University of Massachusetts Foundation, Inc. 13F Holdings · last filed Q2 2025
University of Massachusetts Foundation, Inc. reported 4 securities worth $198.60M in its SEC 13F filing for Q2 2025 (period ended 2025-06-30). Top holdings: VTI (37.15%), IVV (26.55%), IEMG (21.19%). Among its top 25 positions this quarter: 1 added.
| 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
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR