Wealthfront Advisers LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings909 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET VIPERS | 15.2M | $4.3B | 13.2% | $164.13 | +69.22% | 23 qtrssince 2019-Q1 | Increased 63 |
VANGUARD FTSE DEVELOPED ETF | 55.2M | $2.9B | 9.0% | $35.52 | +42.02% | 23 qtrssince 2019-Q1 | Increased 63 |
ISHARES CORE MSCI EMERGING | 37.9M | $2.2B | 6.7% | $45.61 | +21.34% | 23 qtrssince 2019-Q1 | Increased 63 |
SCHWAB INTL EQUITY ETF | 50.6M | $2.1B | 6.4% | $14.52 | +34.45% | 23 qtrssince 2019-Q1 | Increased 63 |
VANGUARD FTSE EMERGING MARKETS | 42.2M | $2B | 6.2% | $36.19 | +26.54% | 23 qtrssince 2019-Q1 | Increased 64 |
VANGUARD TAX-EXEMPT BOND ETF | 31.5M | $1.6B | 5.0% | $45.56 | +5.29% | 23 qtrssince 2019-Q1 | Increased 62 |
SCHWAB US BROAD MARKET ETF | 20.6M | $1.4B | 4.2% | $14.67 | +48.23% | 23 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD DIVIDEND APPRECIATION ETF ETF | 6.8M | $1.4B | 4.2% | $119.06 | +62.16% | 23 qtrssince 2019-Q1 | Increased 59 |
ISHARES NATIONAL MUNI BOND E | 9.7M | $1.1B | 3.3% | $95.10 | +7.51% | 23 qtrssince 2019-Q1 | Increased 61 |
ISHARES CORE S&P TOTAL U.S. | 8.3M | $1B | 3.2% | $102.20 | +20.58% | 10 qtrssince 2022-Q2 | Increased 70 |
VANGUARD REAL ESTATE ETF ETF | 8.1M | $789.8M | 2.4% | $70.59 | +30.50% | 23 qtrssince 2019-Q1 | Decreased 0 |
ISHARES IBOXX INVESTMENT GRA | 6.3M | $706.6M | 2.2% | $97.30 | +7.00% | 23 qtrssince 2019-Q1 | Increased 56 |
ISHARES CORE DIVIDEND GROWTH | 10.2M | $638.9M | 2.0% | $50.96 | +19.06% | 8 qtrssince 2022-Q4 | Increased 53 |
VANGUARD EXTENDED MARKET ETF | 3.3M | $593.8M | 1.8% | $124.15 | +44.23% | 23 qtrssince 2019-Q1 | Increased 51 |
ISHARES TR | 5.8M | $544.6M | 1.7% | $79.95 | +6.10% | 23 qtrssince 2019-Q1 | Increased 51 |
NVIDIA CORP | 3.8M | $463M | 1.4% | $113.60 | +6.83% | 23 qtrssince 2019-Q1 | Increased 49 |
SCHWAB US DVD EQUITY ETF | 4.8M | $409.2M | 1.3% | $17.51 | +52.97% | 23 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SMALL-CAP VIPERS | 1.5M | $352.7M | 1.1% | $176.96 | +31.61% | 23 qtrssince 2019-Q1 | Increased 53 |
VANGUARD S&P 500 ETF | 641,105 | $338.3M | 1.0% | $330.24 | +56.66% | 23 qtrssince 2019-Q1 | Increased 52 |
APPLE INC | 1.2M | $288.1M | 0.9% | $126.04 | +83.33% | 23 qtrssince 2019-Q1 | Increased 44 |
Wealthfront Advisers LLC manages $32.5B across 909 positions as of Q3 2024. Top holdings: VTI (13.2%), VEA (9.0%), IEMG (6.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 50 new positions, 12 exits, 535 increased. Top move: ITOT (INCREASED, conviction 70). Portfolio: $32.5B across 909 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer