13F Filings History of University of Massachusetts Foundation, Inc.

Latest 13F report
Q2 2025 - 12 Aug 2025
Value $
$0
Signature - Title
Paul Dawley - General Counsel
Location
Newton, MA
Summary
This page shows a list of all the recent 13F filings made by University of Massachusetts Foundation, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. University of Massachusetts Foundation, Inc. reported 4 stock holdings with total value $198,599,194 as of Q2 2025. Top holdings included VTI, IVV, IEMG, and IEFA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 0 $0 $0 $0 $0 13F-HR 03 Feb 2026, 16:29
Q3 2025 0 $0 $0 -$198,599,194 -$198,599,194 13F-HR 13 Nov 2025, 16:11
Q2 2025 4 $198,599,194 +$1,251,734 $0 +$1,251,734 VTI, IVV, IEMG, IEFA 13F-HR 12 Aug 2025, 10:30
Q1 2025 4 $178,331,479 $0 -$4,653,591 -$4,653,591 VTI, IVV, IEMG, IEFA 13F-HR 13 May 2025, 15:48
Q4 2024 4 $185,935,782 $0 -$44,527,568 -$44,527,568 VTI, IVV, IEMG, IEFA 13F-HR 12 Feb 2025, 13:56
Q3 2024 4 $233,162,545 $0 -$19,995,343 -$19,995,343 VTI, IVV, IEMG, IEFA 13F-HR 23 Oct 2024, 16:29
Q2 2024 4 $238,926,971 $0 -$8,406,690 -$8,406,690 VTI, IVV, IEMG, IEFA 13F-HR 07 Aug 2024, 16:15
Q1 2024 4 $240,331,228 $0 -$3,711,654 -$3,711,654 VTI, IVV, IEMG, IEFA 13F-HR 09 May 2024, 16:35
Q4 2023 4 $225,912,148 $0 $0 $0 VTI, IVV, IEMG, IEFA 13F-HR 30 Jan 2024, 14:21
Q3 2023 4 $204,552,958 $0 $0 $0 VTI, IVV, IEMG, IEFA 13F-HR 31 Oct 2023, 09:10
Q2 2023 4 $212,398,166 +$37,816,349 -$6,404,853 +$31,411,496 VTI, IVV, IEMG, IEFA 13F-HR 01 Aug 2023, 13:51
Q1 2023 4 $171,220,445 +$20,416,228 $0 +$20,416,228 VTI, IVV, IEMG, IEFA 13F-HR 10 May 2023, 09:13
Q4 2022 4 $141,485,677 +$667,522 $0 +$667,522 VTI, IVV, IEMG, IEFA Restatement 13 Feb 2023, 13:15
Q3 2022 4 $130,000,000 +$22,425,401 -$128,000 +$22,297,401 VTI, IVV, IEMG, IEFA 13F-HR 09 Nov 2022, 16:17
Q2 2022 5 $116,654,000 +$23,205,170 -$22,340 +$23,182,830 VTI, IVV, IEMG, IEFA, CLOV 13F-HR 11 Aug 2022, 15:04
Q1 2022 5 $110,017,000 +$92,711 -$2,711,287 -$2,618,576 IVV, IEMG, VTI, IEFA, CLOV 13F-HR 10 May 2022, 12:37
Q4 2021 5 $119,885,000 +$1,366,833 $0 +$1,366,833 IVV, IEMG, VTI, IEFA, CLOV 13F-HR 11 Feb 2022, 14:17
Q3 2021 5 $113,907,000 +$729,335 $0 +$729,335 IVV, IEMG, VTI, IEFA, CLOV 13F-HR 12 Nov 2021, 09:11
Q2 2021 4 $116,301,000 +$37,635,000 -$377,000 +$37,258,000 IEMG, IVV, VTI, IEFA 13F-HR 11 Aug 2021, 15:52
Q1 2021 4 $75,312,000 +$377,000 -$27,959,853 -$27,582,853 IEMG, IEFA, VTI, PLTR 13F-HR 10 May 2021, 09:49
Q4 2020 3 $98,472,000 $0 -$18,073,029 -$18,073,029 IEFA, IEMG, VTI 13F-HR 10 Feb 2021, 14:48
Q3 2020 4 $102,907,000 $0 -$17,520,432 -$17,520,432 IEFA, IEMG, VTI, IJR 13F-HR 12 Nov 2020, 10:24
Q2 2020 4 $112,120,000 $0 -$110,434,316 -$110,434,316 IEFA, VTI, IEMG, IJR 13F-HR 13 Aug 2020, 08:57
Q1 2020 6 $196,332,000 +$81,994,418 $0 +$81,994,418 VTI, IEFA, SHY, IEMG, IGSB 13F-HR 12 May 2020, 12:17
Q4 2019 4 $149,945,000 $0 $0 $0 VTI, IEFA, IJR, IEMG 13F-HR 12 Feb 2020, 10:15