WEST VIRGINIA UNIVERSITY FOUNDATION, INC

PrivateCIK: 2109379
Location

MORGANTOWN, WV

2
Positions
$623.43M
Total AUM (reported)
1.47M
Total Shares

Allocation by class

TOTAL AUM$623.43M2 positions
S&P 500 ETF SHS$329.93M52.9%
TOTAL STK MKT$293.50M47.1%

Portfolio Concentration

Top 3100.0%TOP 10100.0%0%100%
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

SOLE
S&P 500 ETF SHS
Shares552.13K
TypeSH
Market value$329.93M
52.92%
Sole
552.13K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares914.88K
TypeSH
Market value$293.50M
47.08%
Sole
914.88K
Shared
0.00
None
0.00