Wealthfront Advisers LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Wealthfront Advisers LLC reported 871 stock positions worth $29.7 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 13.5% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 9.0%) and iShares Core MSCI Emerging (IEMG, 6.7%). Compared with Q1 2024, it opened 33 new positions, sold out of 29, added to 493 and reduced 345. The biggest buy was iShares Core S&P Total U.S. (ITOT, shares +35%) and the biggest sale Vanguard Ftse Developed ETF (VEA, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Palo Alto, CA
- CIK
- 0001763921
- Portfolio Value
- $29.7B (Q2 2024)
- SEC Filing
- 0001763921-24-000005 ↗ filed Aug 14, 2024
Holdings Value
Holdings 871 stocks · $29.7B
| VTI VG Morningstar TS MKT ETF-US | 13.46% | 14,956,014 | $4.0B | Reduce -1.7% |
| VEA Vanguard Ftse Developed ETF | 8.98% | 53,994,384 | $2.7B | Reduce -2.0% |
| IEMG iShares Core MSCI Emerging | 6.67% | 37,052,523 | $2.0B | Add +3.2% |
| SCHF Schwab Intl Equity ETF | 6.46% | 49,948,363 | $1.9B | Add +9.2% |
| VWO Vanguard Ftse Emerging Marke | 6.00% | 40,763,528 | $1.8B | Reduce -1.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 5.05% | 29,977,106 | $1.5B | Add +5.7% |
| SCHB Schwab US Broad Market ETF | 4.48% | 21,170,646 | $1.3B | Reduce -3.3% |
| VIG Vanguard Dividend Apprec ETF | 4.14% | 6,740,259 | $1.2B | Reduce -2.9% |
| MUB iShares National Muni Bond E | 3.33% | 9,301,268 | $991.1M | Add +1.6% |
| ITOT iShares Core S&P Total U.S. | 2.77% | 6,925,616 | $822.6M | Add +35.3% |
| VNQ Vanguard Real Estate ETF | 2.35% | 8,344,992 | $699.0M | Add +5.1% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 2.20% | 6,104,015 | $653.9M | Add +2.5% |
| DGRO iShares Core Dividend Growth | 1.84% | 9,490,894 | $546.8M | Add +26.4% |
| VXF Vanguard Extended Market ETF | 1.81% | 3,181,439 | $537.0M | Reduce -2.3% |
| EMB iShares JP Morgan Usd Emergi | 1.69% | 5,679,780 | $502.5M | Add +2.2% |
| NVDA Nvidia Corp. | 1.57% | 3,787,148 | $467.9M | Add +3.6% |
| SCHD Schwab US DVD Equity ETF | 1.30% | 4,962,534 | $385.9M | Reduce -3.0% |
| VOO Vanguard S&P 500 ETF | 1.02% | 603,206 | $301.7M | Add +8.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.01% | 1,379,464 | $300.8M | Add +5.6% |
| MSFT Microsoft Corp. | 0.98% | 648,887 | $290.0M | Reduce -0.7% |
| AAPL Apple Inc. | 0.86% | 1,218,562 | $256.7M | Add +3.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.73% | 869,582 | $217.1M | Add +1.7% |
| ESGU iShares ESG Aware MSCI USA | 0.68% | 1,697,904 | $202.6M | Add +1.6% |
| AMZN Amazon.com Inc. | 0.58% | 892,342 | $172.4M | Add +0.7% |
| META Meta Platforms Inc. Class A | 0.47% | 277,283 | $139.8M | Reduce -1.2% |
| SHV iShares 0-1 Year Treasury Bo | 0.46% | 1,250,481 | $138.2M | Add +139.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.42% | 1,545,247 | $126.2M | Add +7.0% |
| VDE Vanguard Energy ETF | 0.42% | 983,914 | $125.5M | Reduce -0.7% |
| XLE SS Energy Select Sector | 0.41% | 1,325,850 | $120.9M | Reduce -3.2% |
