Wealthfront Advisers LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings862 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET VIPERS | 14.6M | $3.5B | 13.3% | $158.57 | +45.83% | 20 qtrssince 2019-Q1 | Increased 63 |
VANGUARD FTSE DEVELOPED ETF | 54.1M | $2.6B | 9.9% | $34.95 | +28.21% | 20 qtrssince 2019-Q1 | Increased 64 |
ISHARES CORE MSCI EMERGING | 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% | $35.81 | +8.08% | 20 qtrssince 2019-Q1 | Increased 64 |
SCHWAB INTL EQUITY ETF | 44.8M | $1.7B | 6.4% | $14.03 | +23.33% | 20 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB US BROAD MARKET ETF | 22.8M | $1.3B | 4.9% | $14.67 | +23.41% | 20 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TAX-EXEMPT BOND ETF | 24.8M | $1.3B | 4.9% | $45.17 | +3.88% | 20 qtrssince 2019-Q1 | Increased 73 |
VANGUARD DIVIDEND APPRECIATION ETF ETF | 6.6M | $1.1B | 4.3% | $115.04 | +43.04% | 20 qtrssince 2019-Q1 | Increased 62 |
ISHARES NATIONAL MUNI BOND E | 9.6M | $1B | 4.0% | $94.69 | +5.66% | 20 qtrssince 2019-Q1 | Increased 65 |
VANGUARD REAL ESTATE ETF ETF | 7.7M | $677.8M | 2.6% | $69.78 | +17.19% | 20 qtrssince 2019-Q1 | Increased 56 |
ISHARES IBOXX INVESTMENT GRA | 5.6M | $623.9M | 2.4% | $97.06 | +2.01% | 20 qtrssince 2019-Q1 | Increased 56 |
VANGUARD EXTENDED MARKET ETF | 3.1M | $510.6M | 2.0% | $120.38 | +33.40% | 20 qtrssince 2019-Q1 | Increased 49 |
ISHARES CORE S&P TOTAL U.S. | 4.7M | $497.2M | 1.9% | $89.59 | +14.57% | 7 qtrssince 2022-Q2 | Increased 56 |
ISHARES TR | 5.4M | $476.6M | 1.8% | $79.87 | -2.25% | 20 qtrssince 2019-Q1 | Increased 51 |
SCHWAB US DVD EQUITY ETF | 5.3M | $402.2M | 1.5% | $17.51 | +34.46% | 20 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE DIVIDEND GROWTH | 7.4M | $396.6M | 1.5% | $48.69 | +5.67% | 5 qtrssince 2022-Q4 | Increased 75 |
VANGUARD SMALL-CAP VIPERS | 1.2M | $261.6M | 1.0% | $166.87 | +24.35% | 20 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 633,161 | $238.1M | 0.9% | $175.81 | +110.75% | 20 qtrssince 2019-Q1 | Increased 45 |
APPLE INC | 1.2M | $235M | 0.9% | $121.38 | +56.71% | 20 qtrssince 2019-Q1 | Increased 43 |
VANGUARD S&P 500 ETF | 506,554 | $221.3M | 0.8% | $287.57 | +48.10% | 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: Concentrated Value. HoldingsIntel Rating: 4/5.0.
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