West Virginia University Foundation, Inc VTI VANGUARD INDEX FDS

Ownership history in West Virginia University Foundation, Inc  ·  3 quarters on record

AI Ownership Summary

West Virginia University Foundation, Inc reported VANGUARD INDEX FDS (VTI) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 47.08% in 2026 Q1. The latest visible filing shows VTI at 35.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VTI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was West Virginia University Foundation, Inc's position in VANGUARD INDEX FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VTI was reported at 35.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
47.08% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How West Virginia University Foundation, Inc held VTI — position size vs. price
% of Fund (quarterly)    VTI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 1,111,047 +196,163 +21.4% 35.02% $356.4M 2026-08-13 $384.30
2026 Q1 ADDED 914,884 +475,109 +108.0% 47.08% $293.5M 2026-05-13 $363.66
2025 Q4 INITIATED 439,775 44.29% $127.5M 2026-02-24 $337.18

FAQ About West Virginia University Foundation, Inc and VTI

These are the practical questions this page is built to answer before you even open the full history table.

How long has West Virginia University Foundation, Inc reported owning VTI?

West Virginia University Foundation, Inc reported VTI across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported VTI position in West Virginia University Foundation, Inc's portfolio?

The largest reported portfolio weight for VTI was 47.08% in 2026 Q1.

What is the latest reported VTI position on this page?

The most recent filing on this page is 2026 Q2, when West Virginia University Foundation, Inc reported 1,111,047 shares, equal to 35.02% of portfolio, with an estimated market value of $356.4M.

What does the chart on this VTI ownership page compare?

The chart compares West Virginia University Foundation, Inc's quarterly VTI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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