University of Massachusetts Foundation, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 9, 2024), University of Massachusetts Foundation, Inc. reported 4 stock positions worth $240.3 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 54.4% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 19.4%) and iShares Core MSCI Emerging (IEMG, 15.0%). Compared with Q4 2023, it reduced 1. The biggest sale was iShares Core S&P 500 ETF (IVV, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- NEWTON, MA
- CIK
- 0001802874
- Portfolio Value
- $240.3M (Q1 2024)
- SEC Filing
- 0001493152-24-018474 ↗ filed May 9, 2024
Holdings Value
Holdings 4 stocks · $240.3M
Portfolio Sells Q4 2023 → Q1 2024
| IVV iShares Core S&P 500 ETF | Reduce -7.4% | 19.41% | −0.84 |
Portfolio Buys Q4 2023 → Q1 2024
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 0 | $0 | |
| Q1 2026 | 0 | $0 | |
| Q4 2025 | 0 | $0 | |
| Q3 2025 | 0 | $0 | |
| Q2 2025 | 4 | $198.6M | VTI, IVV, IEMG, IEFA |
| Q1 2025 | 4 | $178.3M | VTI, IVV, IEMG, IEFA |
| Q4 2024 | 4 | $185.9M | VTI, IVV, IEMG, IEFA |
| Q3 2024 | 4 | $233.2M | VTI, IVV, IEMG, IEFA |
| Q2 2024 | 4 | $238.9M | VTI, IVV, IEMG, IEFA |
| Q1 2024 | 4 | $240.3M | VTI, IVV, IEMG, IEFA |