Wealthfront Advisers LLC
Institutional investor · Portfolio as of Q3 2019
Top Holdings469 positions
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 9.2M | $1.4B | 11.6% | $129.90 | +4.96% | 3 qtrssince 2019-Q1 | Increased 64 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 31.7M | $1.3B | 10.9% | $32.74 | +2.31% | 3 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB INTERNATIONAL EQUITY ETF | 39.8M | $1.3B | 10.6% | $12.83 | +1.35% | 3 qtrssince 2019-Q1 | Increased 74 |
Vanguard International Equity Index Funds FTSE EMR MKT ETF | 28.5M | $1.1B | 9.6% | $34.15 | -3.35% | 3 qtrssince 2019-Q1 | Increased 63 |
VANGUARD TAX-EXEMPT BOND ETF | 17.7M | $950.2M | 8.0% | $43.33 | +3.58% | 3 qtrssince 2019-Q1 | Increased 66 |
SCHWAB U.S. BROAD MARKET ETF | 10.9M | $771.6M | 6.5% | $10.20 | +4.94% | 3 qtrssince 2019-Q1 | Increased 63 |
ISHARES INC | 15.7M | $770.7M | 6.5% | $42.22 | -4.19% | 3 qtrssince 2019-Q1 | Increased 69 |
VANGUARD DIVIDEND APPRECIATION ETF | 5.7M | $678.3M | 5.7% | $95.79 | +9.79% | 3 qtrssince 2019-Q1 | Increased 62 |
VANGUARD REAL ESTATE ETF | 4.3M | $403.2M | 3.4% | $66.17 | +8.97% | 3 qtrssince 2019-Q1 | Increased 58 |
ISHARES TR | 3.1M | $398.5M | 3.3% | $91.61 | +7.99% | 3 qtrssince 2019-Q1 | Increased 61 |
SCHWAB US DIVIDEND EQUITY ETF | 6.1M | $332.8M | 2.8% | $13.40 | +6.50% | 3 qtrssince 2019-Q1 | Increased 53 |
VANGUARD EXTENDED MARKET ETF | 2.5M | $295.7M | 2.5% | $105.61 | +1.24% | 3 qtrssince 2019-Q1 | Increased 54 |
STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | 5.6M | $283.8M | 2.4% | $41.05 | +3.97% | 3 qtrssince 2019-Q1 | Decreased 0 |
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 2.2M | $255M | 2.1% | $77.72 | +4.65% | 3 qtrssince 2019-Q1 | Increased 57 |
VANGUARD INDEX FDS | 762,888 | $117.4M | 1.0% | $137.30 | +1.21% | 3 qtrssince 2019-Q1 | Increased 43 |
VANGUARD ENERGY ETF | 1.1M | $89.7M | 0.8% | $66.82 | -9.52% | 3 qtrssince 2019-Q1 | Decreased 0 |
Vanguard Index Funds S&P 500 ETF SHS | 285,089 | $77.7M | 0.7% | $232.12 | +5.91% | 3 qtrssince 2019-Q1 | Increased 42 |
SELECT SECTOR SPDR TR | 1.2M | $71.1M | 0.6% | $23.05 | -6.04% | 3 qtrssince 2019-Q1 | Increased 58 |
VANGUARD MORNINGSTAR LARGE-CAP ETF | 435,508 | $59.4M | 0.5% | $116.35 | +5.92% | 3 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 392,375 | $54.6M | 0.5% | $110.94 | +17.84% | 3 qtrssince 2019-Q1 | Increased 36 |
Wealthfront Advisers LLC manages $11.9B across 469 positions as of Q3 2019. Top holdings: VTI (11.6%), VEA (10.9%), SCHF (10.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Active quarter - 18 new positions, 36 exits, 279 increased. Top move: SCHF (INCREASED, conviction 74). Portfolio: $11.9B across 469 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
Verify source filings on SEC EDGAR