West Virginia University Foundation, Inc

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), West Virginia University Foundation, Inc reported 6 stock positions worth $1.2 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 43.2% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 33.7%) and Vanguard Ftse Developed ETF (VEA, 14.3%). Compared with Q1 2026, it added to 3 and reduced 2. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +1%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −45%).

Most Recent 13F
Q2 2026
Location
MORGANTOWN, WV
CIK
0002109379
Portfolio Value
$1.2B (Q2 2026)
SEC Filing
0002109379-26-000035 ↗ filed Aug 13, 2026

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q4 2024: $287.8M Q4 2024 Q1 2025: $293.1M Q1 2025 Q2 2025: $331.5M Q2 2025 Q3 2025: $380.2M Q3 2025 Q4 2025: $528.0M Q4 2025 Q1 2026: $1.6B Q1 2026 Q2 2026: $1.2B $1.2B Q2 2026

Holdings 6 stocks · $1.2B

VOO Vanguard S&P 500 ETF 43.24% 770,596 $529.3M Reduce -37.2%
VTI VG Morningstar TS MKT ETF-US 33.68% 1,114,202 $412.3M Reduce -45.0%
VEA Vanguard Ftse Developed ETF 14.34% 2,462,855 $175.5M Add +0.5%
VWO Vanguard Ftse Emerging Marke 5.30% 1,086,021 $64.8M Add +0.1%
SHY iShares 1-3 Year Treasury Bo 1.75% 261,567 $21.5M No change
VGSH Vanguard Short-Term Treasury 1.69% 355,975 $20.7M Add +0.9%

Portfolio Sells Q1 2026 → Q2 2026

VTI VG Morningstar TS MKT ETF-US Reduce -45.0% 33.68% −5.92
VOO Vanguard S&P 500 ETF Reduce -37.2% 43.24% −1.45

Portfolio Buys Q1 2026 → Q2 2026

VEA Vanguard Ftse Developed ETF Add +0.5% 14.34% +4.77
VWO Vanguard Ftse Emerging Marke Add +0.1% 5.30% +1.72
VGSH Vanguard Short-Term Treasury Add +0.9% 1.69% +0.43

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 6$1.2BVOO, VTI, VEA, VWO, SHY
Q1 2026Amended 6$1.6BVOO, VTI, VEA, VWO, SHY
Q4 2025 2$528.0MVOO, VTI
Q3 2025 2$380.2MVOO, VTI
Q2 2025 2$331.5MVOO, VTI
Q1 2025 2$293.1MVOO, VTI
Q4 2024 2$287.8MVOO, VTI