2026 Q1 Portfolio Activity
In 2026 Q1, West Virginia University Foundation, Inc maintained a portfolio of 2 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing the position by 108.0%.
Position History
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Total Positions
2
Quarter
2026 Q1
Top Holding
VOO (52.9%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-2 of 2
West Virginia University Foundation, Inc Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 52.92% | 55.71% |
#1
Prev: #1
|
9.0 |
—
|
254,592 | 85.6% |
P
S
|
552,133 | $329,927,074 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 47.08% | 44.29% |
#2
Prev: #2
|
8.5 |
—
|
475,109 | 108.0% |
P
S
|
914,884 | $293,503,936 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 |
Showing 1-2 of 2 holdings