West Virginia University Foundation’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

West Virginia University Foundation’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$412M	Buy	1,114,202 +3,155	+0.3%	+$1.13M	33.68%	2
2026 Q1	$356M	Buy	1,111,047 +382,123	+52%	+$128M	35.02%	2
2025 Q4	$244M	Buy	728,924 +259,323	+55%	+$86.3M	46.29%	2
2025 Q3	$154M	Hold	469,601	–	–	40.53%	2
2025 Q2	$143M	Buy	469,601 +12,264	+3%	+$3.45M	43.05%	2
2025 Q1	$126M	Buy	457,337 +17,562	+4%	+$5.1M	42.88%	2
2024 Q4	$127M	Buy	+439,775	New	+$128M	44.29%	2

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

West Virginia University Foundation's VTI Position: Q2 2026 in Review

West Virginia University Foundation increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.28% in Q2 2026, buying an estimated $1.13M and bringing the position to 1,114,202 shares worth $412M. The position accounts for 33.68% of the portfolio, ranked #2.

West Virginia University Foundation first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

West Virginia University Foundation held 1,114,202 shares of Vanguard Morningstar Total Stock Market ETF worth $412M as of Q2 2026.
West Virginia University Foundation bought 3,155 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.13M.
Vanguard Morningstar Total Stock Market ETF made up 33.68% of West Virginia University Foundation's portfolio in Q2 2026, its #2 holding.
West Virginia University Foundation first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on West Virginia University Foundation's 13F filing for Q2 2026, filed 13 Aug 2026.