Jim Bethea

West Virginia University Foundation, Inc

Assets Managed

$623.431M

Holdings

Last Quarter

2026 - Q1

Filed Date

29d ago

Growth Rate

18.09%(2Q avg: 28.47%)

Sustained Growth

5 quarters

Portfolio positions

This chart displays the top 10 holdings in West Virginia University Foundation, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 2 positions.

Assets under management

The assets under management (AUM) of West Virginia University Foundation, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 623.431M in assets, with a quarterly growth rate of 18.09% and a 2-quarter average growth rate of 28.47%. The portfolio is managed by Jim Bethea, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VOO Vanguard S&p 500 Etf Recent Activity Increased 22.11%	52.93%	$329.927M 552,133 shares@ $597.55 avg price	Increased 22.11%
VTI Vanguard Total Stock Mkt Etf Recent Activity Increased 25.52%	47.08%	$293.504M 914,884 shares@ $320.81 avg price	Increased 25.52%

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