Adventist Health System/ West

Latest statistics and disclosures from Adventist Health System/ West's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VOO, VEA, ITOT, VONV, VTIP, and represent 87.30% of Adventist Health System/ West's stock portfolio.
  • Added to shares of these 2 stocks: ITOT (+$67M), IXUS (+$38M).
  • Started 2 new stock positions in ITOT, IXUS.
  • Reduced shares in these 4 stocks: IVV (-$127M), EMXC (-$53M), VOT (-$10M), VBK (-$5.2M).
  • Sold out of its positions in IVV, EMXC.
  • Adventist Health System/ West was a net seller of stock by $-90M.
  • Adventist Health System/ West has $614M in assets under management (AUM), dropping by -8.82%.
  • Central Index Key (CIK): 0001802516

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Portfolio Holdings for Adventist Health System/ West

Adventist Health System/ West holds 8 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 48.9 $300M 491k 612.38
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 11.0 $68M 1.1M 59.92
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Ishares Tr Core S&p Ttl Stk (ITOT) 10.9 $67M NEW 460k 145.65
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 10.1 $62M 693k 89.37
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Vanguard Malvern Fds Strm Infproidx (VTIP) 6.3 $39M 766k 50.63
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Ishares Tr Core Msci Total (IXUS) 6.2 $38M NEW 462k 82.58
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 4.6 $28M -26% 97k 293.79
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.8 $11M -31% 38k 297.62
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Past Filings by Adventist Health System/ West

SEC 13F filings are viewable for Adventist Health System/ West going back to 2019

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