| ESGV Vanguard ESG US Stock ETF | 0.35% | 1,082,094 | $104.6M | Add +13.3% |
| GOOGL Alphabet Inc. Class A | 0.34% | 552,372 | $100.6M | Add +3.6% |
| LLY Eli Lilly & Co. | 0.32% | 105,217 | $95.3M | Reduce -0.9% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.31% | 3,011,107 | $92.9M | Add +10.3% |
| SCHO Schwab Short-Term US Treas | 0.30% | 1,875,841 | $90.3M | Add +3.8% |
| ESGE iShares Inc. iShares ESG Awar | 0.30% | 2,623,131 | $88.0M | Add +4.5% |
| ESGD iShares Trust iShares ESG Aw | 0.29% | 1,108,759 | $87.3M | Add +1.5% |
| GOOG Alphabet Inc. Class C | 0.29% | 469,985 | $86.2M | Add +2.3% |
| BND Vanguard Total Bond Market | 0.29% | 1,178,923 | $84.9M | Reduce -4.2% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.26% | 1,797,345 | $75.8M | Reduce -7.8% |
| AVGO Broadcom Inc. | 0.24% | 44,001 | $70.6M | Add +3.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 127,443 | $69.4M | Add +12.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.23% | 143,687 | $68.8M | Add +6.9% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.23% | 2,722,690 | $68.0M | Add +31.5% |
| SCHP Schwab U.S. Tips ETF | 0.20% | 1,146,923 | $59.7M | Reduce -6.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 146,543 | $59.6M | Add +1.1% |
| JPM JPMorgan Chase & Co. | 0.18% | 270,909 | $54.8M | Add +2.3% |
| SUSC iShares ESG Aware Usd Corpor | 0.18% | 2,297,518 | $52.2M | Add +11.7% |
| XOM Exxon Mobil Corp. | 0.17% | 434,636 | $50.0M | Add +19.0% |
| NFLX Netflix Inc. | 0.16% | 68,530 | $46.2M | Reduce -0.9% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.15% | 1,439,476 | $44.8M | Add +23.3% |
| COST Costco Wholesale Corp. | 0.15% | 51,680 | $43.9M | Add +0.6% |
| TSLA Tesla Inc. | 0.14% | 215,510 | $42.6M | Add +27.8% |
| V Visa Inc. Class A | 0.13% | 150,062 | $39.4M | Reduce -1.3% |
| MA Mastercard Inc. Class A | 0.13% | 86,974 | $38.4M | Reduce -1.8% |
| AMD Advanced Micro Devices | 0.13% | 233,830 | $37.9M | Add +1.1% |
| USHY iShares Broad Usd High Yield | 0.13% | 1,045,416 | $37.9M | Reduce -3.2% |
| HD Home Depot Inc. | 0.12% | 100,989 | $34.8M | Reduce -0.8% |
| PG The Procter & Gamble Co. | 0.11% | 198,882 | $32.8M | Reduce -1.8% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.11% | 463,011 | $32.4M | Add +42.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.11% | 807,255 | $32.1M | Add +14.2% |
| UNH Unitedhealth Group Inc. | 0.11% | 62,942 | $32.1M | Reduce -8.7% |
| WMT Walmart Inc. | 0.10% | 453,010 | $30.7M | Add +2.9% |
| MRK Merck & Co. Inc. | 0.10% | 240,969 | $29.8M | Reduce -0.4% |
| HYLB Xtrackers Usd High Yield Cor | 0.10% | 824,467 | $29.2M | Add +22.1% |
| FLTR Vaneck Ig Floating Rate ETF | 0.10% | 1,133,732 | $28.9M | Reduce -1.6% |
| GBTC Grayscale Bitcoin Trust ETF | 0.10% | 531,021 | $28.3M | New |
| AMAT Applied Materials Inc. | 0.09% | 118,202 | $27.9M | Add +3.8% |
| NUEM Nuveen ESG Emerging Markets | 0.09% | 965,754 | $27.7M | Add +14.8% |
| INTU Intuit Inc. | 0.08% | 37,741 | $24.8M | Reduce -4.3% |
