Wealthfront Advisers LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings866 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET VIPERS | 15.2M | $4B | 13.8% | $162.65 | +56.32% | 21 qtrssince 2019-Q1 | Increased 65 |
VANGUARD FTSE DEVELOPED ETF | 55.1M | $2.8B | 9.7% | $35.18 | +34.17% | 21 qtrssince 2019-Q1 | Increased 63 |
ISHARES CORE MSCI EMERGING | 35.9M | $1.9B | 6.5% | $45.20 | +7.45% | 21 qtrssince 2019-Q1 | Increased 66 |
SCHWAB INTL EQUITY ETF | 45.7M | $1.8B | 6.2% | $14.11 | +29.42% | 21 qtrssince 2019-Q1 | Increased 63 |
VANGUARD FTSE EMERGING MARKETS | 41.4M | $1.7B | 6.1% | $35.86 | +9.79% | 21 qtrssince 2019-Q1 | Increased 63 |
VANGUARD TAX-EXEMPT BOND ETF | 28.4M | $1.4B | 5.0% | $45.36 | +3.04% | 21 qtrssince 2019-Q1 | Increased 71 |
SCHWAB US BROAD MARKET ETF | 21.9M | $1.3B | 4.7% | $14.67 | +35.75% | 21 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD DIVIDEND APPRECIATION ETF ETF | 6.9M | $1.3B | 4.4% | $118.15 | +49.88% | 21 qtrssince 2019-Q1 | Increased 62 |
ISHARES NATIONAL MUNI BOND E | 9.2M | $985.1M | 3.4% | $94.69 | +5.38% | 21 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD REAL ESTATE ETF ETF | 7.9M | $686.8M | 2.4% | $70.15 | +15.07% | 21 qtrssince 2019-Q1 | Increased 56 |
ISHARES IBOXX INVESTMENT GRA | 6M | $648.5M | 2.3% | $97.12 | +1.07% | 21 qtrssince 2019-Q1 | Increased 57 |
ISHARES CORE S&P TOTAL U.S. | 5.1M | $590.2M | 2.1% | $91.38 | +23.42% | 8 qtrssince 2022-Q2 | Increased 59 |
VANGUARD EXTENDED MARKET ETF | 3.3M | $570.6M | 2.0% | $122.74 | +39.83% | 21 qtrssince 2019-Q1 | Increased 52 |
ISHARES TR | 5.6M | $498.1M | 1.7% | $79.85 | -0.71% | 21 qtrssince 2019-Q1 | Increased 51 |
ISHARES CORE DIVIDEND GROWTH | 7.5M | $435.9M | 1.5% | $48.82 | +14.32% | 6 qtrssince 2022-Q4 | Increased 50 |
SCHWAB US DVD EQUITY ETF | 5.1M | $412.6M | 1.4% | $17.51 | +43.55% | 21 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 365,685 | $330.4M | 1.2% | $20.54 | +339.61% | 21 qtrssince 2019-Q1 | Increased 50 |
VANGUARD SMALL-CAP VIPERS | 1.3M | $298.5M | 1.0% | $170.30 | +30.96% | 21 qtrssince 2019-Q1 | Increased 52 |
MICROSOFT CORP | 653,318 | $274.9M | 1.0% | $183.20 | +126.70% | 21 qtrssince 2019-Q1 | Increased 45 |
VANGUARD S&P 500 ETF | 555,170 | $266.9M | 0.9% | $303.56 | +54.90% | 21 qtrssince 2019-Q1 | Increased 48 |
Wealthfront Advisers LLC manages $28.6B across 866 positions as of Q1 2024. Top holdings: VTI (13.8%), VEA (9.7%), IEMG (6.5%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 4/5.0.
Active quarter - 25 new positions, 21 exits, 538 increased. Top move: VTEB (INCREASED, conviction 71). Portfolio: $28.6B across 866 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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Position Outcomes
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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