WEALTHFRONT CORP Historic Quarter Change: USA ETF, Added, 2014 Q2

WEALTHFRONT CORP historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2014-03-31 to 2016-09-30, WEALTHFRONT CORP opened 439 positions, added to 204, reduced 97 and sold out of 451.

Q2 2014: Stock VTI; Country of operation —; Class Common; Shares before 2,108,051.
Q2 2014: Stock VWO; Country of operation —; Class Common; Shares before 3,276,296.
Q2 2014: Stock VEA; Country of operation —; Class Common; Shares before 3,744,207.
Q2 2014: Stock MUB; Country of operation —; Class Common; Shares before 837,391.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1524566), 10 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-17); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-18); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-17); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-18); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-18); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-14); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-17); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-14); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2014-03-31.

Quarter	Stock	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q2 2014	VTI VANGUARD INDEX	Common	2,108,051	2,689,567	+581,516	$207,074,000	$276,972,000	+$69,898,000	2014-07-24
Q2 2014	VWO VANGUARD FTSE E	Common	3,276,296	4,522,930	+1,246,634	$134,230,000	$199,054,000	+$64,824,000	2014-07-24
Q2 2014	VEA VANGUARD TAX MA	Common	3,744,207	5,092,678	+1,348,471	$155,647,000	$219,443,000	+$63,796,000	2014-07-24
Q2 2014	MUB ISHARES NATIONA	Common	837,391	1,196,197	+358,806	$89,258,000	$129,106,000	+$39,848,000	2014-07-24
Q2 2014	VXF VANGUARD INDEX	Common	125,341	207,579	+82,238	$10,777,000	$18,391,000	+$7,614,000	2014-07-24
Q2 2014	VNQ VANGUARD SECTOR	Common	314,502	398,983	+84,481	$22,311,000	$29,776,000	+$7,465,000	2014-07-24
Q2 2014	LQD ISHARES IBOXX $	Common	123,861	168,669	+44,808	$14,406,000	$19,891,000	+$5,485,000	2014-07-24
Q2 2014	EMB ISHARES J P MOR	Common	80,895	110,026	+29,131	$9,030,000	$12,597,000	+$3,567,000	2014-07-24
Q2 2014	SCHP SCHWAB STRATEGI	Common	40,329	70,112	+29,783	$2,170,000	$3,860,000	+$1,690,000	2014-07-24
Q2 2014	VDE VANGUARD SECTOR	Common	26	66	+40	$3,000	$10,000	+$7,000	2014-07-24

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