Wealthfront Advisers LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings759 positions
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 13.6M | $2.4B | 13.0% | $151.49 | +12.18% | 15 qtrssince 2019-Q1 | Increased 68 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 56.6M | $2.1B | 10.9% | $34.20 | -5.76% | 15 qtrssince 2019-Q1 | Increased 67 |
VANGUARD TAX-EXEMPT BOND ETF | 35.5M | $1.7B | 9.1% | $44.54 | -4.27% | 15 qtrssince 2019-Q1 | Increased 73 |
Vanguard International Equity Index Funds FTSE EMR MKT ETF | 45.5M | $1.7B | 8.8% | $35.45 | -8.24% | 15 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB INTERNATIONAL EQUITY ETF | 43.3M | $1.2B | 6.5% | $13.89 | -9.37% | 15 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB U.S. BROAD MARKET ETF | 26.5M | $1.1B | 5.9% | $12.63 | +5.41% | 15 qtrssince 2019-Q1 | Decreased 0 |
ISHARES INC | 21.5M | $922.9M | 4.9% | $45.26 | -14.01% | 15 qtrssince 2019-Q1 | Increased 70 |
VANGUARD DIVIDEND APPRECIATION ETF | 5.5M | $747.1M | 4.0% | $101.80 | +23.42% | 15 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB US DIVIDEND EQUITY ETF | 10.8M | $716.7M | 3.8% | $16.73 | +14.48% | 15 qtrssince 2019-Q1 | Increased 63 |
ISHARES TR | 4.9M | $502.6M | 2.7% | $96.67 | -10.93% | 15 qtrssince 2019-Q1 | Increased 54 |
VANGUARD REAL ESTATE ETF | 6M | $482.6M | 2.6% | $67.35 | +2.04% | 15 qtrssince 2019-Q1 | Increased 56 |
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 4.7M | $372.7M | 2.0% | $79.95 | -19.27% | 15 qtrssince 2019-Q1 | Increased 50 |
VANGUARD EXTENDED MARKET ETF | 2.8M | $354.9M | 1.9% | $117.71 | +2.90% | 15 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 1.3M | $214.7M | 1.1% | $163.26 | -1.44% | 15 qtrssince 2019-Q1 | Increased 51 |
Apple Inc. | 1.5M | $204.7M | 1.1% | $84.22 | +60.94% | 15 qtrssince 2019-Q1 | Increased 56 |
STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | 4.3M | $188.1M | 1.0% | $43.07 | -9.02% | 15 qtrssince 2019-Q1 | Decreased 0 |
Vanguard Index Funds S&P 500 ETF SHS | 534,534 | $175.5M | 0.9% | $280.22 | +10.93% | 15 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD MORNINGSTAR LARGE-CAP ETF | 1M | $168.8M | 0.9% | $149.53 | +3.71% | 15 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 591,292 | $137.7M | 0.7% | $159.37 | +41.43% | 15 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD ENERGY ETF | 1.2M | $119.7M | 0.6% | $48.73 | +84.74% | 15 qtrssince 2019-Q1 | Decreased 0 |
Wealthfront Advisers LLC manages $18.8B across 759 positions as of Q3 2022. Top holdings: VTI (13.0%), VEA (10.9%), VTEB (9.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Active quarter - 35 new positions, 39 exits, 418 increased. Top move: VTEB (INCREASED, conviction 73). Portfolio: $18.8B across 759 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
Verify source filings on SEC EDGAR