West Virginia University Foundation, Inc — VANGUARD INDEX FDS VTI: Quarterly 13F Position History
West Virginia University Foundation, Inc has reported VANGUARD INDEX FDS (VTI) on 6 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2024. As of Q1 2026, the position is sized at 914,884 shares ($293.5M market value, 47.08% of the equity book). Quarter-over-quarter share count change: + 185,960 (+25.5%) .
- 914,884Shares Held (Latest Filing)
- $293.5MReported Market Value (Latest Filing)
- 47.08%Portfolio Weight (% of 13F Equity Book)
- +185,960Quarter-over-Quarter Share Change
- +$49.1MQuarter-over-Quarter Value Change
- 914,884Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 6 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 914,884 | +185,960 | +25.5% | $293.5M | 47.08% | $320.81 |
| Q4 2025 | 728,924 | +259,323 | +55.2% | $244.4M | 46.29% | $335.27 |
| Q3 2025 | 469,601 | 0 | — | $154.1M | 40.53% | $328.17 |
| Q2 2025 | 469,601 | +12,264 | +2.7% | $142.7M | 43.05% | $303.93 |
| Q1 2025 | 457,337 | +17,562 | +4.0% | $125.7M | 42.88% | $274.84 |
| Q4 2024 | 439,775 | — | — | $127.5M | 44.29% | $289.81 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did West Virginia University Foundation, Inc first disclose a VTI position in 13F-HR filings?
West Virginia University Foundation, Inc first reported VANGUARD INDEX FDS (VTI) on its 13F-HR filing for the period ending 2024-12-31 (Q4 2024). The position has appeared on 6 reported quarters within Pactolio's tracked window.
What was West Virginia University Foundation, Inc's most recent quarter-over-quarter share-count change in VTI?
Between Q4 2025 and Q1 2026, West Virginia University Foundation, Inc added 185,960 shares of VTI (+25.5%), bringing the total reported position to 914,884 shares at a market value of $293.5M.
Does the implied price-per-share represent West Virginia University Foundation, Inc's cost basis in VTI?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.