Wealthfront Advisers LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings871 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET VIPERS | 15M | $4B | 13.5% | $162.65 | +61.47% | 22 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 54M | $2.7B | 9.0% | $35.18 | +33.40% | 22 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE MSCI EMERGING | 37.1M | $2B | 6.7% | $45.38 | +12.12% | 22 qtrssince 2019-Q1 | Increased 64 |
SCHWAB INTL EQUITY ETF | 49.9M | $1.9B | 6.5% | $14.45 | +25.60% | 22 qtrssince 2019-Q1 | Increased 68 |
VANGUARD FTSE EMERGING MARKETS | 40.8M | $1.8B | 6.0% | $35.86 | +15.45% | 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 US BROAD MARKET ETF | 21.2M | $1.3B | 4.5% | $14.67 | +40.25% | 22 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD DIVIDEND APPRECIATION ETF ETF | 6.7M | $1.2B | 4.1% | $118.15 | +50.57% | 22 qtrssince 2019-Q1 | Decreased 0 |
ISHARES NATIONAL MUNI BOND E | 9.3M | $991.1M | 3.3% | $94.76 | +5.05% | 22 qtrssince 2019-Q1 | Increased 59 |
ISHARES CORE S&P TOTAL U.S. | 6.9M | $822.6M | 2.8% | $97.94 | +18.98% | 9 qtrssince 2022-Q2 | Increased 71 |
VANGUARD REAL ESTATE ETF ETF | 8.3M | $699M | 2.4% | $70.59 | +12.13% | 22 qtrssince 2019-Q1 | Increased 57 |
ISHARES IBOXX INVESTMENT GRA | 6.1M | $653.9M | 2.2% | $97.13 | +0.54% | 22 qtrssince 2019-Q1 | Increased 55 |
ISHARES CORE DIVIDEND GROWTH | 9.5M | $546.8M | 1.8% | $50.25 | +10.77% | 7 qtrssince 2022-Q4 | Increased 61 |
VANGUARD EXTENDED MARKET ETF | 3.2M | $537M | 1.8% | $122.74 | +35.11% | 22 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 5.7M | $502.5M | 1.7% | $79.83 | -0.79% | 22 qtrssince 2019-Q1 | Increased 50 |
NVIDIA CORP | 3.8M | $467.9M | 1.6% | $113.55 | +8.75% | 22 qtrssince 2019-Q1 | Increased 80 |
SCHWAB US DVD EQUITY ETF | 5M | $385.9M | 1.3% | $17.51 | +39.89% | 22 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD S&P 500 ETF | 603,206 | $301.7M | 1.0% | $318.48 | +54.15% | 22 qtrssince 2019-Q1 | Increased 53 |
VANGUARD SMALL-CAP VIPERS | 1.4M | $300.8M | 1.0% | $172.60 | +23.73% | 22 qtrssince 2019-Q1 | Increased 52 |
MICROSOFT CORP | 648,887 | $290M | 1.0% | $183.20 | +141.26% | 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: Concentrated Value. HoldingsIntel Rating: 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
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