Yeomans Consulting Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Yeomans Consulting Group’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 Q4	$7.48M	Buy	151,299 +86,585	+134%	+$4.33M	2.19%	12
2025 Q3	$3.24M	Buy	64,714 +28,155	+77%	+$1.42M	1.12%	20
2025 Q2	$1.82M	Buy	36,559 +350	+1%	+$17.5K	0.75%	29
2025 Q1	$1.81M	Buy	36,209 +1,712	+5%	+$84K	0.7%	27
2024 Q4	$1.67M	Buy	34,497 +741	+2%	+$36.2K	0.63%	27
2024 Q3	$1.66M	Sell	33,756 -12,044	-26%	-$587K	0.62%	26
2024 Q2	$2.22M	Buy	45,800 +22,433	+96%	+$1.08M	0.86%	26
2024 Q1	$1.12M	Sell	23,367 -23,586	-50%	-$1.12M	0.49%	31
2023 Q4	$2.23M	Buy	+46,953	New	+$2.22M	1.11%	21

Other funds holding VTIP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EWM

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Yeomans Consulting Group's VTIP Position: Q4 2025 in Review

Yeomans Consulting Group increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 134% in Q4 2025, buying an estimated $4.33M and bringing the position to 151,299 shares worth $7.48M. The position accounts for 2.19% of the portfolio, ranked #12.

Yeomans Consulting Group first reported a position in VTIP in Q4 2023 and has held it in 9 quarters since. 891 funds tracked by Wall St. Rank hold VTIP as of Q4 2025.

Yeomans Consulting Group held 151,299 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $7.48M as of Q4 2025.
Yeomans Consulting Group bought 86,585 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2025, an estimated $4.33M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 2.19% of Yeomans Consulting Group's portfolio in Q4 2025, its #12 holding.
Yeomans Consulting Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2023 and has held it in 9 quarters since.
891 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.