Top 2 Ebor Charitable Trust Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 56.09% | 97.9K | $27.7M | +4.90%(+4.58K) | $187.58(+81.08%) | 2025-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 24.24% | 226.8K | $12.0M | +5.52%(+11.86K) | $45.03(+39.48%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.41% | +87.95% | — | — | +87.95% |
| Top 20 Holdings Unweighted | +23.18% | +86.90% | — | — | +86.90% |
Ebor Charitable Trust reports $49.42M in US-listed equity holdings across 4 positions in its most recent 13F filing. Its largest disclosed positions are VTI (56.1%) and VEA (24.2%). The top 20 holdings account for 80.33% of reported assets. Its disclosed equity book has returned +87.95% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ebor Charitable Trust’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802837). View Ebor Charitable Trust’s 13F filings on SEC