West Virginia University Foundation, Inc

CIK 2109379 · View on SEC EDGAR ↗

Portfolio value
$1.2B
#2,122 of 9,443 by 13F value · top 22.5%
Positions
6
As of
June 30, 2026

Portfolio value QoQ: +20.3% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
6
Effective number of positions
3.1

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.0% Est. buys $67,857,955 · sells $0

Median holding: 2.0 quarters Tracked Q4 2024–Q2 2026 · 100.0% still held

New positions
0
Increased
5
Decreased
0
Closed
0
On this page

Sector breakdown

Other/Unmapped
100.0%

Full portfolio 6 positions

Type Streak 8Q trend
VOO $529,253,038 43.24% 770,596 $125,756,803 Up ×6
VTI $412,299,308 33.68% 1,114,202 $55,864,320 Up ×3
VEA $175,478,419 14.34% 2,462,855 $18,500,169 Up ×1
VWO $64,824,593 5.30% 1,086,021 $6,194,936 Up ×1
SHY iShares 1-3 Year Treasury Bond ETF $21,477,266 1.75% 261,567 $-120,322
VGSH Vanguard Short-Term Treasury ETF $20,717,745 1.69% 355,975 $73,965 Up ×1

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
VOO $529,253,038 43.24% up ×6
VTI $412,299,308 33.68% up ×3

Top movers (QoQ)

Security Action Shares Δ Value Δ
VOO Bought more +95K +$125.8M
VTI Bought more +3K +$55.9M
VEA Bought more +13K +$18.5M
VWO Bought more +1K +$6.2M
SHY Price move only +0 -$120K
VGSH Bought more +3K +$74K