University of Massachusetts Foundation, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), University of Massachusetts Foundation, Inc. reported 4 stock positions worth $185.9 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 40.5% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 26.2%) and iShares Core MSCI Emerging (IEMG, 19.7%). Compared with Q3 2024, it reduced 1. The biggest sale was VG Morningstar TS MKT ETF-US (VTI, shares −37%).
- Most Recent 13F
- Q2 2026
- Location
- NEWTON, MA
- CIK
- 0001802874
- Portfolio Value
- $185.9M (Q4 2024)
- SEC Filing
- 0001493152-25-006088 ↗ filed Feb 12, 2025
Holdings Value
Holdings 4 stocks · $185.9M
Portfolio Sells Q3 2024 → Q4 2024
| VTI VG Morningstar TS MKT ETF-US | Reduce -37.2% | 40.48% | −9.72 |
Portfolio Buys Q3 2024 → Q4 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 |