Wealthfront Advisers LLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings762 positions
VANGUARD INDEX FDS | 12.3M | $3B | 12.5% | $146.28 | +54.53% | 12 qtrssince 2019-Q1 | Increased 62 |
VANGUARD TAX-MANAGED INTL FD | 57.2M | $2.9B | 12.4% | $34.35 | +29.43% | 12 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE EMERGING MARKE | 42.5M | $2.1B | 8.9% | $35.24 | +22.18% | 12 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 42.7M | $1.7B | 7.0% | $13.52 | +26.13% | 12 qtrssince 2019-Q1 | Increased 69 |
SCHWAB STRATEGIC TR | 14.5M | $1.6B | 6.9% | $12.49 | +41.84% | 12 qtrssince 2019-Q1 | Increased 70 |
VANGUARD MUN BD FDS | 28.7M | $1.6B | 6.7% | $45.20 | +6.28% | 12 qtrssince 2019-Q1 | Decreased 0 |
ISHARES INC | 21.5M | $1.3B | 5.4% | $46.57 | +14.91% | 12 qtrssince 2019-Q1 | Increased 78 |
VANGUARD SPECIALIZED FUNDS | 5.7M | $982.1M | 4.2% | $99.94 | +57.50% | 12 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 11M | $891.5M | 3.8% | $16.51 | +37.62% | 12 qtrssince 2019-Q1 | Increased 65 |
VANGUARD INDEX FDS | 5.8M | $672.4M | 2.8% | $67.03 | +45.06% | 12 qtrssince 2019-Q1 | Decreased 0 |
SPDR SERIES TRUST | 12.4M | $641.2M | 2.7% | $43.53 | +4.65% | 12 qtrssince 2019-Q1 | Increased 79 |
ISHARES IBOXX INVESTMENT GRA | 4.6M | $611.3M | 2.6% | $96.75 | +13.00% | 12 qtrssince 2019-Q1 | Increased 58 |
VANGUARD INDEX FDS | 3.1M | $562.2M | 2.4% | $117.45 | +47.44% | 12 qtrssince 2019-Q1 | Decreased 0 |
ISHARES JP MORGAN USD EMERGI | 4.3M | $465.8M | 2.0% | $80.73 | +6.51% | 12 qtrssince 2019-Q1 | Increased 53 |
VANGUARD INDEX FDS | 1.2M | $272.9M | 1.2% | $163.28 | +29.06% | 12 qtrssince 2019-Q1 | Increased 54 |
APPLE INC | 1.2M | $210M | 0.9% | $69.53 | +149.47% | 12 qtrssince 2019-Q1 | Increased 47 |
MICROSOFT CORP | 619,675 | $208.4M | 0.9% | $151.01 | +114.14% | 12 qtrssince 2019-Q1 | Increased 45 |
VANGUARD INDEX FDS | 907,289 | $200.5M | 0.8% | $143.26 | +44.62% | 12 qtrssince 2019-Q1 | Increased 56 |
VANGUARD INDEX FDS | 369,355 | $161.2M | 0.7% | $241.42 | +69.20% | 12 qtrssince 2019-Q1 | Increased 46 |
VANGUARD WORLD FDS | 1.5M | $118.7M | 0.5% | $48.73 | +36.97% | 12 qtrssince 2019-Q1 | Decreased 0 |
Wealthfront Advisers LLC manages $23.6B across 762 positions as of Q4 2021. Top holdings: VTI (12.5%), VEA (12.4%), VWO (8.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4.5/5.0.
Active quarter - 92 new positions, 19 exits, 458 increased. Top move: TFI (INCREASED, conviction 79). Portfolio: $23.6B across 762 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