Filed: 2/24/2026ACC: 0002109379-26-000008
📋 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 $380.25M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2
Positions
$380.25M
Total AUM (reported)
838.88K
Total Shares
Allocation by class
S&P 500 ETF SHS$226.14M59.5%
TOTAL STK MKT$154.11M40.5%
Portfolio Concentration
Top 3$380.25M100.0%
Top 3 weight
100.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 838.88K
Sole
Full voting authority
838.88K
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
SOLEShares369.28K
TypeSH
Market value$226.14M
59.47%
Sole
369.28K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares469.60K
TypeSH
Market value$154.11M
40.53%
Sole
469.60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 369.28K | SH | $226.14M 59.47% | 369.28K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 469.60K | SH | $154.11M 40.53% | 469.60K | 0.00 | 0.00 |