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Chapin Davis’s Vanguard Total Bond Market BND Stock Holding History

Chapin Davis’s Portfolio BND Stock Details BND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,943
Closed -$217K – 250
2025
Q2 		$217K Buy
2,943
+136
+5% +$9.89K 0.06% 208
2025
Q1 		$206K Sell
2,807
-153
-5% -$11.1K 0.07% 203
2024
Q4 		$222K Hold
2,960
– – 0.07% 206
2024
Q3 		$222K Buy
2,960
+2
+0.1% +$148 0.07% 207
2024
Q2 		$213K Sell
2,958
-173
-6% -$12.4K 0.07% 202
2024
Q1 		$227K Sell
3,131
-221
-7% -$16K 0.08% 196
2023
Q4 		$246K Buy
3,352
+5
+0.1% +$353 0.1% 177
2023
Q3 		$234K Buy
3,347
+47
+1% +$3.35K 0.11% 161
2023
Q2 		$240K Buy
3,300
+100
+3% +$7.33K 0.11% 168
2023
Q1 		$236K Buy
+3,200
New +$234K 0.12% 174

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Chapin Davis's BND Position: Q3 2025 in Review

Chapin Davis sold out of Vanguard Total Bond Market (BND) in Q3 2025, closing a stake of 2,943 shares — an estimated $217K sold.

Chapin Davis first reported a position in BND in Q1 2023 and held it in 10 quarters. The position peaked at $246K in Q4 2023. 1,651 funds tracked by Wall St. Rank hold BND as of Q3 2025.

  • Chapin Davis reported no remaining Vanguard Total Bond Market position as of Q3 2025 after selling out during the quarter.
  • Chapin Davis sold 2,943 Vanguard Total Bond Market shares in Q3 2025, an estimated $217K.
  • Chapin Davis first reported a position in Vanguard Total Bond Market in Q1 2023 and held it in 10 quarters.
  • Chapin Davis's Vanguard Total Bond Market position peaked at $246K in Q4 2023.
  • 1,651 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on Chapin Davis's 13F filing for Q3 2025, filed 9 Oct 2025.