| ADBE Adobe Inc. | 0.08% | 43,488 | $24.2M | Reduce -6.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.08% | 64,519 | $24.1M | Add +9.6% |
| VTIP Vanguard Short-Term Tips | 0.08% | 492,574 | $23.9M | Add +35.0% |
| IWB iShares Russell 1000 ETF | 0.08% | 80,106 | $23.8M | Add +45.0% |
| XLK SS Technology Select Sector | 0.08% | 105,297 | $23.8M | Add +8.8% |
| CRM Salesforce Inc. | 0.08% | 89,682 | $23.1M | Reduce -8.8% |
| ABBV Abbvie Inc. | 0.08% | 134,109 | $23.0M | Reduce -2.7% |
| ORCL Oracle Corp. | 0.07% | 157,708 | $22.3M | Add +1.5% |
| GBIL Goldman Sachs Access Treasur | 0.07% | 221,460 | $22.2M | Reduce -76.1% |
| T AT&T Inc. | 0.07% | 1,142,031 | $21.8M | Add +3.0% |
| CVX Chevron Corp. | 0.07% | 134,884 | $21.1M | Add +3.0% |
| GE General Electric filed as GE AEROSPACE | 0.07% | 124,000 | $19.7M | Add +2.0% |
| LIN Linde PLC | 0.07% | 44,782 | $19.7M | Add +2.4% |
| QCOM Qualcomm Inc. | 0.07% | 98,427 | $19.6M | Add +9.9% |
| OXY Occidental Petroleum Corp. | 0.07% | 309,730 | $19.5M | Reduce -2.3% |
| CAT Caterpillar Inc. | 0.07% | 58,064 | $19.3M | Add +4.8% |
| NOW ServiceNow Inc. | 0.06% | 23,885 | $18.8M | Reduce -4.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.06% | 39,690 | $18.6M | Reduce -1.8% |
| WFC Wells Fargo & Co. | 0.06% | 310,350 | $18.4M | Add +8.4% |
| VZ Verizon Communications Inc. | 0.06% | 438,613 | $18.1M | Reduce -9.3% |
| ISRG Intuitive Surgical Inc. | 0.06% | 40,373 | $18.0M | Add +1.4% |
| JNJ Johnson & Johnson | 0.06% | 122,125 | $17.8M | Reduce -6.8% |
| SMH Vaneck Semiconductor ETF | 0.06% | 67,561 | $17.6M | Add +9.9% |
| NEE Nextera Energy Inc. | 0.06% | 243,313 | $17.2M | Add +68.7% |
| MPC Marathon Petroleum Corp. | 0.06% | 97,862 | $17.0M | Add +3.2% |
| AMGN Amgen Inc. | 0.06% | 53,502 | $16.7M | Add +5.7% |
| GS Goldman Sachs Group Inc. | 0.06% | 36,856 | $16.7M | Add +11.1% |
| MCD McDonald's Corp. | 0.06% | 65,333 | $16.6M | Reduce -5.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 93,627 | $16.2M | Add +1.3% |
| UBER Uber Technologies Inc. | 0.05% | 219,279 | $15.9M | Add +2.0% |
| PEP Pepsico Inc. | 0.05% | 95,513 | $15.8M | Reduce -4.7% |
Portfolio Sells Q1 2024 → Q2 2024
| VEA Vanguard Ftse Developed ETF | Reduce -2.0% | 8.98% | −0.70 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.7% | 13.46% | −0.38 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.9% | 4.14% | −0.30 |
| GBIL Goldman Sachs Access Treasur | Reduce -76.1% | 0.07% | −0.25 |
| SCHB Schwab US Broad Market ETF | Reduce -3.3% | 4.48% | −0.20 |
| VXF Vanguard Extended Market ETF | Reduce -2.3% | 1.81% | −0.19 |
| SCHD Schwab US DVD Equity ETF | Reduce -3.0% | 1.30% | −0.15 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.6% | 6.00% | −0.06 |
| XLE SS Energy Select Sector | Reduce -3.2% | 0.41% | −0.05 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -7.8% | 0.26% | −0.04 |
| VDE Vanguard Energy ETF | Reduce -0.7% | 0.42% | −0.03 |
| BND Vanguard Total Bond Market | Reduce -4.2% | 0.29% | −0.03 |
