Wealthfront Advisers LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings862 positions
Vanguard Morningstar Total Stock Market ETF | 14.6M | $3.5B | 13.3% | $157.21 | +45.85% | 20 qtrssince 2019-Q1 | Increased 63 |
VANGUARD FTSE DEVELOPED ETF | 54.1M | $2.6B | 9.9% | $34.58 | +28.36% | 20 qtrssince 2019-Q1 | Increased 64 |
iShares Core MSCI Emerging Markets ETF | 33.7M | $1.7B | 6.5% | $44.99 | +5.83% | 20 qtrssince 2019-Q1 | Increased 67 |
Vanguard FTSE Emerging Markets | 40.8M | $1.7B | 6.4% | $35.62 | +8.31% | 20 qtrssince 2019-Q1 | Increased 64 |
SCHWAB STRATEGIC TR | 44.8M | $1.7B | 6.4% | $13.90 | +23.73% | 20 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 22.8M | $1.3B | 4.9% | $12.87 | +39.86% | 20 qtrssince 2019-Q1 | Decreased 0 |
Vanguard Muni Bond Tax Exempt | 24.8M | $1.3B | 4.9% | $45.17 | +3.88% | 20 qtrssince 2019-Q1 | Increased 73 |
Vanguard Dividend Appreciation | 6.6M | $1.1B | 4.3% | $114.14 | +42.44% | 20 qtrssince 2019-Q1 | Increased 62 |
iShares National Muni Bond | 9.6M | $1B | 4.0% | $94.69 | +5.66% | 20 qtrssince 2019-Q1 | Increased 65 |
VANGUARD INDEX FDS | 7.7M | $677.8M | 2.6% | $68.57 | +16.96% | 20 qtrssince 2019-Q1 | Increased 56 |
iShares iBoxx Investment Grade Corporate Bond ETF | 5.6M | $623.9M | 2.4% | $96.24 | +2.01% | 20 qtrssince 2019-Q1 | Increased 56 |
VANGUARD INDEX FDS | 3.1M | $510.6M | 2.0% | $119.75 | +33.36% | 20 qtrssince 2019-Q1 | Increased 49 |
ISHARES TR | 4.7M | $497.2M | 1.9% | $89.70 | +13.58% | 7 qtrssince 2022-Q2 | Increased 56 |
ISHARES TR | 5.4M | $476.6M | 1.8% | $79.17 | -2.25% | 20 qtrssince 2019-Q1 | Increased 51 |
SCHWAB STRATEGIC TR | 5.3M | $402.2M | 1.5% | $17.03 | +34.94% | 20 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 7.4M | $396.6M | 1.5% | $48.20 | +5.26% | 5 qtrssince 2022-Q4 | Increased 75 |
Vanguard Morningstar Small-Cap ETF | 1.2M | $261.6M | 1.0% | $165.12 | +24.46% | 20 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 633,161 | $238.1M | 0.9% | $174.30 | +111.24% | 20 qtrssince 2019-Q1 | Increased 45 |
Apple Inc | 1.2M | $235M | 0.9% | $94.74 | +100.78% | 20 qtrssince 2019-Q1 | Increased 43 |
Vanguard S&P 500 | 506,554 | $221.3M | 0.8% | $283.12 | +49.14% | 20 qtrssince 2019-Q1 | Increased 44 |
Wealthfront Advisers LLC manages $26B across 862 positions as of Q4 2023. Top holdings: VTI (13.3%), VEA (9.9%), IEMG (6.5%). Fund DNA: Steady Compounder. HoldingsIntel Score: 5/5.0.
Active quarter - 55 new positions, 20 exits, 471 increased. Top move: DGRO (INCREASED, conviction 75). Portfolio: $26.0B across 862 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