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Chapin Davis’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Chapin Davis’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$476K Sell
6,537
-305
-4% -$22.9K 0.09% 147
2026
Q2 		$525K Buy
6,842
+254
+4% +$19.5K 0.09% 143
2026
Q1 		$508K Sell
6,588
-661
-9% -$51.5K 0.11% 153
2025
Q4 		$565K Buy
7,249
+2,069
+40% +$162K 0.13% 137
2025
Q3 		$405K Sell
5,180
-210
-4% -$16.3K 0.1% 162
2025
Q2 		$417K Hold
5,390
– – 0.12% 149
2025
Q1 		$413K Sell
5,390
-137
-2% -$10.3K 0.14% 137
2024
Q4 		$433K Hold
5,527
– – 0.14% 138
2024
Q3 		$433K Hold
5,527
– – 0.14% 139
2024
Q2 		$414K Hold
5,527
– – 0.14% 140
2024
Q1 		$417K Hold
5,527
– – 0.15% 144
2023
Q4 		$422K Hold
5,527
– – 0.18% 130
2023
Q3 		$400K Sell
5,527
-1,989
-26% -$147K 0.19% 125
2023
Q2 		$565K Hold
7,516
– – 0.27% 102
2023
Q1 		$577K Buy
7,516
+2,661
+55% +$202K 0.3% 97
2022
Q4 		$361K Buy
+4,855
New +$360K 0.21% 123

Other funds holding BIV

SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VWM
Vertrix Wealth Management Troy, Michigan $292M AUM

Chapin Davis's BIV Position: Q3 2026 in Review

Chapin Davis reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4.5% in Q3 2026, selling an estimated $22.9K and leaving 6,537 shares worth $476K. The position accounts for 0.09% of the portfolio, ranked #147.

Chapin Davis first reported a position in BIV in Q4 2022 and has held it in 16 quarters since. The position peaked at $577K in Q1 2023. 70 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Chapin Davis held 6,537 shares of Vanguard Intermediate-Term Bond ETF worth $476K as of Q3 2026.
  • Chapin Davis sold 305 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $22.9K.
  • Vanguard Intermediate-Term Bond ETF made up 0.09% of Chapin Davis's portfolio in Q3 2026, its #147 holding.
  • Chapin Davis first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Chapin Davis's Vanguard Intermediate-Term Bond ETF position peaked at $577K in Q1 2023.
  • 70 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.