Institutional
Adventist Health System/ West
CIK 0001802516
$563.9M
Reported AUM
13
Positions
Q1 2026
Period
2026-05-12
Filed
The Brief · Adventist Health System/ West · Q1 2026
AI · grounded in 13F
Adventist Health System/ West established a new position in VTI with a $1.27M investment. The fund also added new positions in VCIT for $852,987 and IEMG for $390,670. Additionally, the fund increased its holdings in IXUS by 62.26% while trimming its positions in VTIP by 25.20% and IVV by 9.71%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $733.12 | -1.49% | 20.42% | 75.78% | $264.6M | 46.93% | — | HELD |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $68.95 | -0.93% | 27.83% | 54.95% | $72.5M | 12.86% | — | HELD |
| 3 | VONV | VANGUARD SCOTTSDALE FDS | $109.38 | -1.01% | 32.79% | 70.64% | $64.9M | 11.52% | — | HELD |
| 4 | IXUS | ISHARES TR | $92.00 | -1.11% | 25.74% | 47.51% | $47.9M | 8.49% | — | HELD |
| 5 | ITOT | ISHARES TR | $160.03 | -1.53% | 20.99% | 68.32% | $45.7M | 8.11% | — | HELD |
| 6 | VTIP | VANGUARD MALVERN FDS | $49.68 | 0.22% | 2.90% | 16.06% | $28.6M | 5.08% | — | HELD |
| 7 | VOT | VANGUARD INDEX FDS | $290.39 | -1.16% | 3.47% | 22.54% | $24.9M | 4.42% | — | HELD |
| 8 | VBK | VANGUARD INDEX FDS | $334.14 | -2.17% | 23.58% | 20.49% | $11.5M | 2.04% | — | HELD |
| 9 | VTI | VANGUARD INDEX FDS | $360.42 | -1.52% | 21.10% | 68.36% | $1.3M | 0.22% | — | HELD |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | $81.26 | -0.31% | 2.51% | 3.92% | $853K | 0.15% | — | HELD |
| 11 | IEMG | ISHARES INC | $74.15 | -2.18% | 29.78% | 36.78% | $391K | 0.07% | — | HELD |
| 12 | IEFA | ISHARES TR | $96.23 | -0.54% | 22.68% | 48.50% | $384K | 0.07% | — | HELD |
| 13 | VCSH | VANGUARD SCOTTSDALE FDS | $78.61 | -0.01% | 3.06% | 12.13% | $256K | 0.05% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-001699. 13F discloses long positions only — shorts, foreign equities, and options are excluded.