Wealthfront Advisers LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings909 positions
VANGUARD TOTAL STOCK MARKET ETF | 15.2M | $4.3B | 13.2% | $162.74 | +69.89% | 23 qtrssince 2019-Q1 | Increased 63 |
VANGUARD FTSE DEV MKT ETF | 55.2M | $2.9B | 9.0% | $35.15 | +41.74% | 23 qtrssince 2019-Q1 | Increased 63 |
iShares Core MSCI Emerging Markets ETF | 37.9M | $2.2B | 6.7% | $45.61 | +21.34% | 23 qtrssince 2019-Q1 | Increased 63 |
SCHWAB STRATEGIC TR | 50.6M | $2.1B | 6.4% | $14.39 | +34.20% | 23 qtrssince 2019-Q1 | Increased 63 |
VANGUARD EMERGING MARKETS ETF | 42.2M | $2B | 6.2% | $35.99 | +25.78% | 23 qtrssince 2019-Q1 | Increased 64 |
VANGUARD MUN BD FDS | 31.5M | $1.6B | 5.0% | $45.56 | +5.29% | 23 qtrssince 2019-Q1 | Increased 62 |
SCHWAB STRATEGIC TR | 20.6M | $1.4B | 4.2% | $12.87 | +68.70% | 23 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD DIVIDEND APREC INDEX FD ETF | 6.8M | $1.4B | 4.2% | $118.10 | +62.16% | 23 qtrssince 2019-Q1 | Increased 59 |
ISHARES TR | 9.7M | $1.1B | 3.3% | $95.10 | +7.51% | 23 qtrssince 2019-Q1 | Increased 61 |
iShares Core S&P Total US Stock Market ETF | 8.3M | $1B | 3.2% | $101.95 | +20.40% | 10 qtrssince 2022-Q2 | Increased 70 |
Vanguard Real Estate ETF | 8.1M | $789.8M | 2.4% | $69.35 | +31.29% | 23 qtrssince 2019-Q1 | Decreased 0 |
iShares iBoxx $ Investment Grade Corporate Bond ET | 6.3M | $706.6M | 2.2% | $96.47 | +7.00% | 23 qtrssince 2019-Q1 | Increased 56 |
ISHARES TR | 10.2M | $638.9M | 2.0% | $50.41 | +19.24% | 8 qtrssince 2022-Q4 | Increased 53 |
Vanguard Extended Market ETF | 3.3M | $593.8M | 1.8% | $123.50 | +44.37% | 23 qtrssince 2019-Q1 | Increased 51 |
iShares JP Morgan USD Emerging Markets Bond ETF | 5.8M | $544.6M | 1.7% | $79.26 | +6.10% | 23 qtrssince 2019-Q1 | Increased 51 |
NVIDIA Corp | 3.8M | $463M | 1.4% | $20.18 | +500.32% | 23 qtrssince 2019-Q1 | Increased 49 |
SCHWAB STRATEGIC TR | 4.8M | $409.2M | 1.3% | $17.03 | +53.96% | 23 qtrssince 2019-Q1 | Decreased 0 |
Vanguard Small-Cap ETF | 1.5M | $352.7M | 1.1% | $175.15 | +31.77% | 23 qtrssince 2019-Q1 | Increased 53 |
VANGUARD S&P500 INDEX ETF | 641,105 | $338.3M | 1.0% | $325.97 | +58.03% | 23 qtrssince 2019-Q1 | Increased 52 |
Apple Inc | 1.2M | $288.1M | 0.9% | $100.72 | +129.41% | 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 Score: 4/5.0.
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
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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