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
Q3 		$920K Sell
12,036
-488
-4% -$37.7K 0.18% 94
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

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return

Chapin Davis's BSV Position: Q3 2026 in Review

Chapin Davis reduced its Vanguard Short-Term Bond ETF (BSV) stake by 3.9% in Q3 2026, selling an estimated $37.7K and leaving 12,036 shares worth $920K. The position accounts for 0.18% of the portfolio, ranked #94.

Chapin Davis first reported a position in BSV in Q4 2022 and has held it in 16 quarters since. The position peaked at $1M in Q3 2025. 71 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • Chapin Davis held 12,036 shares of Vanguard Short-Term Bond ETF worth $920K as of Q3 2026.
  • Chapin Davis sold 488 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $37.7K.
  • Vanguard Short-Term Bond ETF made up 0.18% of Chapin Davis's portfolio in Q3 2026, its #94 holding.
  • Chapin Davis first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Chapin Davis's Vanguard Short-Term Bond ETF position peaked at $1M in Q3 2025.
  • 71 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

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