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West Virginia University Foundation, Inc

Q2 2025 · Filed 2026-02-24
Market Value
$332M
+13.1%
Holdings
2
New Purchases
0
Added To
2
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VTI 43.05% 42.88% +0.17% $143M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VOO 56.95% 57.12% -0.17% $189M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 2 $332M 100.0%

Portfolio Analytics

Avg Market Cap
$1.1T
Median Market Cap
$1.1T
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
1.02
# Stocks
0
# ETFs / Funds
2

Top Holdings (2 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VOO 56.95% 332,380 $189M $568.03 $21M +6,564 +2.0%
2 VTI 43.05% 469,601 $143M $303.93 $17M +12,264 +2.7%
View SEC EDGAR Filings for West Virginia University Foundation, Inc →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms