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Beacon Capital Management Inc (Ohio)’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Beacon Capital Management Inc (Ohio)’s Portfolio VTIP Stock Details VTIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.8M Sell
712,474
-620,637
-47% -$31.2M 2.17% 16
2026
Q1 		$66.6M Buy
1,333,111
+629,709
+90% +$31.3M 3.75% 13
2025
Q4 		$34.8M Sell
703,402
-157,979
-18% -$7.9M 1.86% 16
2025
Q3 		$43.6M Sell
861,381
-362,185
-30% -$18.2M 2.08% 17
2025
Q2 		$61.5M Sell
1,223,566
-553,431
-31% -$27.6M 3.17% 15
2025
Q1 		$88.7M Buy
1,776,997
+619,771
+54% +$30.4M 4.42% 5
2024
Q4 		$56M Buy
1,157,226
+303,342
+36% +$14.8M 2.43% 17
2024
Q3 		$42.1M Buy
853,884
+180,432
+27% +$8.79M 1.75% 17
2024
Q2 		$32.7M Sell
673,452
-67,072
-9% -$3.23M 1.41% 17
2024
Q1 		$35.4M Sell
740,524
-672,481
-48% -$32M 1.48% 17
2023
Q4 		$67.1M Buy
+1,413,005
New +$66.9M 2.71% 5
2023
Q3 		– Sell
-82
Closed -$3.89K – 65
2023
Q2 		$3.89K Sell
82
-857
-91% -$40.9K ﹤0.01% 51
2023
Q1 		$44.9K Sell
939
-595
-39% -$28K ﹤0.01% 40
2022
Q4 		$71.7K Sell
1,534
-1,718
-53% -$81.9K ﹤0.01% 32
2022
Q3 		$156K Sell
3,252
-3,063,394
-100% -$152M 0.01% 28
2022
Q2 		$154M Buy
3,066,646
+783,316
+34% +$39.6M 5.33% 2
2022
Q1 		$117M Buy
2,283,330
+1,298,268
+132% +$66.6M 3.73% 13
2021
Q4 		$50.6M Buy
985,062
+242,448
+33% +$12.6M 1.69% 15
2021
Q3 		$39M Buy
742,614
+732,614
+7,326% +$38.4M 1.44% 15
2021
Q2 		$3.54M Sell
10,000
-883,827
-99% -$46.1M 0.13% 20
2021
Q1 		$46.1M Sell
893,827
-35,963
-4% -$1.85M 1.87% 15
2020
Q4 		$47.5M Sell
929,790
-859,150
-48% -$43.7M 2.07% 15
2020
Q3 		$91.3M Buy
1,788,940
+1,788,427
+348,621% +$90.7M 4.37% 14
2020
Q2 		$26K Sell
513
-2,417
-82% -$120K ﹤0.01% 46
2020
Q1 		$143K Sell
2,930
-855,059
-100% -$42M 0.01% 21
2019
Q4 		$42.3M Sell
857,989
-206,665
-19% -$10.2M 1.87% 15
2019
Q3 		$52.2M Sell
1,064,654
-190,952
-15% -$9.44M 2.39% 16
2019
Q2 		$61.9M Buy
+1,255,606
New +$61.5M 2.84% 14

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SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
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EWM
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Beacon Capital Management Inc (Ohio)'s VTIP Position: Q2 2026 in Review

Beacon Capital Management Inc (Ohio) reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 47% in Q2 2026, selling an estimated $31.2M and leaving 712,474 shares worth $35.8M. The position accounts for 2.17% of the portfolio, ranked #16.

Beacon Capital Management Inc (Ohio) first reported a position in VTIP in Q2 2019 and has held it in 28 quarters since. The position peaked at $154M in Q2 2022. 945 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Beacon Capital Management Inc (Ohio) held 712,474 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $35.8M as of Q2 2026.
  • Beacon Capital Management Inc (Ohio) sold 620,637 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $31.2M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 2.17% of Beacon Capital Management Inc (Ohio)'s portfolio in Q2 2026, its #16 holding.
  • Beacon Capital Management Inc (Ohio) first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2019 and has held it in 28 quarters since.
  • Beacon Capital Management Inc (Ohio)'s Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $154M in Q2 2022.
  • 945 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2026, filed 13 Aug 2026.