Ebor Charitable Trust historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 7 quarters from 2023-12-31 to 2025-09-30, Ebor Charitable Trust opened 0 positions, added to 15, reduced 13 and sold out of 0.
- Q3 2025: Stock VTI; Country of operation —; Class TOTAL STK MKT; Shares before 93,326.
- Q3 2025: Stock VEA; Country of operation —; Class FTSE DEV MKT ETF; Shares before 214,948.
- Q3 2025: Stock Blackrock, Inc.; Country of operation —; Class iShares Core U.S Aggregate Bond ETF; Shares before 42,626.
- Q3 2025: Stock Blackrock, Inc.; Country of operation —; Class iShares Core International Aggregate Bond ETF; Shares before 102,530.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1802837), 7 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2025 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 93,326 | 97,901 | +4,575 | $28,364,571 | $27,721,647 | -$642,924 | 2025-11-14 |
|---|
| Q3 2025 | VEA
VANGUARD TAX-MANAGED FDS | | FTSE DEV MKT ETF | 214,948 | 226,810 | +11,862 | $12,254,185 | $11,977,836 | -$276,349 | 2025-11-14 |
|---|
| Q3 2025 | Blackrock, Inc.
CUSIP US4642872 | | iShares Core U.S Aggregate Bond ETF | 42,626 | 43,321 | +695 | $4,228,499 | $4,387,118 | +$158,619 | 2025-11-14 |
|---|
| Q3 2025 | Blackrock, Inc.
CUSIP US46435G6 | | iShares Core International Aggregate Bond ETF | 102,530 | 102,985 | +455 | $5,238,258 | $5,336,683 | +$98,425 | 2025-11-14 |
|---|
| Q2 2025 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 89,146 | 93,326 | +4,180 | $24,500,887 | $28,364,571 | +$3,863,684 | 2025-08-14 |
|---|
| Q1 2025 | VEA
VANGUARD TAX-MANAGED FDS | | FTSE DEV MKT ETF | 219,629 | 232,259 | +12,630 | $10,502,659 | $11,805,725 | +$1,303,066 | 2025-05-15 |
|---|
| Q1 2025 | Blackrock, Inc.
CUSIP US4642872 | | iShares Core U.S Aggregate Bond ETF | 42,436 | 43,727 | +1,291 | $4,112,048 | $4,325,475 | +$213,427 | 2025-05-15 |
|---|
| Q1 2025 | Blackrock, Inc.
CUSIP US46435G6 | | iShares Core International Aggregate Bond ETF | 101,355 | 103,870 | +2,515 | $5,059,642 | $5,192,461 | +$132,819 | 2025-05-15 |
|---|
| Q3 2024 | VEA
VANGUARD TAX-MANAGED FDS | | FTSE DEV MKT ETF | 221,080 | 226,810 | +5,730 | $10,925,774 | $11,977,836 | +$1,052,062 | 2024-11-14 |
|---|
| Q3 2024 | Blackrock, Inc.
CUSIP US4642872 | | iShares Core U.S Aggregate Bond ETF | 42,499 | 43,321 | +822 | $4,125,378 | $4,387,118 | +$261,740 | 2024-11-14 |
|---|
| Q3 2024 | Blackrock, Inc.
CUSIP US46435G6 | | iShares Core International Aggregate Bond ETF | 101,836 | 102,985 | +1,149 | $5,083,653 | $5,336,683 | +$253,030 | 2024-11-14 |
|---|
| Q2 2024 | Blackrock, Inc.
CUSIP US46435G6 | | iShares Core International Aggregate Bond ETF | 99,174 | 101,836 | +2,662 | $4,953,741 | $5,083,653 | +$129,912 | 2024-08-14 |
|---|
| Q2 2024 | Blackrock, Inc.
CUSIP US4642872 | | iShares Core U.S Aggregate Bond ETF | 41,225 | 42,499 | +1,274 | $4,037,577 | $4,125,378 | +$87,801 | 2024-08-14 |
|---|
| Q1 2024 | Blackrock, Inc.
CUSIP US46435G6 | | iShares Core International Aggregate Bond ETF | 95,945 | 99,174 | +3,229 | $4,778,061 | $4,953,741 | +$175,680 | 2024-05-15 |
|---|
| Q1 2024 | Blackrock, Inc.
CUSIP US4642872 | | iShares Core U.S Aggregate Bond ETF | 40,996 | 41,225 | +229 | $4,068,853 | $4,037,577 | -$31,276 | 2024-05-15 |
|---|
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