University of Maryland Foundation, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 5, 2024), University of Maryland Foundation, Inc. reported 7 stock positions worth $141.0 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 39.0% of the portfolio, followed by iShares Core S&P Total U.S. (ITOT, 28.8%) and Vngrd Mrngst SL-CP Val ETF-U (VBR, 16.2%). Compared with Q2 2024, it opened 1 new position. The biggest buy was a new position in iShares Core S&P Total U.S. (ITOT).
- Most Recent 13F
- Q2 2026
- Location
- ADELPHI, MD
- CIK
- 0001624050
- Portfolio Value
- $141.0M (Q3 2024)
- SEC Filing
- 0000950123-24-010383 ↗ filed Nov 5, 2024
Holdings Value
Holdings 7 stocks · $141.0M
| VTI VG Morningstar TS MKT ETF-US | 39.01% | 194,208 | $55.0M | No change |
| ITOT iShares Core S&P Total U.S. | 28.82% | 323,381 | $40.6M | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 16.18% | 113,570 | $22.8M | No change |
| VPL Vanguard Ftse Pacific ETF | 12.32% | 221,527 | $17.4M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 1.96% | 4 | $2.8M | No change |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 1.39% | 10,000 | $2.0M | No change |
| VT Vanguard Tot World STK ETF | 0.32% | 3,786 | $453K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| None this quarter. | |||
Portfolio Buys Q2 2024 → Q3 2024
| ITOT iShares Core S&P Total U.S. | New | 28.82% | +28.82 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 4 | $56.1M | IEMG, VTI, BRK.A, CRBN |
| Q1 2026 | 2 | $5.1M | BRK.A, CRBN |
| Q4 2025 | 2 | $5.3M | BRK.A, CRBN |
| Q3 2025 | 2 | $5.3M | BRK.A, CRBN |
| Q2 2025 | 3 | $16.6M | VPL, BRK.A, CRBN |
| Q1 2025 | 8 | $156.7M | VTI, ITOT, VBR, VPL, IEMG |
| Q4 2024 | 8 | $178.1M | VTI, ITOT, VBR, IEMG, VPL |
| Q3 2024 | 7 | $141.0M | VTI, ITOT, VBR, VPL, BRK.A |
| Q2 2024 | 6 | $93.8M | VTI, VBR, VPL, BRK.A, CRBN |
| Q1 2024 | 6 | $104.1M | VTI, VPL, VBR, BRK.A, CRBN |