Investure, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Investure, LLC reported 15 stock positions worth $1.7 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 68.2% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 13.4%) and SS SPDR S&P Biotech ETF (XBI, 3.0%). Compared with Q3 2024, it opened 1 new position, added to 10 and reduced 1. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +20%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- CHARLOTTESVILLE, VA
- CIK
- 0001476993
- Portfolio Value
- $1.7B (Q4 2024)
- SEC Filing
- 0001398344-25-002739 ↗ filed Feb 13, 2025
Holdings Value
Holdings 15 stocks · $1.7B
| VOO Vanguard S&P 500 ETF | 68.22% | 2,139,030 | $1.2B | Add +20.4% |
| VTI VG Morningstar TS MKT ETF-US | 13.37% | 779,296 | $225.8M | Reduce -7.7% |
| XBI SS SPDR S&P Biotech ETF | 2.99% | 561,600 | $50.6M | No change |
| IEFA iShares Core MSCI Eafe ETF | 2.87% | 689,115 | $48.4M | Add +77.1% |
| IEMG iShares Core MSCI Emerging | 1.80% | 583,661 | $30.5M | Add +159.5% |
| MAA Mid-America Apartment Comm | 1.29% | 140,688 | $21.7M | Add +14.3% |
| UDR Udr Inc. | 1.27% | 493,909 | $21.4M | Add +19.9% |
| AVB Avalonbay Communities Inc. | 1.26% | 96,900 | $21.3M | No change |
| CPT Camden Property Trust | 1.26% | 182,728 | $21.2M | Add +15.5% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 1.23% | 290,699 | $20.9M | Add +10.2% |
| ESS Essex Property Trust Inc. | 1.23% | 73,031 | $20.8M | Add +10.7% |
| INVH Invitation Homes Inc. | 1.23% | 649,916 | $20.8M | Add +23.8% |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 1.17% | 101,821 | $19.7M | Add +1.2% |
| VGSH Vanguard Short-Term Treasury | 0.77% | 222,200 | $12.9M | No change |
| AGG iShares Core U.S. Aggregate | 0.04% | 6,565 | $636K | New |
Portfolio Sells Q3 2024 → Q4 2024
| VTI VG Morningstar TS MKT ETF-US | Reduce -7.7% | 13.37% | −3.17 |
Portfolio Buys Q3 2024 → Q4 2024
| VOO Vanguard S&P 500 ETF | Add +20.4% | 68.22% | +3.36 |
| IEMG iShares Core MSCI Emerging | Add +159.5% | 1.80% | +0.91 |
| IEFA iShares Core MSCI Eafe ETF | Add +77.1% | 2.87% | +0.77 |
| AGG iShares Core U.S. Aggregate | New | 0.04% | +0.04 |
| UDR Udr Inc. | Add +19.9% | 1.27% | −0.02 |
| INVH Invitation Homes Inc. | Add +23.8% | 1.23% | −0.05 |
| MAA Mid-America Apartment Comm | Add +14.3% | 1.29% | −0.07 |
| CPT Camden Property Trust | Add +15.5% | 1.26% | −0.10 |
| ESS Essex Property Trust Inc. | Add +10.7% | 1.23% | −0.11 |
| VMRK Vivmark Residential | Add +10.2% | 1.23% | −0.12 |
| CRBN Ish Low Car Opt Ms Ac ETF-US | Add +1.2% | 1.17% | −0.20 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 17 | $1.6B | VOO, BBJP, VTI, IEMG, IEFA |
| Q1 2026 | 17 | $2.0B | VOO, BBJP, IEFA, VTI, IEMG |
| Q4 2025 | 15 | $1.8B | VOO, VTI, IEFA, XBI, IEMG |
| Q3 2025 | 16 | $1.6B | VOO, VTI, IEFA, XBI, IEMG |
| Q2 2025 | 15 | $1.3B | VOO, VTI, IEFA, XBI, IEMG |
| Q1 2025 | 16 | $1.5B | VOO, VTI, IEFA, XBI, IEMG |
| Q4 2024 | 15 | $1.7B | VOO, VTI, XBI, IEFA, IEMG |
| Q3 2024 | 14 | $1.4B | VOO, VTI, XBI, IEFA, AVB |
| Q2 2024 | 14 | $820.4M | VOO, VTI, XBI, AVB, INVH |
| Q1 2024 | 15 | $571.0M | VTI, VOO, FXI, XBI, IEFA |