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Home > Institutional Investor > West Virginia University Foundation, Inc > Profile

Instuitional Investor - West Virginia University Foundation, Inc

Fund Profile
Filing Period:
Fund Name: West Virginia University Foundation, Inc
Portfolio Value $1,224,050,369
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 770,596 $529,253,038 43.24%
2.
Vanguard Index Fds
 1,114,202 $412,299,308 33.68%
3.
Vanguard Tax-Managed Fds
 2,462,855 $175,478,419 14.34%
4.
Vanguard Intl Equity Index Funds
 VWO 1,086,021 $64,824,593 5.3%
5.
Ishares Trust
 IEF 261,567 $21,477,266 1.75%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.