Wealthfront Advisers LLC
Institutional investor · Portfolio as of Q2 2019
Top Holdings487 positions
VANGUARD FTSE DEVELOPED MARKETS ETF | 34M | $1.4B | 12.3% | $32.74 | +3.19% | 2 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 8.9M | $1.3B | 11.6% | $129.70 | +4.02% | 2 qtrssince 2019-Q1 | Increased 63 |
Vanguard International Equity Index Funds FTSE EMR MKT ETF | 28M | $1.2B | 10.3% | $34.17 | +0.76% | 2 qtrssince 2019-Q1 | Increased 62 |
SCHWAB INTERNATIONAL EQUITY ETF | 33.2M | $1.1B | 9.2% | $12.79 | +2.64% | 2 qtrssince 2019-Q1 | Increased 76 |
VANGUARD TAX-EXEMPT BOND ETF | 16.5M | $877.7M | 7.6% | $43.22 | +2.18% | 2 qtrssince 2019-Q1 | Increased 67 |
SCHWAB U.S. BROAD MARKET ETF | 10.6M | $747M | 6.5% | $10.19 | +3.85% | 2 qtrssince 2019-Q1 | Increased 65 |
ISHARES INC | 14M | $720M | 6.3% | $42.44 | +0.41% | 2 qtrssince 2019-Q1 | Increased 71 |
VANGUARD DIVIDEND APPRECIATION ETF | 5.6M | $644.5M | 5.6% | $95.67 | +5.38% | 2 qtrssince 2019-Q1 | Increased 62 |
VANGUARD REAL ESTATE ETF | 4.2M | $371.4M | 3.2% | $66.07 | +1.48% | 2 qtrssince 2019-Q1 | Increased 59 |
ISHARES TR | 2.9M | $365.4M | 3.2% | $91.14 | +5.01% | 2 qtrssince 2019-Q1 | Increased 61 |
SCHWAB US DIVIDEND EQUITY ETF | 6.1M | $321.1M | 2.8% | $13.39 | +2.29% | 2 qtrssince 2019-Q1 | Increased 54 |
VANGUARD EXTENDED MARKET ETF | 2.5M | $295.9M | 2.6% | $105.59 | +2.90% | 2 qtrssince 2019-Q1 | Increased 54 |
STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | 5.7M | $286M | 2.5% | $41.05 | +2.29% | 2 qtrssince 2019-Q1 | Decreased 0 |
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 2.1M | $237.1M | 2.1% | $77.45 | +3.80% | 2 qtrssince 2019-Q1 | Increased 58 |
VANGUARD ENERGY ETF | 1.4M | $119.3M | 1.0% | $66.82 | -2.22% | 2 qtrssince 2019-Q1 | Increased 74 |
VANGUARD INDEX FDS | 744,153 | $116.6M | 1.0% | $137.26 | +2.77% | 2 qtrssince 2019-Q1 | Increased 49 |
Vanguard Index Funds S&P 500 ETF SHS | 281,783 | $75.8M | 0.7% | $231.96 | +4.14% | 2 qtrssince 2019-Q1 | Increased 43 |
VANGUARD MORNINGSTAR LARGE-CAP ETF | 439,002 | $59.1M | 0.5% | $116.35 | +4.25% | 2 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 386,829 | $51.8M | 0.5% | $110.66 | +13.46% | 2 qtrssince 2019-Q1 | Increased 36 |
SELECT SECTOR SPDR TR | 798,488 | $50.9M | 0.4% | $23.76 | -2.77% | 2 qtrssince 2019-Q1 | Decreased 0 |
Wealthfront Advisers LLC manages $11.5B across 487 positions as of Q2 2019. Top holdings: VEA (12.3%), VTI (11.6%), VWO (10.3%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Active quarter - 29 new positions, 22 exits, 298 increased. Top move: SCHF (INCREASED, conviction 76). Portfolio: $11.5B across 487 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