Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
University of Massachusetts Foundation, Inc. (CIK 1802874) reported $198.6M across 4 reported positions in its SEC 13F filing for 2025-06-30. Largest positions: VTI ($73.8M, 37.15%), IVV ($52.7M, 26.55%), IEMG ($42.1M, 21.19%), IEFA ($30.0M, 15.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $73.8M | 37.15% | 242,779 | Hold |
| 2 | IVV | ISHARES TR | $52.7M | 26.55% | 84,914 | Added |
| 3 | IEMG | ISHARES INC | $42.1M | 21.19% | 700,928 | Hold |
| 4 | IEFA | ISHARES TR | $30.0M | 15.11% | 359,506 | Hold |
Source: SEC Form 13F filings · as of 2025-06-30