Institutional Manager · CIK 0002109379
West Virginia University Foundation, Inc
MORGANTOWN, WV · File #028-26699
Latest AUM
$331.5M
Positions
2
Top-10 Concentration
100.0%
Filings
5
Portfolio Value Over Time
2025-12
2025-12
2025-12
2025-12
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | VANGUARD INDEX FDS | 922908363 | -36,898 | -$21.0M | -$16.4M |
| REDUCE | VANGUARD INDEX FDS | 922908769 | 0 | $0 | -$11.4M |
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20252 pos · $331.5M
- 13F HOLDINGS REPORTQ/E Dec 20252 pos · $380.2M
- 13F HOLDINGS REPORTQ/E Dec 20252 pos · $293.1M
- 13F HOLDINGS REPORTQ/E Dec 20252 pos · $528.0M
- 13F HOLDINGS REPORTQ/E Dec 20252 pos · $287.8M
Top 2 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 332,380 | $188.8M | 56.95% |
| 2 | VANGUARD INDEX FDS | 922908769 | 469,601 | $142.7M | 43.05% |