| CRM Salesforce Inc. | Reduce -8.8% | 0.08% | −0.03 |
| SBUX Starbucks Corp. | Reduce -56.4% | 0.01% | −0.02 |
| SCHP Schwab U.S. Tips ETF | Reduce -6.9% | 0.20% | −0.02 |
| INTC Intel Corp. | Reduce -38.2% | 0.02% | −0.02 |
| ACN Accenture PLC Class A | Reduce -20.0% | 0.05% | −0.02 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.02 |
| TAP Molson Coors Beverage Co. Class B | Reduce -77.3% | 0.00% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -1.8% | 0.13% | −0.02 |
| HD Home Depot Inc. | Reduce -0.8% | 0.12% | −0.02 |
| GILD Gilead Sciences Inc. | Reduce -34.5% | 0.03% | −0.02 |
| CLX Clorox Company | Reduce -50.6% | 0.01% | −0.02 |
| V Visa Inc. Class A | Reduce -1.3% | 0.13% | −0.02 |
| PFE Pfizer Inc. | Reduce -24.7% | 0.04% | −0.02 |
| DG Dollar General Corp. | Reduce -53.5% | 0.01% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -15.0% | 0.04% | −0.01 |
| WY Weyerhaeuser Co. | Reduce -76.1% | 0.00% | −0.01 |
| COIN Coinbase Global Inc. Class A | Reduce -0.8% | 0.05% | −0.01 |
| JNJ Johnson & Johnson | Reduce -6.8% | 0.06% | −0.01 |
| MCD McDonald's Corp. | Reduce -5.7% | 0.06% | −0.01 |
| VGLT Vanguard Long-Term Treasury | Reduce -13.7% | 0.05% | −0.01 |
| DDOG Datadog Inc. Class A | Reduce -75.2% | 0.00% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -8.7% | 0.11% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -65.0% | 0.00% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -0.4% | 0.10% | −0.01 |
| LW Lamb Weston Holdings Inc. | Reduce -44.8% | 0.01% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -16.1% | 0.04% | −0.01 |
| USHY iShares Broad Usd High Yield | Reduce -3.2% | 0.13% | −0.01 |
| ABBV Abbvie Inc. | Reduce -2.7% | 0.08% | −0.01 |
| CVS CVS Health Corp. | Reduce -32.9% | 0.01% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -9.3% | 0.06% | −0.01 |
| DHI D.R. Horton Inc. | Reduce -3.4% | 0.04% | −0.01 |
| ODFL Old Dominion Freight Line | Reduce -17.1% | 0.02% | −0.01 |
| TEAM Atlassian Corp. Class A | Reduce -76.7% | 0.00% | −0.01 |
| NKE Nike Inc. Class B | Reduce -11.8% | 0.02% | −0.01 |
| PEP Pepsico Inc. | Reduce -4.7% | 0.05% | −0.01 |
| CBOE Cboe Global Markets Inc. | Reduce -35.2% | 0.01% | −0.01 |
| CHRW C.H. Robinson Worldwide Inc. | Sold out | 0.00% | −0.01 |
| EQIX Equinix Inc. | Reduce -34.7% | 0.01% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| ITOT iShares Core S&P Total U.S. | Add +35.3% | 2.77% | +0.70 |
| NVDA Nvidia Corp. | Add +3.6% | 1.57% | +0.42 |
| DGRO iShares Core Dividend Growth | Add +26.4% | 1.84% | +0.31 |
| SHV iShares 0-1 Year Treasury Bo | Add +139.2% | 0.46% | +0.26 |
| SCHF Schwab Intl Equity ETF | Add +9.2% | 6.46% | +0.21 |
| IEMG iShares Core MSCI Emerging | Add +3.2% | 6.67% | +0.19 |
| AAPL Apple Inc. | Add +3.7% | 0.86% | +0.16 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.10% | +0.10 |
| VOO Vanguard S&P 500 ETF | Add +8.7% | 1.02% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +3.6% | 0.34% | +0.06 |
