2026 Q2 Portfolio Activity
In 2026 Q2, West Virginia University Foundation, Inc maintained a portfolio of 6 distinct positions. The most significant new addition was VANGUARD TAX-MANAGED FDS, now representing 15.42% of the total fund value. They heavily accumulated shares in VANGUARD INDEX FDS, increasing the position by 21.4%.
Position History
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Total Positions
6
Quarter
2026 Q2
Top Holding
VOO (39.6%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-6 of 6
West Virginia University Foundation, Inc Full Holdings List — 2026 Q2
| 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 | 39.64% | 52.92% |
#1
Prev: #1
|
8.5 |
—
|
123,118 | 22.3% |
P
S
|
675,251 | $403,496,235 |
$624.54
+12.5%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | ||
|
VTI
VANGUARD INDEX ...
|
ETF | 35.02% | 47.08% |
#2
Prev: #2
|
8.0 |
—
|
196,163 | 21.4% |
P
S
|
1,111,047 | $356,434,988 |
$334.04
+12.7%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | ||
|
VEA
VANGUARD TAX-MA...
|
ETF | 15.42% | — |
#3
Prev: #—
|
8.5 |
—
|
2,449,723 | — |
NEW
|
2,449,723 | $156,978,250 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 5.76% | — |
#4
Prev: #—
|
6.3 |
—
|
1,084,730 | — |
NEW
|
1,084,730 | $58,629,657 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SHY
ISHARES TR
|
ETF | 2.12% | — |
#5
Prev: #—
|
4.8 |
—
|
261,567 | — |
NEW
|
261,567 | $21,597,588 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VGSH
VANGUARD SCOTTS...
|
ETF | 2.03% | — |
#6
Prev: #—
|
4.3 |
—
|
352,644 | — |
NEW
|
352,644 | $20,643,780 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 |
Showing 1-6 of 6 holdings