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Institutional

West Virginia University Foundation, Inc

CIK 0002109379
$623.4M
Reported AUM
2
Positions
Q1 2026
Period
2026-05-13
Filed

The Brief · West Virginia University Foundation, Inc · Q1 2026

AI · grounded in 13F

West Virginia University Foundation, Inc increased its position in VTI by 25.51%. The fund also accumulated shares of VOO, growing that position by 22.11%. These two additions bring the fund's total position count to two, with total assets under management reaching $623,431,010.

Portfolio · Q1 2026

VOO$329.9MVTI$293.5MWI

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1VOOVANGUARD INDEX FDS$678.00-2.59%24.60%80.00%$329.9M52.92%+99,959+22.1%
2VTIVANGUARD INDEX FDS$363.38-2.68%24.59%71.45%$293.5M47.08%+185,960+25.5%

Source: SEC EDGAR · accession 0002109379-26-000033. 13F discloses long positions only — shorts, foreign equities, and options are excluded.