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CIK: 0002109379
Total reported value
$1.2B
$1.2B
2 檔
23.9%
The Q1 2025 SEC filing reveals that West Virginia University Foundation, Inc held a total portfolio value of $1.2B, covering 2 public equity positions.
In Q1 2025, West Virginia University Foundation, Inc displayed an active expansion posture, initiating 0 new positions and adding to 2 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 57.12% | +3.60% | +9.50% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 42.88% | -1.34% | +3.99% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.4% | +9.50% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | -1.4% | +3.99% | Add |
According to official SEC Form 13F filings, West Virginia University Foundation, Inc reported a total U.S. public equity portfolio value of $1.2B across 2 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, VTI) accounted for 23.9% of total reported equity market value during Q1 2025.
During Q1 2025, West Virginia University Foundation, Inc's top holdings by market value included VOO (57.1%)、VTI (42.9%). The largest single position, VOO, represented 57.1% of total portfolio value.
In Q1 2025, West Virginia University Foundation, Inc made 2 total portfolio adjustments, initiating 0 new buys, adding to 2 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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