Chilton Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Chilton Capital Management’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
2023 Q3	–	Sell	-229	Closed	-$17.2K	–	517
2023 Q2	$17.2K	Hold	229	–	–	﹤0.01%	417
2023 Q1	$17.6K	Buy	+229	New	+$17.3K	﹤0.01%	423
2022 Q3	–	Sell	-229	Closed	-$18K	–	253
2022 Q2	$18K	Buy	+229	New	+$18K	﹤0.01%	403
2022 Q1	–	Sell	-229	Closed	-$20K	–	263
2021 Q4	$20K	Buy	+229	New	+$20.3K	﹤0.01%	419

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Chilton Capital Management's BIV Position: Q3 2023 in Review

Chilton Capital Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2023, closing a stake of 229 shares — an estimated $17.2K sold.

Chilton Capital Management first reported a position in BIV in Q4 2021 and held it in 4 quarters. The position peaked at $20K in Q4 2021. 721 funds tracked by Wall St. Rank hold BIV as of Q3 2023.

Chilton Capital Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
Chilton Capital Management sold 229 Vanguard Intermediate-Term Bond ETF shares in Q3 2023, an estimated $17.2K.
Chilton Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and held it in 4 quarters.
Chilton Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $20K in Q4 2021.
721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2023.

Based on Chilton Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.