Wealthfront Advisers LLC Purchases in Q3 2024

Wealthfront Advisers LLC

  • $32.2 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
196K
+ 1.31%
$255.18 - $283.2 $49.9M - $55.4M
15.2M $4.29B
VEA
Vanguard Ftse Developed Market

ETFs
1.24M
+ 2.3%
$47.6 - $53.31 $59.2M - $66.2M
55.2M $2.92B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.39M
+ 3.4%
$41.9 - $48.26 $58.1M - $66.9M
42.2M $2.02B
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.4M
+ 20.29%
$113.41 - $125.62 $159M - $176M
8.33M $1.05B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
677K
+ 1.36%
$36.98 - $41.55 $25M - $28.1M
50.6M $2.08B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.57M
+ 5.24%
$49.93 - $51.15 $78.5M - $80.4M
31.5M $1.61B
DGRO
Ishares Core Dividend Growth E

ETFs
700K
+ 7.38%
$57.47 - $62.76 $40.2M - $44M
10.2M $639M
MUB
Ishares National Muni Bond ETF

ETFs
439K
+ 4.72%
$106.13 - $108.7 $46.6M - $47.7M
9.74M $1.06B
VXF
Vanguard Extended Market ETF

ETFs
81.4K
+ 2.56%
$163.98 - $182.92 $13.3M - $14.9M
3.26M $594M
LQD
Ishares Iboxx $ Investment Gra

ETFs
150K
+ 2.46%
$106.11 - $113.72 $15.9M - $17M
6.25M $707M
IEMG
Ishares Inc

ETFs
862K
+ 2.33%
$53.64 - $53.64 $46.2M - $46.2M
37.9M $2.03B
EMB
Ishares Tr

ETFs
140K
+ 2.46%
$87.75 - $93.74 $12.3M - $13.1M
5.82M $545M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
37.9K
+ 6.28%
$475.2 - $527.7 $18M - $20M
641K $338M
AAPL
Apple Inc.

Technology
18K
+ 1.47%
$207.23 - $234.82 $3.72M - $4.22M
1.24M $288M
SCHO
Schwab Short Term Us Treasury

ETFs
547K
+ 29.16%
$47.93 - $49.06 $26.2M - $26.8M
2.42M $119M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
569K
+ 31.64%
$41.95 - $43.42 $23.9M - $24.7M
2.37M $103M
GBIL
Goldman Sachs Access Treasury

ETFs
215K
+ 96.94%
$99.7 - $100.3 $21.4M - $21.5M
436K $43.7M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
69.3K
+ 4.08%
$113.45 - $126.18 $7.87M - $8.75M
1.77M $223M
TSLA
Tesla, Inc.

Consumer Cyclical
24.1K
+ 11.17%
$191.76 - $263.26 $4.62M - $6.34M
240K $62.7M
META
Meta Platforms, Inc.

Communication Services
678
+ 0.24%
$453.41 - $572.44 $307K - $388K
278K $159M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
230K
+ 8.77%
$32.04 - $37.11 $7.37M - $8.53M
2.85M $104M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
99.2K
+ 9.17%
$91.37 - $101.65 $9.06M - $10.1M
1.18M $120M
VIG
Vanguard Dividend Appreciation

ETFs
82.9K
+ 1.23%
$182.15 - $182.15 $15.1M - $15.1M
6.82M $1.24B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9.2K
+ 6.28%
$405.19 - $478.57 $3.73M - $4.4M
156K $71.7M
FLRN
Spdr Bloomberg Investment Grad

ETFs
383K
+ 12.72%
$30.55 - $30.85 $11.7M - $11.8M
3.39M $105M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
61.6K
+ 5.56%
$75.63 - $84.89 $4.66M - $5.23M
1.17M $98.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
86K
+ 7.3%
$71.45 - $75.64 $6.15M - $6.51M
1.26M $95M
SPY
Spdr S&P 500 ETF Trust

ETFs
10.1K
+ 7.95%
$517.38 - $573.86 $5.24M - $5.82M
138K $78.9M
UNH
Unitedhealth Group Inc

Healthcare
7.39K
+ 11.73%
$488.01 - $604.18 $3.6M - $4.46M
70.3K $41.1M
HD
Home Depot, Inc.

Consumer Cyclical
3.62K
+ 3.58%
$333.64 - $405.2 $1.21M - $1.47M
105K $42.4M
AVGO
Broadcom Inc.

Technology
407K
+ 925.44%
$136.27 - $1745.86 $55.5M - $711M
451K $77.8M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
88.4K
+ 19.09%
$63.74 - $73.47 $5.63M - $6.49M
551K $39.5M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
142K
+ 13.63%
$36.06 - $37.66 $5.14M - $5.37M
1.19M $44.7M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
264K
+ 23.29%
$25.19 - $25.5 $6.65M - $6.73M
1.4M $35.6M
WMT
Walmart Inc.

Consumer Defensive
9.49K
+ 2.09%
$66.91 - $81.4 $635K - $772K
462K $37.3M
NUDM
Nuveen Esg International Devel

ETFs
83.6K
+ 5.8%
$30.15 - $34.01 $2.52M - $2.84M
1.52M $51.3M
IWB
Ishares Tr Russell 1000 ETF

ETFs
16.2K
+ 20.17%
$283.28 - $314.39 $4.58M - $5.08M
96.3K $30.3M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
853K
+ 204.06%
$8.26 - $12.16 $7.05M - $10.4M
1.27M $11.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
9.78K
+ 6.81%
$434.77 - $502.96 $4.25M - $4.92M
153K $74.9M
SCHP
Schwab Strategic Us Tips ETF

ETFs
74.1K
+ 6.46%
$51.58 - $53.79 $3.82M - $3.99M
1.22M $65.5M
JNJ
Johnson & Johnson

Healthcare
22.2K
+ 18.18%
$145.48 - $167.38 $3.23M - $3.72M
144K $23.4M
ORCL
Oracle Corp

Technology
4.81K
+ 3.05%
$125.9 - $170.35 $605K - $819K
163K $27.7M
ES
Eversource Energy

Utilities
75.6K
+ 344.83%
$56.52 - $68.38 $4.27M - $5.17M
97.6K $6.64M
PLTR
Palantir Technologies Inc.

Technology
12.2K
+ 3.0%
$24.09 - $37.95 $293K - $461K
418K $15.5M
PNC
Pnc Financial Services Group, Inc.

Financial Services
21.4K
+ 48.89%
$156.14 - $187.2 $3.34M - $4M
65.1K $12M
BX
Blackstone Inc.

Financial Services
25.7K
+ 71.9%
$120.77 - $159.66 $3.1M - $4.1M
61.3K $9.39M
IBM
International Business Machines Corp

Technology
1.95K
+ 2.08%
$175.1 - $223.38 $342K - $436K
95.6K $21.1M
LMT
Lockheed Martin Corp

Industrials
3.94K
+ 17.91%
$460.3 - $584.56 $1.81M - $2.3M
25.9K $15.1M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
92.9K
+ 4.04%
$22.51 - $23.92 $2.09M - $2.22M
2.39M $56.9M
Activity Summary
Buys All Purchases 585 New Holdings 50 Increased Positions 535 Sells All Sells 324 Reductions 324 Sold out 0 Options Calls 0 Puts 0
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