| SJNK SS SPDR BB St Hi Yield ETF | Add +31.5% | 0.23% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +2.3% | 0.29% | +0.05 |
| AVGO Broadcom Inc. | Add +3.7% | 0.24% | +0.04 |
| ESGV Vanguard ESG US Stock ETF | Add +13.3% | 0.35% | +0.04 |
| TSLA Tesla Inc. | Add +27.8% | 0.14% | +0.04 |
| ONEQ Fidelity Nasdaq Comp Indx | Add +42.3% | 0.11% | +0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +5.7% | 5.05% | +0.03 |
| IBIT iShares Bitcoin Trust ETF | New | 0.03% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +12.7% | 0.23% | +0.03 |
| NEE Nextera Energy Inc. | Add +68.7% | 0.06% | +0.03 |
| IWB iShares Russell 1000 ETF | Add +45.0% | 0.08% | +0.02 |
| NUDM Nuveen ESG Intl Devel MRK Eq | Add +23.3% | 0.15% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +6.9% | 0.23% | +0.02 |
| AMZN Amazon.com Inc. | Add +0.7% | 0.58% | +0.02 |
| IP International Paper Co. | Add +78.3% | 0.04% | +0.02 |
| XOM Exxon Mobil Corp. | Add +19.0% | 0.17% | +0.02 |
| VTIP Vanguard Short-Term Tips | Add +35.0% | 0.08% | +0.02 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +10.3% | 0.31% | +0.02 |
| LBRDK Liberty Broadband-C | New | 0.02% | +0.02 |
| COST Costco Wholesale Corp. | Add +0.6% | 0.15% | +0.02 |
| TPL Texas Pacific Land Corp. | Add +123.0% | 0.02% | +0.02 |
| CHTR Charter Communications Inc. Class A | Add +382.8% | 0.02% | +0.02 |
| KEY Keycorp | Add +107.0% | 0.03% | +0.01 |
| BAC Bank of America Corp. | Add +14.2% | 0.11% | +0.01 |
| HYLB Xtrackers Usd High Yield Cor | Add +22.1% | 0.10% | +0.01 |
| ESGE iShares Inc. iShares ESG Awar | Add +4.5% | 0.30% | +0.01 |
| QCOM Qualcomm Inc. | Add +9.9% | 0.07% | +0.01 |
| VGT Vanguard Info Tech ETF | Add +30.4% | 0.05% | +0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +1.7% | 0.73% | +0.01 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +36.1% | 0.04% | +0.01 |
| FITB Fifth Third Bancorp | Add +72.0% | 0.03% | +0.01 |
| NUEM Nuveen ESG Emerging Markets | Add +14.8% | 0.09% | +0.01 |
| SGOV iShares 0-3 Month Treasury B | Add +99.8% | 0.02% | +0.01 |
| AMAT Applied Materials Inc. | Add +3.8% | 0.09% | +0.01 |
| SHY iShares 1-3 Year Treasury Bo | Add +7.0% | 0.42% | +0.01 |
| SMH Vaneck Semiconductor ETF | Add +9.9% | 0.06% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +30.9% | 0.03% | +0.01 |
| WMT Walmart Inc. | Add +2.9% | 0.10% | +0.01 |
| APTV Aptiv Irish Holdings Ltd. | Add +652.3% | 0.01% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +9.6% | 0.08% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,118 | $52.0B | VTI, VEA, IEMG, SCHF, VWO |
| Q1 2026 | 1,075 | $45.6B | VTI, VEA, SCHF, IEMG, VWO |
| Q4 2025 | 1,052 | $44.7B | VTI, VEA, SCHF, IEMG, VWO |
| Q3 2025 | 1,007 | $42.6B | VTI, VEA, VWO, SCHF, IEMG |
| Q2 2025 | 963 | $38.8B | VTI, VEA, SCHF, IEMG, VWO |
| Q1 2025 | 934 | $37.3B | VTI, DGRO, VEA, IEMG, SCHF |
| Q4 2024Amended | 912 | $34.2B | VTI, VEA, IEMG, SCHF, VWO |
| Q3 2024 | 909 | $32.5B | VTI, VEA, IEMG, SCHF, VWO |
| Q2 2024 | 871 | $29.7B | VTI, VEA, IEMG, SCHF, VWO |
| Q1 2024 | 866 | $28.6B | VTI, VEA, IEMG, SCHF, VWO |