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CIK: 0002109379
Total reported value
$1.2B
$1.2B
2 檔
27.1%
According to the latest 13F quarterly dataset, West Virginia University Foundation, Inc managed an equity portfolio of $1.2B at the end of Q2 2025, spanning 2 distinct U.S. exchange-listed positions.
In Q2 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 | 56.95% | +3.60% | +2.01% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 43.05% | -1.34% | +2.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +2.68% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | -0.2% | +2.01% | 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 Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, VTI) accounted for 27.1% of total reported equity market value during Q2 2025.
During Q2 2025, West Virginia University Foundation, Inc's top holdings by market value included VOO (57.0%)、VTI (43.0%). The largest single position, VOO, represented 57.0% of total portfolio value.
In Q2 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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