Latest Adventist Health System/ West Stock Portfolio
About Adventist Health System/ West and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Adventist Health System/ West reported an equity portfolio of $613.9 Millions as of 30 Sep, 2025.
The top stock holdings of Adventist Health System/ West are VB, VEA, IJR. The fund has invested 48.9% of it's portfolio in VANGUARD INDEX FDS and 11% of portfolio in VANGUARD TAX-MANAGED FDS.
The fund managers got completely rid off ISHARES TR (IJR) and ISHARES INC (EMGF) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB). Adventist Health System/ West opened new stock positions in ISHARES TR (IJR) and ISHARES TR (IBCE).
The top stock holdings of Adventist Health System/ West are VB, VEA, IJR. The fund has invested 48.9% of it's portfolio in VANGUARD INDEX FDS and 11% of portfolio in VANGUARD TAX-MANAGED FDS.
The fund managers got completely rid off ISHARES TR (IJR) and ISHARES INC (EMGF) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB). Adventist Health System/ West opened new stock positions in ISHARES TR (IJR) and ISHARES TR (IBCE).
Adventist Health System/ West Annual Return Estimates Vs S&P 500
- Performance
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 67,052,200 |
| ishares tr | 38,182,300 |
New stocks bought by Adventist Health System/ West
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard index fds | -31.53 |
| vanguard index fds | -26.22 |
Adventist Health System/ West reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares inc | -52,889,900 |
| ishares tr | -127,005,000 |
Adventist Health System/ West got rid off the above stocks
Sector Distribution
- Others
| Sector | % |
|---|---|
| Others | 100 |
Market Cap. Distribution
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 100 |
Stocks belong to which Index?
- Others
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| Top 5 Winners ($) | $ | |
|---|---|---|
| Top 5 Losers (%) | % | |
|---|---|---|
| Top 5 Losers ($) | $ | |
|---|---|---|
Adventist Health System/ West Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Adventist Health System/ West
Last Reported on: 21 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| BNDW | vanguard scottsdale fds | 10.09 | 692,800 | 61,915,500 | unchanged | 0.00 | ||
| EMGF | ishares inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| IBCE | ishares tr | 6.22 | 462,368 | 38,182,300 | new | |||
| IJR | ishares tr | 10.92 | 460,365 | 67,052,200 | new | |||
| IJR | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| VB | vanguard index fds | 48.93 | 490,500 | 300,372,000 | unchanged | 0.00 | ||
| VB | vanguard index fds | 4.63 | 96,768 | 28,429,500 | reduced | -26.22 | ||
| VB | vanguard index fds | 1.85 | 38,149 | 11,353,900 | reduced | -31.53 | ||
| VEA | vanguard tax-managed fds | 11.04 | 1,131,440 | 67,795,900 | unchanged | 0.00 | ||
| VTIP | vanguard malvern fds | 6.32 | 766,010 | 38,783,100 | unchanged | 0.00 | ||