Wealthfront Advisers LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings871 positions
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 15M | $4B | 13.5% | $161.25 | +61.49% | 22 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 54M | $2.7B | 9.0% | $34.81 | +33.56% | 22 qtrssince 2019-Q1 | Decreased 0 |
ISHARES INC | 37.1M | $2B | 6.7% | $45.38 | +12.12% | 22 qtrssince 2019-Q1 | Increased 64 |
SCHWAB INTERNATIONAL EQUITY ETF | 49.9M | $1.9B | 6.5% | $14.45 | +25.60% | 22 qtrssince 2019-Q1 | Increased 68 |
Vanguard International Equity Index Funds FTSE EMR MKT ETF | 40.8M | $1.8B | 6.0% | $35.67 | +15.71% | 22 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TAX-EXEMPT BOND ETF | 30M | $1.5B | 5.1% | $45.43 | +2.69% | 22 qtrssince 2019-Q1 | Increased 66 |
SCHWAB U.S. BROAD MARKET ETF | 21.2M | $1.3B | 4.5% | $12.87 | +58.95% | 22 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD DIVIDEND APPRECIATION ETF | 6.7M | $1.2B | 4.1% | $117.19 | +49.98% | 22 qtrssince 2019-Q1 | Decreased 0 |
ISHARES NATIONAL MUNI BOND ETF | 9.3M | $991.1M | 3.3% | $94.76 | +5.05% | 22 qtrssince 2019-Q1 | Increased 59 |
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 6.9M | $822.6M | 2.8% | $97.73 | +18.32% | 9 qtrssince 2022-Q2 | Increased 71 |
VANGUARD REAL ESTATE ETF | 8.3M | $699M | 2.4% | $69.35 | +11.94% | 22 qtrssince 2019-Q1 | Increased 57 |
ISHARES TR | 6.1M | $653.9M | 2.2% | $96.31 | +0.54% | 22 qtrssince 2019-Q1 | Increased 55 |
ISHARES CORE DIVIDEND GROWTH ETF | 9.5M | $546.8M | 1.8% | $49.70 | +10.44% | 7 qtrssince 2022-Q4 | Increased 61 |
VANGUARD EXTENDED MARKET ETF | 3.2M | $537M | 1.8% | $122.10 | +35.07% | 22 qtrssince 2019-Q1 | Decreased 0 |
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 5.7M | $502.5M | 1.7% | $79.14 | -0.79% | 22 qtrssince 2019-Q1 | Increased 50 |
NVIDIA Corp. | 3.8M | $467.9M | 1.6% | $19.49 | +532.22% | 22 qtrssince 2019-Q1 | Increased 80 |
SCHWAB US DIVIDEND EQUITY ETF | 5M | $385.9M | 1.3% | $17.03 | +40.37% | 22 qtrssince 2019-Q1 | Decreased 0 |
Vanguard Index Funds S&P 500 ETF SHS | 603,206 | $301.7M | 1.0% | $314.09 | +54.97% | 22 qtrssince 2019-Q1 | Increased 53 |
VANGUARD INDEX FDS | 1.4M | $300.8M | 1.0% | $170.82 | +23.82% | 22 qtrssince 2019-Q1 | Increased 52 |
Microsoft Corp. | 648,887 | $290M | 1.0% | $181.65 | +141.78% | 22 qtrssince 2019-Q1 | Decreased 0 |
Wealthfront Advisers LLC manages $29.7B across 871 positions as of Q2 2024. Top holdings: VTI (13.5%), VEA (9.0%), IEMG (6.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Active quarter - 35 new positions, 30 exits, 492 increased. Top move: NVDA (INCREASED, conviction 80). Portfolio: $29.7B across 871 positions.
Top holdings by portfolio weight
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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