Wealthfront Advisers LLC
Institutional investor · Portfolio as of Q2 2023
Top Holdings824 positions
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 14.3M | $3.1B | 13.4% | $155.98 | +35.42% | 18 qtrssince 2019-Q1 | Increased 65 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 53M | $2.4B | 10.4% | $34.20 | +22.68% | 18 qtrssince 2019-Q1 | Decreased 0 |
Vanguard International Equity Index Funds FTSE EMR MKT ETF | 40.7M | $1.7B | 7.0% | $35.53 | +4.36% | 18 qtrssince 2019-Q1 | Increased 66 |
VANGUARD TAX-EXEMPT BOND ETF | 31.7M | $1.6B | 6.8% | $44.69 | +1.51% | 18 qtrssince 2019-Q1 | Increased 75 |
SCHWAB INTERNATIONAL EQUITY ETF | 43.6M | $1.6B | 6.6% | $13.93 | +15.99% | 18 qtrssince 2019-Q1 | Increased 63 |
ISHARES INC | 29.2M | $1.4B | 6.1% | $44.84 | +0.61% | 18 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB U.S. BROAD MARKET ETF | 24.4M | $1.3B | 5.3% | $12.87 | +28.86% | 18 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD DIVIDEND APPRECIATION ETF | 6.4M | $1B | 4.4% | $111.53 | +37.51% | 18 qtrssince 2019-Q1 | Increased 65 |
VANGUARD REAL ESTATE ETF | 7.2M | $600.9M | 2.5% | $68.24 | +8.74% | 18 qtrssince 2019-Q1 | Increased 56 |
SCHWAB US DIVIDEND EQUITY ETF | 8.1M | $587.4M | 2.5% | $17.03 | +26.27% | 18 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 5.4M | $578.6M | 2.5% | $96.35 | -2.90% | 18 qtrssince 2019-Q1 | Increased 56 |
VANGUARD EXTENDED MARKET ETF | 3.1M | $463.1M | 2.0% | $119.59 | +19.98% | 18 qtrssince 2019-Q1 | Increased 52 |
STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | 9.6M | $441.1M | 1.9% | $41.70 | +0.24% | 18 qtrssince 2019-Q1 | Decreased 0 |
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 5M | $434.9M | 1.8% | $79.44 | -8.04% | 18 qtrssince 2019-Q1 | Increased 51 |
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 2.9M | $283.3M | 1.2% | $86.81 | +8.12% | 5 qtrssince 2022-Q2 | Increased 50 |
VANGUARD INDEX FDS | 1.4M | $270M | 1.1% | $164.57 | +15.39% | 18 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc. | 1.2M | $235.7M | 1.0% | $94.31 | +102.65% | 18 qtrssince 2019-Q1 | Increased 45 |
Microsoft Corp. | 611,549 | $208.3M | 0.9% | $166.87 | +98.99% | 18 qtrssince 2019-Q1 | Increased 44 |
Vanguard Index Funds S&P 500 ETF SHS | 495,485 | $201.8M | 0.9% | $280.22 | +39.39% | 18 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD MORNINGSTAR LARGE-CAP ETF | 930,020 | $188.5M | 0.8% | $149.53 | +30.13% | 18 qtrssince 2019-Q1 | Decreased 0 |
Wealthfront Advisers LLC manages $23.6B across 824 positions as of Q2 2023. Top holdings: VTI (13.4%), VEA (10.4%), VWO (7.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Active quarter - 41 new positions, 22 exits, 402 increased. Top move: VTEB (INCREASED, conviction 75). Portfolio: $23.6B across 824 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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