Filed: 2/24/2026ACC: 0002109379-26-000003
📋 What this filing means
WEST VIRGINIA UNIVERSITY FOUNDATION, INC filed this quarterly 13F‑HR report disclosing 2 equity positions with a total reported market value of $287.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2
Positions
$287.77M
Total AUM (reported)
737.32K
Total Shares
Allocation by class
S&P 500 ETF SHS$160.32M55.7%
TOTAL STK MKT$127.45M44.3%
Portfolio Concentration
Top 3$287.77M100.0%
Top 3 weight
100.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 737.32K
Sole
Full voting authority
737.32K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole2
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings2
Rows:
VANGUARD INDEX FDS
SOLEShares297.54K
TypeSH
Market value$160.32M
55.71%
Sole
297.54K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares439.77K
TypeSH
Market value$127.45M
44.29%
Sole
439.77K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 297.54K | SH | $160.32M 55.71% | 297.54K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 439.77K | SH | $127.45M 44.29% | 439.77K | 0.00 | 0.00 |