Filed: 5/13/2026ACC: 0002109379-26-000033
📋 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 $623.43M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2
Positions
$623.43M
Total AUM (reported)
1.47M
Total Shares
Allocation by class
S&P 500 ETF SHS$329.93M52.9%
TOTAL STK MKT$293.50M47.1%
Portfolio Concentration
Top 3$623.43M100.0%
Top 3 weight
100.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.47M
Sole
Full voting authority
1.47M
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
SOLEShares552.13K
TypeSH
Market value$329.93M
52.92%
Sole
552.13K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares914.88K
TypeSH
Market value$293.50M
47.08%
Sole
914.88K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 552.13K | SH | $329.93M 52.92% | 552.13K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 914.88K | SH | $293.50M 47.08% | 914.88K | 0.00 | 0.00 |