CD
BLV icon

Chapin Davis’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Chapin Davis’s Portfolio BLV Stock Details BLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$274K Sell
4,369
-128
-3% -$8.46K 0.05% 201
2026
Q2 		$310K Buy
4,497
+70
+2% +$4.8K 0.05% 191
2026
Q1 		$304K Buy
+4,427
New +$309K 0.07% 203

Other funds holding BLV

PIC
Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return

Chapin Davis's BLV Position: Q3 2026 in Review

Chapin Davis reduced its Vanguard Long-Term Bond ETF (BLV) stake by 2.8% in Q3 2026, selling an estimated $8.46K and leaving 4,369 shares worth $274K. The position accounts for 0.05% of the portfolio, ranked #201.

Chapin Davis first reported a position in BLV in Q1 2026 and has held it in 3 quarters since. The position peaked at $310K in Q2 2026. 22 funds tracked by Wall St. Rank hold BLV as of Q3 2026.

  • Chapin Davis held 4,369 shares of Vanguard Long-Term Bond ETF worth $274K as of Q3 2026.
  • Chapin Davis sold 128 Vanguard Long-Term Bond ETF shares in Q3 2026, an estimated $8.46K.
  • Vanguard Long-Term Bond ETF made up 0.05% of Chapin Davis's portfolio in Q3 2026, its #201 holding.
  • Chapin Davis first reported a position in Vanguard Long-Term Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Chapin Davis's Vanguard Long-Term Bond ETF position peaked at $310K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2026.

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