West Virginia University Foundation
MORGANTOWN, WVfiles as West Virginia University Foundation, Inc
$1.2bn in 6 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 7.4% of the portfolio this quarter.
Value
$1.2bn
Stocks
6
Top 10 share
100.0%
Turnover
7.4%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Vanguard Index FDSVOO43.2% of the fund-37%
- Vanguard Index FDSVTI33.7% of the fund-45%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Vanguard Index FDSVOO
- Share
- 43.2%
- Value
- $529m
- Shares
- 770,596
-37%
- Vanguard Index FDSVTI
- Share
- 33.7%
- Value
- $412m
- Shares
- 1,114,202
-45%
- Vanguard Tax-Managed FDSVEA
- Share
- 14.3%
- Value
- $175m
- Shares
- 2,462,855
Held
- Vanguard Intl Equity Index FVWO
- Share
- 5.3%
- Value
- $65m
- Shares
- 1,086,021
Held
- Ishares TRSHY
- Share
- 1.8%
- Value
- $21m
- Shares
- 261,567
Held
- Vanguard Scottsdale FDSVGSH
- Share
- 1.7%
- Value
- $21m
- Shares
- 355,975
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVOO | 43.2% | $529m | 770,596 | -37% |
| Vanguard Index FDSVTI | 33.7% | $412m | 1,114,202 | -45% |
| Vanguard Tax-Managed FDSVEA | 14.3% | $175m | 2,462,855 | Held |
| Vanguard Intl Equity Index FVWO | 5.3% | $65m | 1,086,021 | Held |
| Ishares TRSHY | 1.8% | $21m | 261,567 | Held |
| Vanguard Scottsdale FDSVGSH | 1.7% | $21m | 355,975 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 269.2% since 30 June 2025.
Where the money is
Other100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.