CD
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Chapin Davis’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Chapin Davis’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$976K Sell
12,524
-68
-0.5% -$5.31K 0.17% 96
2026
Q1 		$987K Sell
12,592
-89
-0.7% -$7.01K 0.22% 97
2025
Q4 		$999K Buy
12,681
+4
+0% +$316 0.23% 92
2025
Q3 		$1M Buy
12,677
+794
+7% +$62.4K 0.25% 87
2025
Q2 		$935K Buy
11,883
+54
+0.5% +$4.22K 0.26% 81
2025
Q1 		$926K Sell
11,829
-312
-3% -$24.2K 0.32% 71
2024
Q4 		$955K Hold
12,141
– – 0.31% 74
2024
Q3 		$955K Sell
12,141
-88
-0.7% -$6.86K 0.31% 75
2024
Q2 		$938K Sell
12,229
-202
-2% -$15.4K 0.32% 71
2024
Q1 		$953K Buy
12,431
+3
+0% +$230 0.35% 69
2023
Q4 		$957K Sell
12,428
-115
-0.9% -$8.71K 0.4% 60
2023
Q3 		$943K Sell
12,543
-57
-0.5% -$4.3K 0.45% 59
2023
Q2 		$952K Buy
12,600
+20
+0.2% +$1.52K 0.45% 59
2023
Q1 		$962K Buy
12,580
+1,424
+13% +$108K 0.5% 52
2022
Q4 		$840K Buy
+11,156
New +$837K 0.49% 56

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Chapin Davis's BSV Position: Q2 2026 in Review

Chapin Davis reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.54% in Q2 2026, selling an estimated $5.31K and leaving 12,524 shares worth $976K. The position accounts for 0.17% of the portfolio, ranked #96.

Chapin Davis first reported a position in BSV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1M in Q3 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Chapin Davis held 12,524 shares of Vanguard Short-Term Bond ETF worth $976K as of Q2 2026.
  • Chapin Davis sold 68 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $5.31K.
  • Vanguard Short-Term Bond ETF made up 0.17% of Chapin Davis's portfolio in Q2 2026, its #96 holding.
  • Chapin Davis first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Chapin Davis's Vanguard Short-Term Bond ETF position peaked at $1M in Q3 2025.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

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