West Virginia University Foundation portfolio
Foundation or endowmentPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 13, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
West Virginia University Foundation reported a $1.2 bn portfolio of 6 positions to the SEC as of the end of Q2 2026. Its largest positions are VOO, VTI, VEA.
Sections with a free account
What changed this quarter
1 position with a change (1 added to). 1 is listed here: those of 0.5 points of the portfolio or more (up to 12).
- Vanguard S&P 500 ETF+14%more sharesIncreased39.6% → 43.2%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Vanguard S&P 500 ETFVOO43.2%
- Vanguard Index FundsVTI33.7%
- Vanguard Ftse Developed ETFVEA14.3%
- Vanguard International Equity Index FVWO5.3%
- iShares 1-3 Year Treasury BO ETFSHY1.8%
- Vanguard Short-term Treasury ETFVGSH1.7%
Portfolio by sector
- ● No sector 100%
13F filings with amendments or confidential positions
- 13F Q1 2026 ↗filed May 13, 2026Amendment of Aug 13, 2026 (replaces the original) ↗
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Not counted as a concentrated manager: it has fewer than 8 quarters of history; more than 20% is ETFs; it is a foundation or endowment; what it reports is usually donated stock or the direct slice of a portfolio run by others. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
- Tweedy, BrowneInvestment firm · $1.2 bn
- Mcdonald Capital InvestorsInvestment firm · $1.2 bn
- Samsara BiocapitalInvestment firm · $1.2 bn
- Ophir Asset Management PtyInvestment firm · $1.2 bn
- 140 Summer PartnersInvestment firm · $1.2 bn
- Baskin Financial Services$1.2 bn