Wealthfront Advisers LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings525 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD FTSE DEVELOPED ETF | 54.3M | $2.6B | 15.4% | $33.31 | +21.45% | 8 qtrssince 2019-Q1 | Increased 65 |
VANGUARD FTSE EMERGING MARKETS | 40.9M | $2B | 12.3% | $34.48 | +24.03% | 8 qtrssince 2019-Q1 | Increased 66 |
VANGUARD TOTAL STOCK MARKET VIPERS | 10.3M | $2B | 12.0% | $135.94 | +32.82% | 8 qtrssince 2019-Q1 | Increased 66 |
VANGUARD TAX-EXEMPT BOND ETF | 23.4M | $1.3B | 7.8% | $44.40 | +6.98% | 8 qtrssince 2019-Q1 | Increased 72 |
SCHWAB INTL EQUITY ETF | 31.7M | $1.1B | 6.9% | $12.51 | +24.00% | 8 qtrssince 2019-Q1 | Increased 68 |
VANGUARD DIVIDEND APPRECIATION ETF ETF | 6.2M | $878.9M | 5.3% | $99.81 | +28.09% | 8 qtrssince 2019-Q1 | Increased 63 |
SCHWAB US BROAD MARKET ETF | 9.1M | $830.1M | 5.0% | $10.23 | +37.79% | 8 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE MSCI EMERGING | 11.7M | $723.1M | 4.3% | $39.95 | +34.53% | 8 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD EXTENDED MARKET ETF | 3.2M | $519.4M | 3.1% | $112.35 | +38.20% | 8 qtrssince 2019-Q1 | Increased 65 |
ISHARES IBOXX INVESTMENT GRA | 3.7M | $504.6M | 3.0% | $94.47 | +18.91% | 8 qtrssince 2019-Q1 | Increased 59 |
VANGUARD REAL ESTATE ETF ETF | 5.5M | $462.9M | 2.8% | $67.31 | +3.80% | 8 qtrssince 2019-Q1 | Increased 57 |
SCHWAB US DVD EQUITY ETF | 6.5M | $419M | 2.5% | $13.78 | +29.33% | 8 qtrssince 2019-Q1 | Increased 57 |
SPDR NUVEEN ICE MUNI BD ETF | 7M | $366.7M | 2.2% | $41.77 | +8.78% | 8 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 3.1M | $364.9M | 2.2% | $79.87 | +11.08% | 8 qtrssince 2019-Q1 | Increased 58 |
VANGUARD SMALL-CAP VIPERS | 764,029 | $148.7M | 0.9% | $140.61 | +28.80% | 8 qtrssince 2019-Q1 | Increased 45 |
APPLE INC | 997,175 | $132.3M | 0.8% | $98.20 | +31.18% | 8 qtrssince 2019-Q1 | Increased 45 |
VANGUARD S&P 500 ETF | 350,733 | $120.5M | 0.7% | $230.93 | +37.79% | 8 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 492,239 | $109.5M | 0.7% | $122.51 | +73.63% | 8 qtrssince 2019-Q1 | Increased 44 |
VANGUARD LARGE-CAP ETF | 598,104 | $105.1M | 0.6% | $114.76 | +42.24% | 8 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TOTAL BOND MARKET | 1.1M | $93.7M | 0.6% | $68.29 | +8.34% | 8 qtrssince 2019-Q1 | Decreased 0 |
Wealthfront Advisers LLC manages $16.6B across 525 positions as of Q4 2020. Top holdings: VEA (15.4%), VWO (12.3%), VTI (12.0%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 4/5.0.
Active quarter - 27 new positions, 6 exits, 336 increased. Top move: VTEB (INCREASED, conviction 72). Portfolio: $16.6B across 525 positions.
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Portfolio allocation by GICS sector
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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