Filed: 2/24/2026ACC: 0002109379-26-000005
📋 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 $293.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2
Positions
$293.13M
Total AUM (reported)
783.15K
Total Shares
Allocation by class
S&P 500 ETF SHS$167.44M57.1%
TOTAL STK MKT$125.69M42.9%
Portfolio Concentration
Top 3$293.13M100.0%
Top 3 weight
100.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 783.15K
Sole
Full voting authority
783.15K
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
SOLEShares325.82K
TypeSH
Market value$167.44M
57.12%
Sole
325.82K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares457.34K
TypeSH
Market value$125.69M
42.88%
Sole
457.34K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 325.82K | SH | $167.44M 57.12% | 325.82K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 457.34K | SH | $125.69M 42.88% | 457.34K | 0.00 | 0.00 |