CIK: 0002109379
Total reported value
$623.4M
Reporting period: 2026-03-31 · Number of holdings: 2
West Virginia University Foundation, Inc disclosed 2 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $623.4M and a quarterly turnover rate of 16.6%.
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Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add VTI
+25.5% $49.1M
Trim VOO
+22.1% $46.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 52.92% | -0.79% | +22.11% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 47.08% | +0.79% | +25.51% |
Performance for Q3 2026
+3.7%
Performance Last 4 Quarters
+19%
Based on 53% of reported portfolio value with available pricing
Not enough sector-mapped data yet
West Virginia University Foundation, Inc's most significant position changes for 2026-03-31: Add: Vanguard Total Stock Mkt ETF (VTI) — shares +25.51%; Add: Vanguard S&p 500 ETF (VOO) — shares +22.11%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +0.8% | +25.51% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | -0.8% | +22.11% | Add |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-13 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-24 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2026-02-24 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2026-02-24 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2026-02-24 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2026-02-24 | 13F-HR | View on EDGAR |
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