West Virginia University Foundation, Inc — Quarter-over-Quarter 13F Allocation Shifts Q1 2026
In Q1 2026, West Virginia University Foundation, Inc increased allocation to 2 existing positions. The fund's 13F equity book grew from $0.53B to $0.62B (+18.1% QoQ) . All deltas are sourced from sequential SEC Form 13F-HR filings; share-count changes reflect explicit trading activity, while weight changes can also include price movement. This page lists every position change reported — the portfolio overview shows a summary of the top shifts.
Net Portfolio Value Change
- $0.53BPrior quarter
- $0.62BCurrent quarter
- + $0.10BNet delta
- +18.1%% change
Largest Allocation Increases Q1 2026
Largest portfolio-weight increases in existing positions. Share-count delta is shown separately so price-only re-weighting can be distinguished from active adds.
| Company | Ticker | Δ Weight | Δ Shares | History |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | +0.79% | +25.51% | History → |
| VANGUARD INDEX FDS | VOO | +-0.79% | +22.11% | History → |
Methodology & FAQ
How West Virginia University Foundation, Inc Quarterly Changes Are Computed
Each row above is computed by joining the most recent 13F-HR filing for West Virginia University Foundation, Inc against the immediately preceding quarterly filing for the same fund. Portfolio weights are normalized to exclude listed options for comparability. A complete description of the methodology — including how confidential treatment filings are handled and why share count rather than weight is the cleaner trading signal — is documented in the Methodology.
Which positions did West Virginia University Foundation, Inc initiate in Q1 2026?
West Virginia University Foundation, Inc established no new positions in Q1 2026.
Which existing positions saw the largest allocation increases for West Virginia University Foundation, Inc in Q1 2026?
The largest portfolio-weight increases in existing positions were: VANGUARD INDEX FDS (VTI, +0.79% weight, +25.51% shares), VANGUARD INDEX FDS (VOO, +-0.79% weight, +22.11% shares).
Which positions did West Virginia University Foundation, Inc fully exit in Q1 2026?
West Virginia University Foundation, Inc fully exited no positions in Q1 2026.
Which existing positions saw the largest allocation reductions for West Virginia University Foundation, Inc in Q1 2026?
West Virginia University Foundation, Inc reported no material allocation reductions in existing positions in Q1 2026.
Do quarter-over-quarter 13F allocation changes constitute explicit trading signals?
No. Quarter-over-quarter changes reflect a combination of active trading and market price movement. A weight increase can result from price appreciation alone, without the manager adding shares. Share-count delta is the cleaner indicator of explicit trading activity.