Wealthfront Advisers LLC
Institutional investor · Portfolio as of Q2 2022
Top Holdings763 positions
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 12.5M | $2.4B | 11.9% | $149.88 | +18.66% | 14 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 52.5M | $2.1B | 10.8% | $34.35 | +4.97% | 14 qtrssince 2019-Q1 | Decreased 0 |
Vanguard International Equity Index Funds FTSE EMR MKT ETF | 46.6M | $1.9B | 9.8% | $35.45 | +3.34% | 14 qtrssince 2019-Q1 | Increased 66 |
VANGUARD TAX-EXEMPT BOND ETF | 30.1M | $1.5B | 7.5% | $44.88 | -1.99% | 14 qtrssince 2019-Q1 | Increased 81 |
SCHWAB INTERNATIONAL EQUITY ETF | 45.5M | $1.4B | 7.2% | $13.89 | +1.36% | 14 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB U.S. BROAD MARKET ETF | 31M | $1.4B | 6.9% | $12.63 | +10.48% | 14 qtrssince 2019-Q1 | Increased 68 |
ISHARES INC | 17.8M | $873.7M | 4.4% | $46.57 | -4.54% | 14 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD DIVIDEND APPRECIATION ETF | 5.9M | $846.4M | 4.3% | $101.80 | +30.36% | 14 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB US DIVIDEND EQUITY ETF | 9.9M | $708.3M | 3.6% | $16.51 | +23.97% | 14 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 4.9M | $538.4M | 2.7% | $96.70 | -5.12% | 14 qtrssince 2019-Q1 | Increased 55 |
VANGUARD REAL ESTATE ETF | 5.8M | $527.9M | 2.7% | $67.30 | +14.81% | 14 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | 9.7M | $444.8M | 2.2% | $43.07 | -5.59% | 14 qtrssince 2019-Q1 | Decreased 0 |
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 4.6M | $395.4M | 2.0% | $80.14 | -14.48% | 14 qtrssince 2019-Q1 | Increased 51 |
VANGUARD EXTENDED MARKET ETF | 3M | $393.1M | 2.0% | $117.71 | +5.77% | 14 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 1.2M | $209.6M | 1.1% | $163.39 | +1.10% | 14 qtrssince 2019-Q1 | Increased 51 |
Vanguard Index Funds S&P 500 ETF SHS | 538,066 | $186.6M | 0.9% | $280.22 | +16.69% | 14 qtrssince 2019-Q1 | Increased 49 |
VANGUARD MORNINGSTAR LARGE-CAP ETF | 1M | $179.8M | 0.9% | $149.53 | +8.82% | 14 qtrssince 2019-Q1 | Increased 44 |
Apple Inc. | 1.3M | $174.4M | 0.9% | $75.96 | +76.29% | 14 qtrssince 2019-Q1 | Increased 44 |
Microsoft Corp. | 664,450 | $170.7M | 0.9% | $159.37 | +55.63% | 14 qtrssince 2019-Q1 | Increased 44 |
VANGUARD ENERGY ETF | 1.2M | $123M | 0.6% | $48.73 | +78.64% | 14 qtrssince 2019-Q1 | Decreased 0 |
Wealthfront Advisers LLC manages $19.9B across 763 positions as of Q2 2022. Top holdings: VTI (11.9%), VEA (10.8%), VWO (9.8%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Active quarter - 43 new positions, 52 exits, 423 increased. Top move: VTEB (INCREASED, conviction 81). Portfolio: $19.9B across 763 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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