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Ebor Charitable Trust’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Ebor Charitable Trust’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$27.7M Buy
97,901
+4,575
+5% +$1.45M 56.09% 1
2025
Q2 		$28.4M Buy
93,326
+4,180
+5% +$1.18M 56.63% 1
2025
Q1 		$24.5M Sell
89,146
-5,690
-6% -$1.65M 53.47% 1
2024
Q4 		$27.5M Sell
94,836
-3,065
-3% -$894K 58.28% 1
2024
Q3 		$27.7M Sell
97,901
-1,565
-2% -$427K 56.09% 1
2024
Q2 		$26.6M Sell
99,466
-812
-0.8% -$210K 56.92% 1
2024
Q1 		$26.1M Sell
100,278
-3,991
-4% -$987K 56.42% 1
2023
Q4 		$24.7M Hold
104,269
– – 54.12% 1
2023
Q3 		$22.1M Buy
104,269
+26,400
+34% +$5.84M 66.69% 1
2023
Q2 		$17.2M Buy
77,869
+7,975
+11% +$1.66M 68.48% 1
2023
Q1 		$14.3M Sell
69,894
-25,750
-27% -$5.15M 67.5% 1
2022
Q4 		$18.3M Sell
95,644
-14,300
-13% -$2.76M 66.97% 1
2022
Q3 		$19.7M Hold
109,944
– – 68.66% 1
2022
Q2 		$20.7M Hold
109,944
– – 67.24% 1
2022
Q1 		$25M Sell
109,944
-33,610
-23% -$7.56M 67.79% 1
2021
Q4 		$34.7M Sell
143,554
-20,855
-13% -$4.92M 68.98% 1
2021
Q3 		$36.5M Hold
164,409
– – 68.3% 1
2021
Q2 		$36.6M Hold
164,409
– – 67.94% 1
2021
Q1 		$34M Sell
164,409
-185,841
-53% -$37.6M 67.34% 1
2020
Q4 		$68.2M Sell
350,250
-10,600
-3% -$1.94M 63.27% 1
2020
Q3 		$61.5M Hold
360,850
– – 63.6% 1
2020
Q2 		$56.5M Sell
360,850
-200,900
-36% -$29.6M 62.87% 1
2020
Q1 		$72.4M Hold
561,750
– – 59.59% 1
2019
Q4 		$91.9M Buy
+561,750
New +$88M 58.61% 1

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ebor Charitable Trust's VTI Position: Q3 2025 in Review

Ebor Charitable Trust increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.9% in Q3 2025, buying an estimated $1.45M and bringing the position to 97,901 shares worth $27.7M. The position accounts for 56.09% of the portfolio, ranked #1.

Ebor Charitable Trust first reported a position in VTI in Q4 2019 and has held it in 24 quarters since. The position peaked at $91.9M in Q4 2019. 3,247 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • Ebor Charitable Trust held 97,901 shares of Vanguard Morningstar Total Stock Market ETF worth $27.7M as of Q3 2025.
  • Ebor Charitable Trust bought 4,575 Vanguard Morningstar Total Stock Market ETF shares in Q3 2025, an estimated $1.45M.
  • Vanguard Morningstar Total Stock Market ETF made up 56.09% of Ebor Charitable Trust's portfolio in Q3 2025, its #1 holding.
  • Ebor Charitable Trust first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 24 quarters since.
  • Ebor Charitable Trust's Vanguard Morningstar Total Stock Market ETF position peaked at $91.9M in Q4 2019.
  • 3,247 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

Based on Ebor Charitable Trust's 13F filing for Q3 2025, filed 14 Nov 2025.