Wealthfront Advisers LLC
Institutional investor · Portfolio as of Q2 2020
Top Holdings501 positions
VANGUARD FTSE DEVELOPED MARKETS ETF | 51.1M | $2B | 15.4% | $32.65 | -1.20% | 6 qtrssince 2019-Q1 | Increased 100 |
Vanguard International Equity Index Funds FTSE EMR MKT ETF | 39.3M | $1.6B | 12.1% | $33.79 | -2.09% | 6 qtrssince 2019-Q1 | Increased 94 |
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 9.7M | $1.5B | 11.8% | $132.50 | +8.27% | 6 qtrssince 2019-Q1 | Increased 70 |
VANGUARD TAX-EXEMPT BOND ETF | 18.1M | $977.7M | 7.6% | $43.58 | +5.71% | 6 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB INTERNATIONAL EQUITY ETF | 27.4M | $816.6M | 6.3% | $12.16 | +3.22% | 6 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD DIVIDEND APPRECIATION ETF | 5.9M | $695.2M | 5.4% | $97.76 | +7.00% | 6 qtrssince 2019-Q1 | Increased 73 |
SCHWAB U.S. BROAD MARKET ETF | 9M | $659.5M | 5.1% | $10.12 | +11.21% | 6 qtrssince 2019-Q1 | Decreased 0 |
ISHARES INC | 10.9M | $520.1M | 4.0% | $39.61 | +3.32% | 6 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 3.4M | $459.3M | 3.6% | $92.58 | +15.41% | 6 qtrssince 2019-Q1 | Increased 59 |
STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | 7.4M | $380.2M | 2.9% | $41.77 | +5.75% | 6 qtrssince 2019-Q1 | Increased 67 |
VANGUARD REAL ESTATE ETF | 4.8M | $378.6M | 2.9% | $66.05 | -5.41% | 6 qtrssince 2019-Q1 | Increased 56 |
VANGUARD EXTENDED MARKET ETF | 2.8M | $329.3M | 2.6% | $106.33 | +3.39% | 6 qtrssince 2019-Q1 | Increased 53 |
SCHWAB US DIVIDEND EQUITY ETF | 6.2M | $318.8M | 2.5% | $13.14 | +5.34% | 6 qtrssince 2019-Q1 | Decreased 0 |
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 2.7M | $299.9M | 2.3% | $78.11 | +3.70% | 6 qtrssince 2019-Q1 | Increased 55 |
VANGUARD INDEX FDS | 781,775 | $113.9M | 0.9% | $137.03 | -2.89% | 6 qtrssince 2019-Q1 | Decreased 0 |
Vanguard Index Funds S&P 500 ETF SHS | 385,426 | $109.2M | 0.8% | $228.16 | +13.68% | 6 qtrssince 2019-Q1 | Increased 43 |
Microsoft Corp. | 483,091 | $98.3M | 0.8% | $118.38 | +63.10% | 6 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD MORNINGSTAR LARGE-CAP ETF | 687,385 | $98.3M | 0.8% | $113.06 | +16.09% | 6 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc. | 235,021 | $85.7M | 0.7% | $48.61 | +81.50% | 6 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TOTAL BOND MARKET ETF | 961,172 | $84.9M | 0.7% | $67.56 | +8.21% | 6 qtrssince 2019-Q1 | Increased 50 |
Wealthfront Advisers LLC manages $12.9B across 501 positions as of Q2 2020. Top holdings: VEA (15.4%), VWO (12.1%), VTI (11.8%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Active quarter - 78 new positions, 10 exits, 197 increased. Top move: VEA (INCREASED, conviction 100). Portfolio: $12.9B across 501 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
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