Wealthfront Advisers LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings493 positions
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 9.8M | $1.6B | 11.9% | $131.12 | +13.29% | 4 qtrssince 2019-Q1 | Increased 66 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 35.5M | $1.6B | 11.6% | $33.12 | +9.56% | 4 qtrssince 2019-Q1 | Increased 69 |
SCHWAB INTERNATIONAL EQUITY ETF | 40.8M | $1.4B | 10.2% | $12.86 | +8.89% | 4 qtrssince 2019-Q1 | Increased 64 |
Vanguard International Equity Index Funds FTSE EMR MKT ETF | 30.4M | $1.4B | 10.0% | $34.32 | +7.56% | 4 qtrssince 2019-Q1 | Increased 66 |
VANGUARD TAX-EXEMPT BOND ETF | 20.6M | $1.1B | 8.2% | $43.58 | +3.60% | 4 qtrssince 2019-Q1 | Increased 72 |
ISHARES INC | 16.1M | $865.9M | 6.4% | $42.30 | +7.41% | 4 qtrssince 2019-Q1 | Increased 63 |
SCHWAB U.S. BROAD MARKET ETF | 11.1M | $850.8M | 6.3% | $10.23 | +14.00% | 4 qtrssince 2019-Q1 | Increased 63 |
VANGUARD DIVIDEND APPRECIATION ETF | 5.9M | $734.1M | 5.4% | $96.32 | +14.38% | 4 qtrssince 2019-Q1 | Increased 64 |
ISHARES TR | 3.4M | $430.6M | 3.2% | $92.23 | +8.82% | 4 qtrssince 2019-Q1 | Increased 62 |
VANGUARD REAL ESTATE ETF | 4.5M | $419.5M | 3.1% | $66.45 | +9.14% | 4 qtrssince 2019-Q1 | Increased 60 |
SCHWAB US DIVIDEND EQUITY ETF | 6.4M | $369.2M | 2.7% | $13.48 | +12.81% | 4 qtrssince 2019-Q1 | Increased 56 |
VANGUARD EXTENDED MARKET ETF | 2.8M | $347.2M | 2.6% | $106.45 | +9.36% | 4 qtrssince 2019-Q1 | Increased 58 |
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 2.5M | $290.2M | 2.2% | $78.36 | +6.45% | 4 qtrssince 2019-Q1 | Increased 60 |
STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | 5.5M | $280.5M | 2.1% | $41.05 | +4.48% | 4 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 782,990 | $129.7M | 1.0% | $137.64 | +9.26% | 4 qtrssince 2019-Q1 | Increased 44 |
SELECT SECTOR SPDR TR | 1.7M | $100.2M | 0.7% | $23.00 | -0.65% | 4 qtrssince 2019-Q1 | Increased 56 |
Vanguard Index Funds S&P 500 ETF SHS | 283,592 | $83.9M | 0.6% | $232.12 | +15.48% | 4 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD ENERGY ETF | 932,192 | $76M | 0.6% | $66.82 | -4.58% | 4 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc. | 226,516 | $66.5M | 0.5% | $47.93 | +47.41% | 4 qtrssince 2019-Q1 | Increased 38 |
Microsoft Corp. | 409,165 | $64.5M | 0.5% | $112.49 | +32.27% | 4 qtrssince 2019-Q1 | Increased 37 |
Wealthfront Advisers LLC manages $13.5B across 493 positions as of Q4 2019. Top holdings: VTI (11.9%), VEA (11.6%), SCHF (10.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Active quarter - 39 new positions, 15 exits, 302 increased. Top move: VTEB (INCREASED, conviction 72). Portfolio: $13.5B across 493 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