Wealthfront Advisers LLC
Institutional investor · Portfolio as of Q3 2020
Top Holdings504 positions
VANGUARD FTSE DEVELOPED MARKETS ETF | 51.8M | $2.1B | 15.2% | $32.67 | +4.65% | 7 qtrssince 2019-Q1 | Increased 63 |
Vanguard International Equity Index Funds FTSE EMR MKT ETF | 38.5M | $1.7B | 11.9% | $33.79 | +7.92% | 7 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 9.8M | $1.7B | 11.9% | $132.62 | +18.18% | 7 qtrssince 2019-Q1 | Increased 62 |
VANGUARD TAX-EXEMPT BOND ETF | 19.9M | $1.1B | 7.7% | $43.86 | +6.16% | 7 qtrssince 2019-Q1 | Increased 68 |
SCHWAB INTERNATIONAL EQUITY ETF | 28.9M | $907.9M | 6.5% | $12.22 | +8.79% | 7 qtrssince 2019-Q1 | Increased 65 |
VANGUARD DIVIDEND APPRECIATION ETF | 6.1M | $780.5M | 5.6% | $98.15 | +17.53% | 7 qtrssince 2019-Q1 | Increased 63 |
SCHWAB U.S. BROAD MARKET ETF | 9.2M | $730.6M | 5.2% | $10.16 | +20.74% | 7 qtrssince 2019-Q1 | Increased 63 |
ISHARES INC | 11.8M | $621.3M | 4.4% | $39.95 | +11.30% | 7 qtrssince 2019-Q1 | Increased 62 |
ISHARES TR | 3.6M | $478.9M | 3.4% | $93.18 | +15.61% | 7 qtrssince 2019-Q1 | Increased 60 |
VANGUARD REAL ESTATE ETF | 5.1M | $403.9M | 2.9% | $65.89 | -3.93% | 7 qtrssince 2019-Q1 | Increased 57 |
STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | 7.1M | $369.1M | 2.6% | $41.77 | +6.82% | 7 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD EXTENDED MARKET ETF | 2.8M | $363.7M | 2.6% | $106.44 | +13.56% | 7 qtrssince 2019-Q1 | Increased 54 |
SCHWAB US DIVIDEND EQUITY ETF | 6.1M | $339M | 2.4% | $13.14 | +13.68% | 7 qtrssince 2019-Q1 | Decreased 0 |
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 2.9M | $318.5M | 2.3% | $78.32 | +5.94% | 7 qtrssince 2019-Q1 | Increased 56 |
Vanguard Index Funds S&P 500 ETF SHS | 371,705 | $114.4M | 0.8% | $228.16 | +23.93% | 7 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 723,828 | $111.3M | 0.8% | $137.03 | +2.87% | 7 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc. | 939,758 | $108.8M | 0.8% | $48.61 | +130.89% | 7 qtrssince 2019-Q1 | Increased 68 |
VANGUARD MORNINGSTAR LARGE-CAP ETF | 651,322 | $101.9M | 0.7% | $113.06 | +27.52% | 7 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 476,336 | $100.2M | 0.7% | $118.38 | +68.97% | 7 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TOTAL BOND MARKET ETF | 1.1M | $96.9M | 0.7% | $68.29 | +7.48% | 7 qtrssince 2019-Q1 | Increased 48 |
Wealthfront Advisers LLC manages $14B across 504 positions as of Q3 2020. Top holdings: VEA (15.2%), VWO (11.9%), VTI (11.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Active quarter - 19 new positions, 16 exits, 267 increased. Top move: VTEB (INCREASED, conviction 68). Portfolio: $14.0B across 504 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