West Virginia University Foundation, Inc 13F: Quarter-over-Quarter Portfolio Changes
West Virginia University Foundation, Inc reported a disclosed portfolio value of approximately $1.2 billion in its latest SEC Form 13F-HR filing for Q2 2026, up 96.3% quarter on quarter. Over the quarter, the endowment initiated 4 new positions and bought more shares in 2 holdings.
West Virginia University Foundation, Inc's top buy was a new stake in Vanguard Tax-Managed Fds (VEA) , equal to 14.3% of the disclosed portfolio.
New PositionsQ2 2026
Securities disclosed for the first time in Q2 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | 14.3% | History → |
| VANGUARD INTL EQUITY INDEX F | VWO | 5.3% | History → |
| ISHARES TR | SHY | 1.8% | History → |
| VANGUARD SCOTTSDALE FDS | VGSH | 1.7% | History → |
Top BuysQ2 2026
The endowment's top buys among existing positions in Q2 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.
| Company | Ticker | Portfolio Weight Change | More Shares | History |
|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | +-9.7% | +39.6% | History → |
| VANGUARD INDEX FDS | VTI | +-13.4% | +21.8% | History → |
Net Portfolio Value ChangeQ2 2026
- $0.6BPrior quarter
- $1.2BCurrent quarter
- +$0.6BNet delta
- +96.3%% change
Methodology & FAQ
How West Virginia University Foundation, Inc Quarterly Changes Are Computed
All deltas are sourced from sequential SEC Form 13F-HR filings for West Virginia University Foundation, Inc: each row joins the most recent filing against the immediately preceding quarterly filing for the same fund. Share-count changes reflect reported trading activity, while portfolio weights can also move because of market price changes. Portfolio weights are normalized to exclude listed options for comparability. A complete description, including how confidential treatment filings are handled, is documented in the Methodology.
What stocks did West Virginia University Foundation, Inc buy in Q2 2026?
In Q2 2026, West Virginia University Foundation, Inc initiated 4 new positions (VANGUARD TAX-MANAGED FDS (VEA), VANGUARD INTL EQUITY INDEX F (VWO), ISHARES TR (SHY), VANGUARD SCOTTSDALE FDS (VGSH)); bought more shares of VANGUARD INDEX FDS (VOO), VANGUARD INDEX FDS (VTI).
What stocks did West Virginia University Foundation, Inc sell in Q2 2026?
West Virginia University Foundation, Inc reported no full exits or share-count reductions in its Q2 2026 13F filing.
Which positions did West Virginia University Foundation, Inc initiate in Q2 2026?
West Virginia University Foundation, Inc established 4 new positions in Q2 2026: VANGUARD TAX-MANAGED FDS (VEA, 14.3%), VANGUARD INTL EQUITY INDEX F (VWO, 5.3%), ISHARES TR (SHY, 1.8%), VANGUARD SCOTTSDALE FDS (VGSH, 1.7%).
Which existing positions saw the largest allocation increases for West Virginia University Foundation, Inc in Q2 2026?
Of 2 existing positions with share-count increases in Q2 2026, the largest were: VANGUARD INDEX FDS (VOO, +-9.7% weight, +39.6% shares), VANGUARD INDEX FDS (VTI, +-13.4% weight, +21.8% shares).
Which positions did West Virginia University Foundation, Inc fully exit in Q2 2026?
West Virginia University Foundation, Inc fully exited no positions in Q2 2026.
Which existing positions saw the largest allocation reductions for West Virginia University Foundation, Inc in Q2 2026?
West Virginia University Foundation, Inc reported no material allocation reductions in existing positions in Q2 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. All deltas on this page are sourced from sequential SEC Form 13F-HR filings.