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CIK: 0002109379
Total reported value
$1.2B
$1.2B
6 檔
81.5%
As reported in its official Q1 2026 Form 13F filing, West Virginia University Foundation, Inc's tracked investment portfolio stood at $1.2B with 6 total positions.
In Q1 2026, West Virginia University Foundation, Inc displayed an active expansion posture, initiating 4 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 | 39.64% | +3.60% | +49.33% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 35.02% | -1.34% | +52.42% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 15.42% | -1.08% | — | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.76% | -0.46% | — | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.12% | -0.37% | — | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.03% | -0.34% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +15.4% | NEW | New buy |
| 2 | VWO | Vanguard Ftse Emerging Marke | +5.8% | NEW | New buy |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | +2.1% | NEW | New buy |
| 4 | VGSH | Vanguard Short-term Treasury | +2% | NEW | New buy |
| 5 | VTI | Vanguard Total Stock Mkt ETF | -11.3% | +52.42% | Add |
| 6 | VOO | Vanguard S&p 500 ETF | -14.1% | +49.33% | 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 6 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, VTI, VEA) accounted for 81.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
VEA
市值: $157.0M
During Q1 2026, West Virginia University Foundation, Inc's top holdings by market value included VOO (39.6%)、VTI (35.0%)、VEA (15.4%). The largest single position, VOO, represented 39.6% of total portfolio value.
In Q1 2026, West Virginia University Foundation, Inc made 6 total portfolio adjustments, initiating 4 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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