Vault-13

West Virginia University Foundation, Inc

MORGANTOWN, WV · CIK 2109379 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$1.2bn reported value -25.4% vs Q1 2026
6positions
100.0%in top 10
0 new 3 added 2 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 VANGUARD INDEX FDS S&P 500 ETF SHS VOO VOO 770,596 $529.3m43.24% 43.24% ReducedShares held: Q3 2025 369.3k, Q4 2025 452.2k, Q1 2026 1.2m, Q2 2026 770.6k -456.8k -456,788 -37.2%
2 VANGUARD INDEX FDS TOTAL STK MKT VTI VTI 1,114,202 $412.3m33.68% 33.68% ReducedShares held: Q3 2025 469.6k, Q4 2025 728.9k, Q1 2026 2.0m, Q2 2026 1.1m -911.7k -911,729 -45.0%
3 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA VEA 2,462,855 $175.5m14.34% 14.34% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 2.4m, Q2 2026 2.5m +13.1k +13,132 0.5%
4 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO VWO 1,086,021 $64.8m5.30% 5.30% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 1.1m, Q2 2026 1.1m +1.3k +1,291 0.1%
5 ISHARES TR 1 3 YR TREAS BD SHY SHY 261,567 $21.5m1.75% 1.75% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 261.6k, Q2 2026 261.6k
6 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH VGSH 355,975 $20.7m1.69% 1.69% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 352.6k, Q2 2026 356.0k +3.3k +3,331 0.9%