StockDriftsStockDriftsTop 6 West Virginia University Foundation INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 43.24% | 770.6K | $529.3M | +14.12%(+95.34K) | $580.42(+23.18%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 33.68% | 1.11M | $412.3M | +0.28%(+3.15K) | $311.38(+23.42%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 14.34% | 2.46M | $175.5M | +0.54%(+13.13K) | $63.29(+16.19%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 5.3% | 1.09M | $64.8M | +0.12%(+1.29K) | $53.91(+11.93%) | 2026-06-30 | |
| SHY | ISHARES TR | 1.75% | 261.6K | $21.5M | +0.00%(+0) | $82.69(-0.80%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 1.69% | 356.0K | $20.7M | +0.94%(+3.33K) | $58.63(-0.84%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +25.90% |
| Top 20 Holdings Unweighted | — | — | — | — | +20.18% |
West Virginia University Foundation INC reports $1.22B in US-listed equity holdings across 6 positions in its most recent 13F filing. Its largest disclosed positions are VOO (43.2%), VTI (33.7%) and VEA (14.3%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +25.90% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from West Virginia University Foundation INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2109379). View West Virginia University Foundation INC’s 13F filings on SEC