Vanderbilt University
SEC Form 13F institutional filer · CIK 0001825985
13F-HR · 32 reported holdings · 2026-03-31
Reported long-US-equity value
$0.20B
Top-10 concentration
77.4%
Vanderbilt University — $205M AUM allocation strategy
Vanderbilt University files SEC Form 13F and reports $205M of long US equity value across 32 reported holdings for 2026-03-31.
Its largest sector bet is Financials 51.9%, followed by Real Estate 26.4% and Communication Services 4.2%.
The top 10 holdings account for 77% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Vanderbilt University — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$205M
total across 32 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
77% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$INVH +11.1K sh · −$29.1K+$DOC +9.42K sh · +$161K+$BXP +7K sh · +$252K
Biggest trims (shares)
−$CSGP −53.5K sh · −$5.58M−$HST −31K sh · −$535K−$VICI −29.8K sh · −$886K
Exited to nil (held last quarter, gone now)
$INTU ($8.65M last qtr)$GOOG ($6.7M last qtr)$MAA ($1.69M last qtr)$FRT ($584K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks43.9%—
- Data Center REITs6.8%—
- Health Care REITs5.6%—
- Financial Exchanges & Data5.5%—
- Interactive Media & Services4.2%—
- Systems Software4.0%—
- Industrial REITs3.9%—
- Telecom Tower REITs3.5%—
- Other holdings22.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $IVZ | Invesco Ltd | 469K | $90M | +1.99K | 43.9% |
| $EQIX | Equinix Inc. Common Stock REIT | 10.8K | $10.6M | +535 | 5.2% |
| $WELL | Welltower Inc | 45.9K | $9.08M | +1.77K | 4.4% |
| $META | Meta Platforms Inc | 15.2K | $8.69M | +2.1K | 4.2% |
| $MSFT | Microsoft Corporation | 22.2K | $8.2M | +6.64K | 4.0% |
| $PLD | Prologis Inc | 60.7K | $8.03M | -2.82K | 3.9% |
| $AMT | American Tower Corporation | 42.3K | $7.3M | +740 | 3.6% |
| $DHR | Danaher Corporation | 31.8K | $6.02M | -14.2K | 2.9% |
| $SPG | Simon Property Group Inc | 28.9K | $5.39M | +420 | 2.6% |
| $SPGI | S&P Global Inc | 12.5K | $5.33M | — | 2.6% |
…and 22 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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