Wealthfront Advisers LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings934 positions
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 16M | $4.4B | 11.8% | $168.66 | +60.18% | 25 qtrssince 2019-Q1 | Increased 63 |
ISHARES CORE DIVIDEND GROWTH ETF | 16.9M | $3.1B | 8.2% | $54.02 | +10.87% | 10 qtrssince 2022-Q4 | Decreased 0 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 60.4M | $3.1B | 8.2% | $36.14 | +35.27% | 25 qtrssince 2019-Q1 | Increased 64 |
ISHARES INC | 39.4M | $2.1B | 5.7% | $45.82 | +14.63% | 25 qtrssince 2019-Q1 | Increased 62 |
SCHWAB INTERNATIONAL EQUITY ETF | 104.8M | $2.1B | 5.6% | $14.58 | +30.22% | 25 qtrssince 2019-Q1 | Decreased 0 |
Vanguard International Equity Index Funds FTSE EMR MKT ETF | 45.4M | $2.1B | 5.5% | $36.49 | +20.29% | 25 qtrssince 2019-Q1 | Increased 63 |
VANGUARD DIVIDEND APPRECIATION ETF | 7.6M | $1.5B | 4.0% | $125.41 | +50.96% | 25 qtrssince 2019-Q1 | Increased 65 |
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 11M | $1.3B | 3.6% | $107.13 | +12.01% | 12 qtrssince 2022-Q2 | Increased 66 |
SCHWAB U.S. BROAD MARKET ETF | 58.4M | $1.3B | 3.4% | $12.87 | +64.87% | 25 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TAX-EXEMPT BOND ETF | 22.9M | $1.1B | 3.1% | $45.56 | +3.83% | 25 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 9.7M | $1.1B | 2.8% | $97.75 | +3.81% | 25 qtrssince 2019-Q1 | Increased 64 |
VANGUARD REAL ESTATE ETF | 8.6M | $775.2M | 2.1% | $70.14 | +23.06% | 25 qtrssince 2019-Q1 | Increased 54 |
SCHWAB US TIPS ETF | 28.2M | $758.9M | 2.0% | $24.15 | +3.44% | 25 qtrssince 2019-Q1 | Increased 67 |
ISHARES NATIONAL MUNI BOND ETF | 6.7M | $707.8M | 1.9% | $95.10 | +5.96% | 25 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD EXTENDED MARKET ETF | 3.1M | $541.6M | 1.5% | $126.88 | +33.86% | 25 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CALIFORNIA MUNI BOND ETF | 9M | $503.8M | 1.4% | $54.48 | -0.96% | 12 qtrssince 2022-Q2 | Increased 63 |
NVIDIA Corp. | 4.1M | $446.4M | 1.2% | $27.47 | +293.56% | 25 qtrssince 2019-Q1 | Increased 52 |
Vanguard Index Funds S&P 500 ETF SHS | 762,684 | $392M | 1.1% | $356.81 | +41.55% | 25 qtrssince 2019-Q1 | Increased 52 |
SCHWAB US DIVIDEND EQUITY ETF | 13.9M | $389.3M | 1.0% | $17.03 | +55.59% | 25 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 1.5M | $322.6M | 0.9% | $178.96 | +21.49% | 25 qtrssince 2019-Q1 | Decreased 0 |
Wealthfront Advisers LLC manages $37.3B across 934 positions as of Q1 2025. Top holdings: VTI (11.8%), DGRO (8.2%), VEA (8.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Active quarter - 37 new positions, 15 exits, 590 increased. Top move: SCHP (INCREASED, conviction 67). Portfolio: $37.3B across 934 positions.
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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