☆West Virginia University Foundation, Inc
Quality Q
0.959
AUM ($M)
1,224
Positions
6
Turnover
0.04
Top-10 wt
100%
Herfindahl
0.324
History (qtrs)
7
Excess Return
-16.2%
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Holdings · 6 positions · portfolio value $1,224M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 43.2% | -9.7% | 529.3 | 770,596 | +218,463 | 6 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | ADD | — | 33.7% | -13.4% | 412.3 | 1,114,202 | +199,318 | 6 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | NEW | — | 14.3% | +14.3% | 175.5 | 2,462,855 | +2,462,855 | 1 | +5.1% |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | NEW | — | 5.3% | +5.3% | 64.8 | 1,086,021 | +1,086,021 | 1 | -11.6% |
| ☆SHY funds › | ISHARES TR | NEW | — | 1.8% | +1.8% | 21.5 | 261,567 | +261,567 | 1 | -21.0% |
| ☆VGSH funds › | VANGUARD SCOTTSDALE FDS | NEW | — | 1.7% | +1.7% | 20.7 | 355,975 | +355,975 | 1 | -20.7% |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 1,224 | 6 | 0.23 | 100% | 0.324 | 0.814 | — | in |
| 2026Q1 | 623 | 2 | 0.01 | 100% | 0.502 | 0.950 | — | in |
| 2025Q4 | 528 | 2 | 0.06 | 100% | 0.503 | 0.904 | — | in |
| 2025Q3 | 380 | 2 | 0.03 | 100% | 0.518 | 0.910 | — | in |
| 2025Q2 | 332 | 2 | 0.00 | 100% | 0.510 | 0.930 | — | in |
| 2025Q1 | 293 | 2 | 0.01 | 100% | 0.510 | 0.927 | — | entered |
| 2024Q4 | 288 | 2 | 0.00 | 100% | 0.507 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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