Ebor Charitable Trust historic quarter change: USA ETF, Reduced
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.
- Q2 2025: Stock VEA; Country of operation —; Class FTSE DEV MKT ETF; Shares before 232,259.
- Q2 2025: Stock Blackrock, Inc.; Country of operation —; Class iShares Core U.S Aggregate Bond ETF; Shares before 43,727.
- Q2 2025: Stock Blackrock, Inc.; Country of operation —; Class iShares Core International Aggregate Bond ETF; Shares before 103,870.
- Q1 2025: Stock VTI; Country of operation —; Class TOTAL STK MKT; Shares before 94,836.
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 |
|---|
| Q2 2025 | VEA VANGUARD TAX-MANAGED FDS | | FTSE DEV MKT ETF | 232,259 | 214,948 | -17,311 | $11,805,725 | $12,254,185 | +$448,460 | 2025-08-14 |
|---|
| Q2 2025 | Blackrock, Inc. CUSIP US4642872 | | iShares Core U.S Aggregate Bond ETF | 43,727 | 42,626 | -1,101 | $4,325,475 | $4,228,499 | -$96,976 | 2025-08-14 |
|---|
| Q2 2025 | Blackrock, Inc. CUSIP US46435G6 | | iShares Core International Aggregate Bond ETF | 103,870 | 102,530 | -1,340 | $5,192,461 | $5,238,258 | +$45,797 | 2025-08-14 |
|---|
| Q1 2025 | VTI VANGUARD INDEX FDS | | TOTAL STK MKT | 94,836 | 89,146 | -5,690 | $27,484,421 | $24,500,887 | -$2,983,534 | 2025-05-15 |
|---|
| Q4 2024 | VEA VANGUARD TAX-MANAGED FDS | | FTSE DEV MKT ETF | 226,810 | 219,629 | -7,181 | $11,977,836 | $10,502,659 | -$1,475,177 | 2025-02-14 |
|---|
| Q4 2024 | Blackrock, Inc. CUSIP US46435G6 | | iShares Core International Aggregate Bond ETF | 102,985 | 101,355 | -1,630 | $5,336,683 | $5,059,642 | -$277,041 | 2025-02-14 |
|---|
| Q4 2024 | Blackrock, Inc. CUSIP US4642872 | | iShares Core U.S Aggregate Bond ETF | 43,321 | 42,436 | -885 | $4,387,118 | $4,112,048 | -$275,070 | 2025-02-14 |
|---|
| Q4 2024 | VTI VANGUARD INDEX FDS | | TOTAL STK MKT | 97,901 | 94,836 | -3,065 | $27,721,647 | $27,484,421 | -$237,226 | 2025-02-14 |
|---|
| Q3 2024 | VTI VANGUARD INDEX FDS | | TOTAL STK MKT | 99,466 | 97,901 | -1,565 | $26,608,150 | $27,721,647 | +$1,113,497 | 2024-11-14 |
|---|
| Q2 2024 | VTI VANGUARD INDEX FDS | | TOTAL STK MKT | 100,278 | 99,466 | -812 | $26,062,252 | $26,608,150 | +$545,898 | 2024-08-14 |
|---|
| Q2 2024 | VEA VANGUARD TAX-MANAGED FDS | | FTSE DEV MKT ETF | 222,036 | 221,080 | -956 | $11,139,546 | $10,925,774 | -$213,772 | 2024-08-14 |
|---|
| Q1 2024 | VTI VANGUARD INDEX FDS | | TOTAL STK MKT | 104,269 | 100,278 | -3,991 | $24,734,692 | $26,062,252 | +$1,327,560 | 2024-05-15 |
|---|
| Q1 2024 | VEA VANGUARD TAX-MANAGED FDS | | FTSE DEV MKT ETF | 253,047 | 222,036 | -31,011 | $12,120,951 | $11,139,546 | -$981,405 | 2024-05-15 |
|---|
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|
| Not available yet |