Vanderbilt University

CIK: 0001825985SEC EDGAR →

Portfolio Value

$585.7M

Holdings

68

As of

Q4 2025

New Positions

68

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

SPDR SERIES TRUST

973,559$100.9M
17.22%
2

INVESCO EXCHANGE TRADED FD T

467,029$89.5M
15.27%
3

VANGUARD INDEX FDS

856,425$75.8M
12.94%
4

VANECK ETF TRUST

819,795$70.3M
12.00%
5

SPDR SERIES TRUST

362,028$45.7M
7.80%
6

VANECK ETF TRUST

167,510$19.1M
3.25%
7

DANAHER CORPORATION

46,005$10.5M
1.80%
8

INTUIT

13,063$8.7M
1.48%
9

META PLATFORMS INC

13,089$8.6M
1.47%
10

COSTAR GROUP INC

127,260$8.6M
1.46%

Quarterly Changes

Top Buys

XMENEW
$100.9M
RSPNEW
$89.5M
VNQNEW
$75.8M
GDXNEW
$70.3M
XOPNEW
$45.7M

Top Sells

No sells this quarter

New Positions (68)

$100.9M · 974K shares
$89.5M · 467K shares
$75.8M · 856K shares
$70.3M · 820K shares
$45.7M · 362K shares
$19.1M · 168K shares
$10.5M · 46K shares
$8.7M · 13K shares
$8.6M · 13K shares
$8.6M · 127K shares
$8.2M · 44K shares
$8.1M · 64K shares
$7.9M · 10K shares
$7.5M · 16K shares
$7.3M · 42K shares
$6.7M · 21K shares
$6.3M · 18K shares
$5.7M · 25K shares
$5.5M · 10K shares
$5.3M · 28K shares
$4.7M · 129K shares
$4.7M · 64K shares
$4.5M · 61K shares
$3.6M · 137K shares
$3.6M · 55K shares
$3.5M · 57K shares
$3.1M · 33K shares
$2.9M · 104K shares
$2.8M · 18K shares
$2.7M · 11K shares
$2.6M · 9K shares
$2.5M · 90K shares
$2.4M · 13K shares
$2.3M · 12K shares
$2.2M · 50K shares
$2.2M · 17K shares
$2.1M · 44K shares
$2.0M · 25K shares
$1.9M · 15K shares
$1.8M · 31K shares
$1.7M · 20K shares
$1.7M · 12K shares
$1.6M · 26K shares
$1.5M · 84K shares
$1.2M · 17K shares
$1.1M · 4K shares
$1.1M · 31K shares
$1.1M · 36K shares
$952K · 15K shares
$918K · 48K shares
$858K · 36K shares
$802K · 7K shares
$741K · 42K shares
$739K · 23K shares
$626K · 22K shares
$626K · 27K shares
$583K · 6K shares
$555K · 15K shares
$484K · 7K shares
$430K · 12K shares
$367K · 10K shares
$344K · 6K shares
$314K · 3K shares
$306K · 9K shares
$281K · 18K shares
$255K · 5K shares
$229K · 13K shares
$202K · 10K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services10$420.3M71.8%
Real Estate42$90.5M15.4%
Technology4$21.3M3.6%
Communication Services2$15.3M2.6%
Healthcare2$13.6M2.3%
Industrials4$12.5M2.1%
Unknown3$6.5M1.1%
Consumer Cyclical1$5.7M1.0%