West Virginia University Foundation

Latest statistics and disclosures from West Virginia University Foundation's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VOO, VTI, VEA, VWO, SHY, and represent 98.31% of West Virginia University Foundation's stock portfolio.
  • Added to shares of these 5 stocks: VOO (+$150M), VTI (+$74M), VEA, VGSH, VWO.
  • West Virginia University Foundation was a net buyer of stock by $225M.
  • West Virginia University Foundation has $1.2B in assets under management (AUM), dropping by -25.42%.
  • Central Index Key (CIK): 0002109379

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Positions held by West Virginia University Foundation consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for West Virginia University Foundation

West Virginia University Foundation holds 6 positions in its portfolio as reported in the June 2026 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) 43.2 $529M +39% 771k 686.81
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Vanguard Index Fds Total Stk Mkt (VTI) 33.7 $412M +21% 1.1M 370.04
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 14.3 $176M 2.5M 71.25
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.3 $65M 1.1M 59.69
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Ishares Tr 1 3 Yr Treas Bd (SHY) 1.8 $22M 262k 82.11
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.7 $21M 356k 58.20
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Past Filings by West Virginia University Foundation

SEC 13F filings are viewable for West Virginia University Foundation going back to 2025