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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
+10.55%
1 Year Est. Return
+21.82%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$332M
AUM Growth
+$38.4M
Cap. Flow
+$6.9M
Cap. Flow %
2.08%
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
+$3.45M
2
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$3.45M

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
$189M 56.95%
332,380
+6,564
+2% +$3.45M
VTI icon
2
Vanguard Morningstar Total Stock Market ETF
VTI
$682B
$143M 43.05%
469,601
+12,264
+3% +$3.45M

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West Virginia University Foundation's Q2 2025 Portfolio in Review

As of Q2 2025, West Virginia University Foundation held 2 positions worth $332M, up 13% from $293M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q2 2025: portfolio turnover was 0%. West Virginia University Foundation opened no new positions and made no exits, leaving the 2-position portfolio largely intact.

  • West Virginia University Foundation added most to Vanguard S&P 500 ETF in Q2 2025, an estimated $3.45M increase.
  • West Virginia University Foundation's ten largest holdings make up 100% of its $332M portfolio in Q2 2025.
  • West Virginia University Foundation opened 0 new positions and closed 0 in Q2 2025.
  • West Virginia University Foundation's portfolio value rose 13% quarter-over-quarter to $332M.

Based on West Virginia University Foundation's 13F filing for Q2 2025, filed 24 Feb 2026.