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 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

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

Chapin Davis's BIV Position: Q2 2026 in Review

Chapin Davis increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.9% in Q2 2026, buying an estimated $19.5K and bringing the position to 6,842 shares worth $525K. The position accounts for 0.09% of the portfolio, ranked #143.

Chapin Davis first reported a position in BIV in Q4 2022 and has held it in 15 quarters since. The position peaked at $577K in Q1 2023. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Chapin Davis held 6,842 shares of Vanguard Intermediate-Term Bond ETF worth $525K as of Q2 2026.
Chapin Davis bought 254 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $19.5K.
Vanguard Intermediate-Term Bond ETF made up 0.09% of Chapin Davis's portfolio in Q2 2026, its #143 holding.
Chapin Davis first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
Chapin Davis's Vanguard Intermediate-Term Bond ETF position peaked at $577K in Q1 2023.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.