University of Massachusetts Foundation, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), University of Massachusetts Foundation, Inc. reported 4 stock positions worth $178.3 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 37.4% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 26.1%) and iShares Core MSCI Emerging (IEMG, 21.2%). Compared with Q4 2024, it reduced 1. The biggest sale was VG Morningstar TS MKT ETF-US (VTI, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- NEWTON, MA
- CIK
- 0001802874
- Portfolio Value
- $178.3M (Q1 2025)
- SEC Filing
- 0001802874-25-000004 ↗ filed May 13, 2025
Holdings Value
Holdings 4 stocks · $178.3M
Portfolio Sells Q4 2024 → Q1 2025
| VTI VG Morningstar TS MKT ETF-US | Reduce -6.5% | 37.42% | −3.06 |
Portfolio Buys Q4 2024 → Q1 2025
| 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 |