University of Massachusetts Foundation, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 23, 2024), University of Massachusetts Foundation, Inc. reported 4 stock positions worth $233.2 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 50.2% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 20.5%) and iShares Core MSCI Emerging (IEMG, 17.3%). Compared with Q2 2024, it reduced 1. The biggest sale was VG Morningstar TS MKT ETF-US (VTI, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- NEWTON, MA
- CIK
- 0001802874
- Portfolio Value
- $233.2M (Q3 2024)
- SEC Filing
- 0001493152-24-042242 ↗ filed Oct 23, 2024
Holdings Value
Holdings 4 stocks · $233.2M
Portfolio Sells Q2 2024 → Q3 2024
| VTI VG Morningstar TS MKT ETF-US | Reduce -14.6% | 50.20% | −4.18 |
Portfolio Buys Q2 2024 → Q3 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 |