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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
+2.3%
1 Year Est. Return
+21.82%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$528M
AUM Growth
+$148M
Cap. Flow
+$138M
Cap. Flow %
26.1%
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
2
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$86.3M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$51.5M

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
$284M 53.71%
452,174
+82,896
+22% +$51.5M
VTI icon
2
Vanguard Morningstar Total Stock Market ETF
VTI
$682B
$244M 46.29%
728,924
+259,323
+55% +$86.3M

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FNFDCM
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West Virginia University Foundation's Q4 2025 Portfolio in Review

As of Q4 2025, West Virginia University Foundation held 2 positions worth $528M, up 39% from $380M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

West Virginia University Foundation deployed $138M of net new capital in Q4 2025, adding to 2 existing holdings.

  • West Virginia University Foundation added most to Vanguard Morningstar Total Stock Market ETF in Q4 2025, an estimated $86.3M increase.
  • West Virginia University Foundation's ten largest holdings make up 100% of its $528M portfolio in Q4 2025.
  • West Virginia University Foundation opened 0 new positions and closed 0 in Q4 2025.
  • West Virginia University Foundation's portfolio value rose 39% quarter-over-quarter to $528M.

Based on West Virginia University Foundation's 13F filing for Q4 2025, filed 24 Feb 2026.