Wealthfront Advisers LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings934 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET VIPERS | 16M | $4.4B | 11.8% | $170.11 | +59.36% | 25 qtrssince 2019-Q1 | Increased 63 |
ISHARES CORE DIVIDEND GROWTH | 16.9M | $3.1B | 8.2% | $54.65 | +10.01% | 10 qtrssince 2022-Q4 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 60.4M | $3.1B | 8.2% | $36.54 | +36.17% | 25 qtrssince 2019-Q1 | Increased 64 |
ISHARES CORE MSCI EMERGING | 39.4M | $2.1B | 5.7% | $45.82 | +14.63% | 25 qtrssince 2019-Q1 | Increased 62 |
SCHWAB INTL EQUITY ETF | 104.8M | $2.1B | 5.6% | $16.30 | +18.32% | 25 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE EMERGING MARKETS | 45.4M | $2.1B | 5.5% | $36.69 | +20.14% | 25 qtrssince 2019-Q1 | Increased 63 |
VANGUARD DIVIDEND APPRECIATION ETF ETF | 7.6M | $1.5B | 4.0% | $126.32 | +50.09% | 25 qtrssince 2019-Q1 | Increased 65 |
ISHARES CORE S&P TOTAL U.S. | 11M | $1.3B | 3.6% | $107.53 | +11.87% | 12 qtrssince 2022-Q2 | Increased 66 |
SCHWAB US BROAD MARKET ETF | 58.4M | $1.3B | 3.4% | $19.83 | +7.18% | 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 IBOXX INVESTMENT GRA | 9.7M | $1.1B | 2.8% | $98.59 | +3.81% | 25 qtrssince 2019-Q1 | Increased 64 |
VANGUARD REAL ESTATE ETF ETF | 8.6M | $775.2M | 2.1% | $71.36 | +22.20% | 25 qtrssince 2019-Q1 | Increased 54 |
SCHWAB STRATEGIC TR | 28.2M | $758.9M | 2.0% | $24.30 | +3.34% | 25 qtrssince 2019-Q1 | Increased 67 |
ISHARES NATIONAL MUNI BOND E | 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% | $127.56 | +34.44% | 25 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 9M | $503.8M | 1.4% | $54.48 | -0.96% | 12 qtrssince 2022-Q2 | Increased 63 |
NVIDIA CORP | 4.1M | $446.4M | 1.2% | $114.12 | -3.92% | 25 qtrssince 2019-Q1 | Increased 52 |
VANGUARD S&P 500 ETF | 762,684 | $392M | 1.1% | $361.15 | +40.20% | 25 qtrssince 2019-Q1 | Increased 52 |
SCHWAB US DVD EQUITY ETF | 13.9M | $389.3M | 1.0% | $23.26 | +15.14% | 25 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SMALL-CAP VIPERS | 1.5M | $322.6M | 0.9% | $180.79 | +21.37% | 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: Concentrated Value. HoldingsIntel Rating: 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