Wealthfront Advisers LLC
Institutional investor · Portfolio as of Q1 2021
Top Holdings552 positions
VANGUARD TAX-MANAGED INTL FD | 59.4M | $2.9B | 15.6% | $33.73 | +23.37% | 9 qtrssince 2019-Q1 | Increased 68 |
VANGUARD INDEX FDS | 10.6M | $2.2B | 11.8% | $136.91 | +39.96% | 9 qtrssince 2019-Q1 | Increased 64 |
VANGUARD FTSE EMERGING MARKE | 41.2M | $2.1B | 11.5% | $34.38 | +28.62% | 9 qtrssince 2019-Q1 | Increased 62 |
VANGUARD MUN BD FDS | 27.9M | $1.5B | 8.2% | $44.85 | +5.17% | 9 qtrssince 2019-Q1 | Increased 73 |
SCHWAB STRATEGIC TR | 33.8M | $1.3B | 6.8% | $12.63 | +26.60% | 9 qtrssince 2019-Q1 | Increased 66 |
SCHWAB STRATEGIC TR | 10.3M | $997.2M | 5.3% | $10.72 | +39.97% | 9 qtrssince 2019-Q1 | Increased 70 |
ISHARES INC | 14.4M | $926M | 5.0% | $42.90 | +29.27% | 9 qtrssince 2019-Q1 | Increased 71 |
VANGUARD SPECIALIZED FUNDS | 6M | $886.8M | 4.7% | $98.89 | +34.46% | 9 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 8.1M | $591.7M | 3.2% | $14.70 | +36.23% | 9 qtrssince 2019-Q1 | Increased 70 |
VANGUARD INDEX FDS | 3.2M | $571.6M | 3.1% | $113.04 | +47.05% | 9 qtrssince 2019-Q1 | Increased 59 |
VANGUARD INDEX FDS | 5.7M | $521.1M | 2.8% | $66.45 | +13.26% | 9 qtrssince 2019-Q1 | Increased 56 |
ISHARES IBOXX INVESTMENT GRA | 3.8M | $497.9M | 2.7% | $94.20 | +11.77% | 9 qtrssince 2019-Q1 | Increased 56 |
ISHARES JP MORGAN USD EMERGI | 3.6M | $387.3M | 2.1% | $79.62 | +4.41% | 9 qtrssince 2019-Q1 | Increased 60 |
SPDR SERIES TRUST | 6.6M | $341.6M | 1.8% | $41.77 | +7.40% | 9 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 912,643 | $195.4M | 1.0% | $148.76 | +32.86% | 9 qtrssince 2019-Q1 | Increased 57 |
VANGUARD INDEX FDS | 354,830 | $129.3M | 0.7% | $229.42 | +47.05% | 9 qtrssince 2019-Q1 | Increased 43 |
MICROSOFT CORP | 534,383 | $126M | 0.7% | $129.60 | +73.86% | 9 qtrssince 2019-Q1 | Increased 46 |
APPLE INC | 1M | $122.3M | 0.7% | $53.50 | +121.99% | 9 qtrssince 2019-Q1 | Increased 42 |
VANGUARD WORLD FDS | 1.7M | $118.5M | 0.6% | $48.73 | +16.06% | 9 qtrssince 2019-Q1 | Decreased 0 |
ENERGY SELECT SECTOR SPDR | 2.4M | $115.5M | 0.6% | $17.17 | +17.23% | 9 qtrssince 2019-Q1 | Decreased 0 |
Wealthfront Advisers LLC manages $18.7B across 552 positions as of Q1 2021. Top holdings: VEA (15.6%), VTI (11.8%), VWO (11.5%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4.5/5.0.
Active quarter - 35 new positions, 8 exits, 418 increased. Top move: VTEB (INCREASED, conviction 73). Portfolio: $18.7B across 552 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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
Verify source filings on SEC EDGAR