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VIM

VCU Investment Management Portfolio holdings

AUM $68.6M
This Fund
S&P 500
This Quarter Est. Return
+9.09%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$85.1M
AUM Growth
–
Cap. Flow
+$82.8M
Cap. Flow %
97.21%
Top 10 Hldgs %
100%
Holding
2
New
2
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IAU icon
iShares Gold Trust
IAU
+$59.6M
2
MGK icon
Vanguard Morningstar Mega Cap Growth ETF
MGK
+$23.2M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IAU icon
1
iShares Gold Trust
IAU
$62.8B
$61.8M 72.64%
+761,798
New +$59.6M
MGK icon
2
Vanguard Morningstar Mega Cap Growth ETF
MGK
$31.3B
$23.3M 27.36%
+282,175
New +$23.2M

Similar funds

FWA
Fidelis Wealth Advisors Castle Rock, Colorado $68.7M AUM
AC
Axon Capital New York $69.3M AUM
YEPX
Yorktown Energy Partners X New York $69.5M AUM 143.07% 1-Year Est. Return
RCM
Revelation Capital Management Sausalito, California $67.4M AUM
RC
Rithm Capital New York $67.4M AUM 37.43% 1-Year Est. Return
MA
Mosaic Advisors Houston, Texas $66.8M AUM 23.34% 1-Year Est. Return
CCM
Courage Capital Management Nashville, Tennessee $70.6M AUM 13.29% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

VCU Investment Management's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for VCU Investment Management, which disclosed 2 positions worth $85.1M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is iShares Gold Trust: 761,798 shares worth $61.8M.

  • VCU Investment Management's largest Q4 2025 buy was iShares Gold Trust: 761,798 shares worth $61.8M.
  • VCU Investment Management's ten largest holdings make up 100% of its $85.1M portfolio in Q4 2025.
  • VCU Investment Management disclosed 2 positions in Q4 2025, its first 13F filing on record.

Based on VCU Investment Management's 13F filing for Q4 2025, filed 19 Feb 2026.