Wealthfront Advisers LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings912 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET VIPERS | 15.6M | $4.5B | 13.2% | $167.88 | +71.14% | 24 qtrssince 2019-Q1 | Increased 64 |
VANGUARD FTSE DEVELOPED ETF | 58.6M | $2.8B | 8.2% | $36.14 | +27.88% | 24 qtrssince 2019-Q1 | Increased 66 |
ISHARES CORE MSCI EMERGING | 39M | $2B | 5.9% | $45.75 | +11.05% | 24 qtrssince 2019-Q1 | Increased 64 |
SCHWAB INTL EQUITY ETF | 107.4M | $2B | 5.8% | $16.30 | +9.73% | 24 qtrssince 2019-Q1 | Increased 100 |
VANGUARD FTSE EMERGING MARKETS | 44.6M | $2B | 5.7% | $36.55 | +17.29% | 24 qtrssince 2019-Q1 | Increased 66 |
SCHWAB US BROAD MARKET ETF | 60.2M | $1.4B | 4.0% | $19.83 | +13.53% | 24 qtrssince 2019-Q1 | Increased 94 |
VANGUARD DIVIDEND APPRECIATION ETF ETF | 6.9M | $1.3B | 3.9% | $119.51 | +61.06% | 24 qtrssince 2019-Q1 | Increased 59 |
ISHARES CORE S&P TOTAL U.S. | 9.8M | $1.3B | 3.7% | $105.89 | +20.41% | 11 qtrssince 2022-Q2 | Increased 68 |
VANGUARD TAX-EXEMPT BOND ETF | 24.5M | $1.2B | 3.6% | $45.56 | +4.34% | 24 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE DIVIDEND GROWTH | 17.3M | $1.1B | 3.1% | $54.65 | +9.62% | 9 qtrssince 2022-Q4 | Increased 87 |
ISHARES IBOXX INVESTMENT GRA | 8.3M | $883.9M | 2.6% | $97.92 | +1.98% | 24 qtrssince 2019-Q1 | Increased 70 |
ISHARES NATIONAL MUNI BOND E | 7.6M | $807.3M | 2.4% | $95.10 | +6.52% | 24 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD REAL ESTATE ETF ETF | 8.5M | $760.3M | 2.2% | $71.31 | +19.16% | 24 qtrssince 2019-Q1 | Increased 57 |
VANGUARD EXTENDED MARKET ETF | 3.4M | $654.9M | 1.9% | $127.56 | +47.31% | 24 qtrssince 2019-Q1 | Increased 53 |
SCHWAB STRATEGIC TR | 22.2M | $574.3M | 1.7% | $24.08 | +0.12% | 24 qtrssince 2019-Q1 | Increased 80 |
NVIDIA CORP | 3.9M | $528.2M | 1.5% | $114.33 | +20.22% | 24 qtrssince 2019-Q1 | Increased 51 |
ISHARES TR | 6.8M | $391.1M | 1.1% | $54.64 | +0.01% | 11 qtrssince 2022-Q2 | Increased 79 |
SCHWAB US DVD EQUITY ETF | 14.3M | $390.9M | 1.1% | $23.26 | +12.64% | 24 qtrssince 2019-Q1 | Increased 79 |
VANGUARD S&P 500 ETF | 718,286 | $387M | 1.1% | $352.18 | +51.75% | 24 qtrssince 2019-Q1 | Increased 55 |
VANGUARD SMALL-CAP VIPERS | 1.6M | $381.7M | 1.1% | $180.79 | +30.95% | 24 qtrssince 2019-Q1 | Increased 52 |
Wealthfront Advisers LLC manages $34.2B across 912 positions as of Q4 2024. Top holdings: VTI (13.2%), VEA (8.2%), IEMG (5.9%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 4/5.0.
Active quarter - 30 new positions, 27 exits, 650 increased. Top move: SCHF (INCREASED, conviction 100). Portfolio: $34.2B across 912 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