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

Beacon Capital Management LLC (Tennessee)’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
2025 Q3	–	Sell	-24	Closed	-$1.22K	–	1000
2025 Q2	$1.22K	Hold	24	–	–	﹤0.01%	961
2025 Q1	$1.21K	Sell	24 -97	-80%	-$4.76K	﹤0.01%	1018
2024 Q4	$5.87K	Sell	121 -18	-13%	-$879	﹤0.01%	691
2024 Q3	$6.85K	Hold	139	–	–	﹤0.01%	739
2024 Q2	$6.75K	Sell	139 -36	-21%	-$1.73K	﹤0.01%	649
2024 Q1	$8.38K	Sell	175 -77	-31%	-$3.67K	﹤0.01%	608
2023 Q4	$11.9K	Sell	252 -829	-77%	-$39.3K	﹤0.01%	480
2023 Q3	$51.2K	Hold	1,081	–	–	0.01%	241
2023 Q2	$51.2K	Sell	1,081 -2,760	-72%	-$132K	0.01%	241
2023 Q1	$184K	Sell	3,841 -472	-11%	-$22.2K	0.05%	93
2022 Q4	$201K	Sell	4,313 -3,260	-43%	-$155K	0.07%	89
2022 Q3	$379K	Sell	7,573 -986,431	-99%	-$48.9M	0.13%	56
2022 Q2	$50.9M	Sell	994,004 -46,485	-4%	-$2.35M	12.61%	2
2022 Q1	$53.3M	Buy	+1,040,489	New	+$53.4M	12.67%	2

Other funds holding VTIP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s VTIP Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2025, closing a stake of 24 shares — an estimated $1.22K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in VTIP in Q1 2022 and held it in 14 quarters. The position peaked at $53.3M in Q1 2022. 839 funds tracked by Wall St. Rank hold VTIP as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 24 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2025, an estimated $1.22K.
Beacon Capital Management LLC (Tennessee) first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $53.3M in Q1 2022.
839 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.