WEST VIRGINIA UNIVERSITY FOUNDATION, INC

PrivateCIK: 2109379
Location

MORGANTOWN, WV

📋 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 $331.53M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

2
Positions
$331.53M
Total AUM (reported)
801.98K
Total Shares

Allocation by class

TOTAL AUM$331.53M2 positions
S&P 500 ETF SHS$188.80M56.9%
TOTAL STK MKT$142.73M43.1%

Portfolio Concentration

Top 3100.0%TOP 10100.0%0%100%
Top 3$331.53M100.0%

Top 3 weight

100.0%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 801.98K

Sole

Full voting authority

801.98K

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

SOLE
S&P 500 ETF SHS
Shares332.38K
TypeSH
Market value$188.80M
56.95%
Sole
332.38K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares469.60K
TypeSH
Market value$142.73M
43.05%
Sole
469.60K
Shared
0.00
None
0.00
WEST VIRGINIA UNIVERSITY FOUNDATION, INC 13F Holdings — 2 Positions | Finecho