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West Virginia University Foundation, Inc

Portfolio Manager
West Virginia University Foundation, Inc
Performance
-4.53% (2026 Q1)
AUM (13F)
$623.43M
# of Holdings
2
Performance Rank
Allocation (Top 20)
100%

West Virginia University Foundation, Inc Holdings Map

Top 2 West Virginia University Foundation, Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VOO
VANGUARD INDEX FDS
52.92%552.1K$329.9M
+22.11%(+99.96K)
2025-Q1: 325.8K shares2025-Q2: 332.4K shares2025-Q3: 369.3K shares2025-Q4: 452.2K shares2026-Q1: 552.1K shares
$564.08(+21.41%)
2026-03-31
VTI
VANGUARD INDEX FDS
47.08%914.9K$293.5M
+25.51%(+185.96K)
2025-Q1: 457.3K shares2025-Q2: 469.6K shares2025-Q3: 469.6K shares2025-Q4: 728.9K shares2026-Q1: 914.9K shares
$307.70(+19.84%)
2026-03-31

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