Wealthfront Advisers LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings780 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET VIPERS | 13.1M | $2.5B | 12.1% | $153.05 | +19.88% | 16 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 54M | $2.3B | 11.0% | $34.56 | +9.91% | 16 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE EMERGING MARKETS | 42.6M | $1.7B | 8.1% | $35.66 | -0.67% | 16 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB US BROAD MARKET ETF | 31.1M | $1.4B | 6.8% | $14.67 | -2.16% | 16 qtrssince 2019-Q1 | Increased 72 |
VANGUARD TAX-EXEMPT BOND ETF | 28M | $1.4B | 6.7% | $44.54 | -0.75% | 16 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB INTL EQUITY ETF | 42.7M | $1.4B | 6.7% | $13.89 | +5.24% | 16 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE MSCI EMERGING | 25.4M | $1.2B | 5.7% | $44.87 | -4.85% | 16 qtrssince 2019-Q1 | Increased 73 |
SCHWAB US DVD EQUITY ETF | 11.4M | $864.3M | 4.2% | $17.51 | +28.64% | 16 qtrssince 2019-Q1 | Increased 62 |
VANGUARD DIVIDEND APPRECIATION ETF ETF | 5M | $766.8M | 3.7% | $102.84 | +39.74% | 16 qtrssince 2019-Q1 | Decreased 0 |
SPDR NUVEEN ICE MUNI BD ETF | 11.8M | $538.6M | 2.6% | $41.70 | -1.87% | 16 qtrssince 2019-Q1 | Increased 87 |
VANGUARD REAL ESTATE ETF ETF | 6.4M | $531.7M | 2.6% | $68.93 | +6.06% | 16 qtrssince 2019-Q1 | Increased 58 |
ISHARES IBOXX INVESTMENT GRA | 5M | $528.8M | 2.6% | $97.35 | -7.03% | 16 qtrssince 2019-Q1 | Increased 55 |
ISHARES TR | 4.7M | $399.4M | 1.9% | $80.59 | -12.42% | 16 qtrssince 2019-Q1 | Increased 49 |
VANGUARD EXTENDED MARKET ETF | 2.9M | $389.6M | 1.9% | $118.85 | +7.66% | 16 qtrssince 2019-Q1 | Increased 52 |
VANGUARD SMALL-CAP VIPERS | 1.4M | $263.1M | 1.3% | $166.32 | +5.53% | 16 qtrssince 2019-Q1 | Increased 55 |
VANGUARD S&P 500 ETF | 518,725 | $182.2M | 0.9% | $284.69 | +18.42% | 16 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD LARGE-CAP ETF | 988,114 | $172.1M | 0.8% | $151.63 | +10.35% | 16 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 630,365 | $151.2M | 0.7% | $165.48 | +41.54% | 16 qtrssince 2019-Q1 | Increased 46 |
APPLE INC | 1.1M | $139.6M | 0.7% | $114.49 | +11.49% | 16 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD ENERGY ETF | 1.1M | $137.4M | 0.7% | $49.19 | +123.79% | 16 qtrssince 2019-Q1 | Decreased 0 |
Wealthfront Advisers LLC manages $20.6B across 780 positions as of Q4 2022. Top holdings: VTI (12.1%), VEA (11.0%), VWO (8.1%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 4/5.0.
Active quarter - 53 new positions, 32 exits, 380 increased. Top move: TFI (INCREASED, conviction 87). Portfolio: $20.6B across 780 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