University of Maryland Foundation, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 5, 2025), University of Maryland Foundation, Inc. reported 8 stock positions worth $178.1 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 31.6% of the portfolio, followed by iShares Core S&P Total U.S. (ITOT, 23.3%) and Vngrd Mrngst SL-CP Val ETF-U (VBR, 23.2%). Compared with Q3 2024, it opened 1 new position and added to 1. The biggest buy was a new position in iShares Core MSCI Emerging (IEMG).
- Most Recent 13F
- Q2 2026
- Location
- ADELPHI, MD
- CIK
- 0001624050
- Portfolio Value
- $178.1M (Q4 2024)
- SEC Filing
- 0000950123-25-000943 ↗ filed Feb 5, 2025
Holdings Value
Holdings 8 stocks · $178.1M
| VTI VG Morningstar TS MKT ETF-US | 31.60% | 194,208 | $56.3M | No change |
| ITOT iShares Core S&P Total U.S. | 23.35% | 323,381 | $41.6M | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 23.16% | 208,177 | $41.3M | Add +83.3% |
| IEMG iShares Core MSCI Emerging | 10.19% | 347,706 | $18.2M | New |
| VPL Vanguard Ftse Pacific ETF | 8.83% | 221,527 | $15.7M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 1.53% | 4 | $2.7M | No change |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 1.09% | 10,000 | $1.9M | No change |
| VT Vanguard Tot World STK ETF | 0.25% | 3,786 | $445K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| None this quarter. | |||
Portfolio Buys Q3 2024 → Q4 2024
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 |