Latest Ebor Charitable Trust Stock Portfolio
About Ebor Charitable Trust and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Ebor Charitable Trust reported an equity portfolio of $49.4 Millions as of 30 Sep, 2024.
The top stock holdings of Ebor Charitable Trust are VB, VEA, . The fund has invested 56.1% of it's portfolio in VANGUARD INDEX FDS and 24.2% of portfolio in VANGUARD TAX-MANAGED FDS.
They significantly reduced their stock positions in VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD TAX-MANAGED FDS (VEA) and BLACKROCK, INC..
The top stock holdings of Ebor Charitable Trust are VB, VEA, . The fund has invested 56.1% of it's portfolio in VANGUARD INDEX FDS and 24.2% of portfolio in VANGUARD TAX-MANAGED FDS.
They significantly reduced their stock positions in VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD TAX-MANAGED FDS (VEA) and BLACKROCK, INC..
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| vanguard tax-managed fds | 2.59 |
| blackrock, inc. | 1.93 |
| blackrock, inc. | 1.13 |
Additions to existing portfolio by Ebor Charitable Trust
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard index fds | -1.57 |
Ebor Charitable Trust reduced stake in above stock
Sold off
Ebor Charitable Trust Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Ebor Charitable Trust
Last Reported on: 14 Nov, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| VB | vanguard index fds | 56.09 | 97,901 | 27,721,600 | reduced | -1.57 | ||
| VEA | vanguard tax-managed fds | 24.24 | 226,810 | 11,977,800 | added | 2.59 | ||
| blackrock, inc. | 10.80 | 102,985 | 5,336,680 | added | 1.13 | |||
| blackrock, inc. | 8.88 | 43,321 | 4,387,120 | added | 1.93 | |||