We are live on ! Find out more
WVUF

West Virginia University Foundation Portfolio holdings

AUM $1.22B
1-Year Est. Return 21.82%
This Fund
S&P 500
This Quarter Est. Return
-4.85%
1 Year Est. Return
+21.82%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$293M
AUM Growth
+$5.37M
Cap. Flow
+$20.4M
Cap. Flow %
6.95%
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
2
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$15.3M
2
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$5.1M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$1.02T
$167M 57.12%
325,816
+28,275
+10% +$15.3M
VTI icon
2
Vanguard Morningstar Total Stock Market ETF
VTI
$682B
$126M 42.88%
457,337
+17,562
+4% +$5.1M

Similar funds

TCM
TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
KAM
Kirkoswald Asset Management New York $1.22B AUM
HW
HORAN Wealth Cincinnati, Ohio $1.23B AUM 24.17% 1-Year Est. Return
N
Numerai San Francisco, California $1.22B AUM 20.92% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

West Virginia University Foundation's Q1 2025 Portfolio in Review

As of Q1 2025, West Virginia University Foundation held 2 positions worth $293M, up 1.9% from $288M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

West Virginia University Foundation deployed $20.4M of net new capital in Q1 2025, adding to 2 existing holdings.

  • West Virginia University Foundation added most to Vanguard S&P 500 ETF in Q1 2025, an estimated $15.3M increase.
  • West Virginia University Foundation's ten largest holdings make up 100% of its $293M portfolio in Q1 2025.
  • West Virginia University Foundation opened 0 new positions and closed 0 in Q1 2025.
  • West Virginia University Foundation's portfolio value rose 1.9% quarter-over-quarter to $293M.

Based on West Virginia University Foundation's 13F filing for Q1 2025, filed 24 Feb 2026.