Ownership history in Wealthfront Advisers LLC Β· 29 quarters on record
This page tracks every 13F SEC filing in which Wealthfront Advisers LLC reported a position in VANGUARD INDEX FDS (VB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Wealthfront Advisers LLC underperformed the S&P 500 by β3.9% annually on this VB position. Timing score: 64% (18/28 decisions correct). Average cost basis: $191.19. Maximum drawdown during holding period: β30.1%.
β οΈ Trailed SPY by 3.9% ann. on this position.
28 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
18 of 28 add/trim decisions correct
Best entry: $106.20 (2020 Q1) Β· Worst: $257.95 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
22 adds Β· 7 trims. Bought during 8 of 9 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Wealthfront Advisers LLC has been actively increasing its VB allocation β a bullish signal from insiders.
Currently 0.9% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size