Wealthfront Advisers LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings480 positions
VANGUARD FTSE DEVELOPED MARKETS ETF | 36.1M | $1.5B | 13.7% | $32.74 | 0.00% | 1 qtr | First report 0 |
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 8.7M | $1.3B | 11.7% | $129.59 | 0.00% | 1 qtr | First report 0 |
Vanguard International Equity Index Funds FTSE EMR MKT ETF | 27.9M | $1.2B | 11.0% | $34.17 | 0.00% | 1 qtr | First report 0 |
SCHWAB INTERNATIONAL EQUITY ETF | 26.7M | $834.5M | 7.7% | $12.63 | 0.00% | 1 qtr | First report 0 |
VANGUARD TAX-EXEMPT BOND ETF | 15.2M | $794.2M | 7.4% | $43.14 | 0.00% | 1 qtr | First report 0 |
SCHWAB U.S. BROAD MARKET ETF | 10M | $678.3M | 6.3% | $10.16 | 0.00% | 1 qtr | First report 0 |
ISHARES INC | 12.1M | $627.3M | 5.8% | $42.41 | 0.00% | 1 qtr | First report 0 |
VANGUARD DIVIDEND APPRECIATION ETF | 5.5M | $604.4M | 5.6% | $95.59 | 0.00% | 1 qtr | First report 0 |
VANGUARD REAL ESTATE ETF | 4.1M | $358.3M | 3.3% | $66.04 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 2.7M | $325.4M | 3.0% | $90.80 | 0.00% | 1 qtr | First report 0 |
SCHWAB US DIVIDEND EQUITY ETF | 6M | $311.4M | 2.9% | $13.39 | 0.00% | 1 qtr | First report 0 |
STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | 5.8M | $287.4M | 2.7% | $41.05 | 0.00% | 1 qtr | First report 0 |
VANGUARD EXTENDED MARKET ETF | 2.4M | $282.4M | 2.6% | $105.53 | 0.00% | 1 qtr | First report 0 |
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 1.9M | $207.9M | 1.9% | $77.14 | 0.00% | 1 qtr | First report 0 |
VANGUARD INDEX FDS | 723,549 | $110.6M | 1.0% | $137.15 | 0.00% | 1 qtr | First report 0 |
SELECT SECTOR SPDR TR | 1.6M | $104.2M | 1.0% | $23.76 | 0.00% | 1 qtr | First report 0 |
Vanguard Index Funds S&P 500 ETF SHS | 275,475 | $71.5M | 0.7% | $231.74 | 0.00% | 1 qtr | First report 0 |
VANGUARD ENERGY ETF | 746,198 | $66.7M | 0.6% | $68.13 | 0.00% | 1 qtr | First report 0 |
VANGUARD MORNINGSTAR LARGE-CAP ETF | 445,488 | $57.8M | 0.5% | $116.35 | 0.00% | 1 qtr | First report 0 |
Microsoft Corp. | 373,480 | $44M | 0.4% | $110.12 | 0.00% | 1 qtr | First report 0 |
Wealthfront Advisers LLC manages $10.8B across 480 positions as of Q1 2019. Top holdings: VEA (13.7%), VTI (11.7%), VWO (11.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
First quarter we have for this fund: 480 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $10.8B across 480 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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