Wealthfront Advisers LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings912 positions
VANGUARD TOTAL STOCK MARKET ETF | 15.6M | $4.5B | 13.2% | $166.42 | +70.58% | 24 qtrssince 2019-Q1 | Increased 64 |
VANGUARD FTSE DEV MKT ETF | 58.6M | $2.8B | 8.2% | $35.76 | +28.05% | 24 qtrssince 2019-Q1 | Increased 66 |
iShares Core MSCI Emerging Markets ETF | 39M | $2B | 5.9% | $45.75 | +11.05% | 24 qtrssince 2019-Q1 | Increased 64 |
SCHWAB STRATEGIC TR | 107.4M | $2B | 5.8% | $14.58 | +21.79% | 24 qtrssince 2019-Q1 | Increased 100 |
VANGUARD EMERGING MARKETS ETF | 44.6M | $2B | 5.7% | $36.35 | +17.38% | 24 qtrssince 2019-Q1 | Increased 66 |
SCHWAB STRATEGIC TR | 60.2M | $1.4B | 4.0% | $12.87 | +73.32% | 24 qtrssince 2019-Q1 | Increased 94 |
VANGUARD DIVIDEND APREC INDEX FD ETF | 6.9M | $1.3B | 3.9% | $118.53 | +60.46% | 24 qtrssince 2019-Q1 | Increased 59 |
iShares Core S&P Total US Stock Market ETF | 9.8M | $1.3B | 3.7% | $105.48 | +19.58% | 11 qtrssince 2022-Q2 | Increased 68 |
VANGUARD MUN BD FDS | 24.5M | $1.2B | 3.6% | $45.56 | +4.34% | 24 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 17.3M | $1.1B | 3.1% | $54.02 | +9.53% | 9 qtrssince 2022-Q4 | Increased 87 |
iShares iBoxx $ Investment Grade Corporate Bond ET | 8.3M | $883.9M | 2.6% | $97.09 | +1.98% | 24 qtrssince 2019-Q1 | Increased 70 |
ISHARES TR | 7.6M | $807.3M | 2.4% | $95.10 | +6.52% | 24 qtrssince 2019-Q1 | Decreased 0 |
Vanguard Real Estate ETF | 8.5M | $760.3M | 2.2% | $70.09 | +19.93% | 24 qtrssince 2019-Q1 | Increased 57 |
Vanguard Extended Market ETF | 3.4M | $654.9M | 1.9% | $126.88 | +47.13% | 24 qtrssince 2019-Q1 | Increased 53 |
SCHWAB STRATEGIC TR | 22.2M | $574.3M | 1.7% | $23.93 | +0.23% | 24 qtrssince 2019-Q1 | Increased 80 |
NVIDIA Corp | 3.9M | $528.2M | 1.5% | $23.66 | +466.04% | 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 STRATEGIC TR | 14.3M | $390.9M | 1.1% | $17.03 | +50.67% | 24 qtrssince 2019-Q1 | Increased 79 |
VANGUARD S&P500 INDEX ETF | 718,286 | $387M | 1.1% | $347.65 | +51.79% | 24 qtrssince 2019-Q1 | Increased 55 |
Vanguard Small-Cap ETF | 1.6M | $381.7M | 1.1% | $178.96 | +31.11% | 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: Steady Compounder. HoldingsIntel Score: 4/5.0.
Active quarter - 32 new positions, 29 exits, 648 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
Best and worst performing positions by estimated return
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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