Wealthfront Advisers LLC
Institutional investor · Portfolio as of Q2 2022
Top Holdings763 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET VIPERS | 12.5M | $2.4B | 11.9% | $151.24 | +19.63% | 14 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 52.5M | $2.1B | 10.8% | $34.71 | +5.45% | 14 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE EMERGING MARKETS | 46.6M | $1.9B | 9.8% | $35.66 | +3.48% | 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 INTL EQUITY ETF | 45.5M | $1.4B | 7.2% | $13.89 | +1.36% | 14 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB US BROAD MARKET ETF | 31M | $1.4B | 6.9% | $14.72 | -3.88% | 14 qtrssince 2019-Q1 | Increased 68 |
ISHARES CORE MSCI EMERGING | 17.8M | $873.7M | 4.4% | $46.57 | -4.54% | 14 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD DIVIDEND APPRECIATION ETF ETF | 5.9M | $846.4M | 4.3% | $102.84 | +30.97% | 14 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB US DVD EQUITY ETF | 9.9M | $708.3M | 3.6% | $16.96 | +23.99% | 14 qtrssince 2019-Q1 | Decreased 0 |
ISHARES IBOXX INVESTMENT GRA | 4.9M | $538.4M | 2.7% | $97.53 | -5.12% | 14 qtrssince 2019-Q1 | Increased 55 |
VANGUARD REAL ESTATE ETF ETF | 5.8M | $527.9M | 2.7% | $68.61 | +15.04% | 14 qtrssince 2019-Q1 | Decreased 0 |
SPDR NUVEEN ICE MUNI BD ETF | 9.7M | $444.8M | 2.2% | $43.07 | -5.59% | 14 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 4.6M | $395.4M | 2.0% | $80.85 | -14.48% | 14 qtrssince 2019-Q1 | Increased 51 |
VANGUARD EXTENDED MARKET ETF | 3M | $393.1M | 2.0% | $118.39 | +7.15% | 14 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SMALL-CAP VIPERS | 1.2M | $209.6M | 1.1% | $165.10 | +2.05% | 14 qtrssince 2019-Q1 | Increased 51 |
VANGUARD S&P 500 ETF | 538,066 | $186.6M | 0.9% | $284.69 | +16.78% | 14 qtrssince 2019-Q1 | Increased 49 |
VANGUARD LARGE-CAP ETF | 1M | $179.8M | 0.9% | $151.63 | +9.19% | 14 qtrssince 2019-Q1 | Increased 44 |
APPLE INC | 1.3M | $174.4M | 0.9% | $111.10 | +20.53% | 14 qtrssince 2019-Q1 | Increased 44 |
MICROSOFT CORP | 664,450 | $170.7M | 0.9% | $160.94 | +57.16% | 14 qtrssince 2019-Q1 | Increased 44 |
VANGUARD ENERGY ETF | 1.2M | $123M | 0.6% | $49.19 | +83.40% | 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: Concentrated Value. HoldingsIntel Rating: 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
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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