Wealthfront Advisers LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings780 positions
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 13.1M | $2.5B | 12.1% | $151.49 | +20.08% | 16 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 54M | $2.3B | 11.0% | $34.20 | +10.06% | 16 qtrssince 2019-Q1 | Decreased 0 |
Vanguard International Equity Index Funds FTSE EMR MKT ETF | 42.6M | $1.7B | 8.1% | $35.45 | -0.37% | 16 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB U.S. BROAD MARKET ETF | 31.1M | $1.4B | 6.8% | $12.87 | +10.86% | 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 INTERNATIONAL EQUITY ETF | 42.7M | $1.4B | 6.7% | $13.89 | +5.24% | 16 qtrssince 2019-Q1 | Decreased 0 |
ISHARES INC | 25.4M | $1.2B | 5.7% | $44.87 | -4.85% | 16 qtrssince 2019-Q1 | Increased 73 |
SCHWAB US DIVIDEND EQUITY ETF | 11.4M | $864.3M | 4.2% | $17.03 | +29.07% | 16 qtrssince 2019-Q1 | Increased 62 |
VANGUARD DIVIDEND APPRECIATION ETF | 5M | $766.8M | 3.7% | $101.80 | +39.46% | 16 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | 11.8M | $538.6M | 2.6% | $41.70 | -1.87% | 16 qtrssince 2019-Q1 | Increased 87 |
VANGUARD REAL ESTATE ETF | 6.4M | $531.7M | 2.6% | $67.64 | +6.01% | 16 qtrssince 2019-Q1 | Increased 58 |
ISHARES TR | 5M | $528.8M | 2.6% | $96.52 | -7.03% | 16 qtrssince 2019-Q1 | Increased 55 |
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 4.7M | $399.4M | 1.9% | $79.89 | -12.42% | 16 qtrssince 2019-Q1 | Increased 49 |
VANGUARD EXTENDED MARKET ETF | 2.9M | $389.6M | 1.9% | $118.16 | +7.69% | 16 qtrssince 2019-Q1 | Increased 52 |
VANGUARD INDEX FDS | 1.4M | $263.1M | 1.3% | $164.57 | +5.63% | 16 qtrssince 2019-Q1 | Increased 55 |
Vanguard Index Funds S&P 500 ETF SHS | 518,725 | $182.2M | 0.9% | $280.22 | +19.28% | 16 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD MORNINGSTAR LARGE-CAP ETF | 988,114 | $172.1M | 0.8% | $149.53 | +10.97% | 16 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 630,365 | $151.2M | 0.7% | $163.91 | +41.99% | 16 qtrssince 2019-Q1 | Increased 46 |
Apple Inc. | 1.1M | $139.6M | 0.7% | $84.22 | +51.56% | 16 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD ENERGY ETF | 1.1M | $137.4M | 0.7% | $48.73 | +123.10% | 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: Steady Compounder. HoldingsIntel Score: 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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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