarters since.
  • 666 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.