CIK: 0001673588
Total reported value
$68.6B
Reporting period: 2026-03-31 · Number of holdings: 2
VCU Investment Management Co disclosed 2 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $68.6B and a quarterly turnover rate of 100.0%.
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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 IAU
0.0% $67.1B
New buy 78462F953
Sold out MGK
VCU is aggressively rotating capital this quarter, completely liquidating a massive 27.36% MGK stake and establishing a fresh 2.1% position to fund extreme portfolio concentration. Turnover hits the ceiling at 100, confirming an active tactical pivot rather than passive weight drift.
The trade embeds a pure positioning squeeze setup: dumping a bloated incumbent holding into a leaner, higher-beta entry to capture immediate liquidity premiums. The opposing thesis argues that shedding a quarter of AUM in one name triggers bid-depth exhaustion, leaving the book exposed to a liquidity trap if the new position fails to fill.
Heavy reliance on execution quality for the new entry; when turnover sustains at ceiling levels, slippage and market impact costs quietly devour alpha as the portfolio rides its own momentum curve without sector-wide diversification support.
This narrative is produced by AI from publicly available filings and describes past activity only — it is informational, not investment advice.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Spdr S&p 500 ETF Tr | ETF-Large Cap & Growth | 95.54% | +2.10% | NEW | |
| 2 | IAU | Ishares Gold Trust | ETF-Commodities | 4.46% | +25.26% | — |
Performance for Q3 2026
-0.9%
Performance Last 4 Quarters
+40.6%
Based on 4% of reported portfolio value with available pricing
Not enough sector-mapped data yet
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 2 | $68.6B | 100 | 1IAU278462F |
| 2025-12-31 | 2 | $85.1M | 100 | |
| 2023-09-30 | 1 | $27.7M | 0 | |
| 2023-06-30 | 1 | $28.8M | 0 | |
| 2023-03-31 | 1 | $29.6M | 0 | |
| 2022-12-31 | 1 | $27.4M | 0 | |
| 2022-09-30 | 1 | $25.0M | 0 | |
| 2022-06-30 | 1 | $27.2M | 0 | |
| 2022-03-31 | 5 | $71.7M | 0 | |
| 2021-12-31 | 7 | $129.3M | 0 | |
| 2021-09-30 | 7 | $168.4M | 0 | |
| 2021-06-30 | 7 | $169.8M | 100 | |
| 2021-03-31 | 8 | $189.1M | 6 | |
| 2020-12-31 | 8 | $193.5M | 32 | |
| 2020-09-30 | 9 | $208.5M | 25 | |
| 2020-06-30 | 8 | $196.4M | 92 | |
| 2020-03-31 | 11 | $259.0M | 67 | |
| 2019-12-31 | 9 | $436.5M | 17 | |
| 2019-09-30 | 8 | $396.5M | 14 | |
| 2019-06-30 | 8 | $387.0M | 8 | |
| 2019-03-31 | 9 | $412.5M | 20 | |
| 2018-12-31 | 8 | $388.9M | 13 | |
| 2018-09-30 | 8 | $435.1M | 71 | |
| 2018-06-30 | 10 | $334.6M | 36 | |
| 2018-03-31 | 10 | $415.3M | 30 | |
| 2017-12-31 | 9 | $408.0M | 21 | |
| 2017-09-30 | 8 | $354.1M | 49 | |
| 2017-06-30 | 8 | $472.3M | 39 | |
| 2017-03-31 | 6 | $388.1M | 5 | |
| 2016-12-31 | 6 | $408.4M | — |
VCU Investment Management Co's most significant position changes for 2026-03-31: New buy: Spdr S&p 500 ETF Tr; Sold out: Vanguard Mega Cap Growth ETF (MGK).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | +25.3% | — | Unchanged |
| 2 | ✓ | Spdr S&p 500 ETF Tr | — | NEW | New buy |
| 3 | MGK | Vanguard Mega Cap Growth ETF | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-07 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-19 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-31 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-09 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-10 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-07 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-09 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-10 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-29 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-03 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-29 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-10 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-27 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-27 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-05 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-03 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-29 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-09 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-24 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-25 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-08 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-29 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-10-19 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-07-27 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-10 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-06 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-10-12 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-07-25 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-08 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-08 | 13F-HR | View on EDGAR |
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