WealthNavi Inc. Buys Vanguard FTSE Developed Markets, Vanguard Total Stock Market, Vanguard FTSE Emerging Markets

Apr 20, 2020

Investment company WealthNavi Inc. (Current Portfolio) buys Vanguard FTSE Developed Markets, Vanguard Total Stock Market, Vanguard FTSE Emerging Markets, iShares U.S. Real Estate during the 3-months ended 2020Q1, according to the most recent filings of the investment company, WealthNavi Inc.. As of 2020Q1, WealthNavi Inc. owns 7 stocks with a total value of $1.8 billion. These are the details of the buys and sells.

Added Positions: VEA, VTI, VWO, IYR, TIP, AGG,
Reduced Positions: GLD,

For the details of WealthNavi Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/wealthnavi+inc./current-portfolio/portfolio

These are the top 5 holdings of WealthNavi Inc.

Vanguard Total Stock Market (VTI) - 4,544,325 shares, 32.57% of the total portfolio. Shares added by 21.30%
Vanguard FTSE Developed Markets (VEA) - 14,832,715 shares, 27.50% of the total portfolio. Shares added by 27.00%
iShares Core U.S. Aggregate Bond (AGG) - 2,218,948 shares, 14.23% of the total portfolio. Shares added by 1.84%
Vanguard FTSE Emerging Markets (VWO) - 5,579,968 shares, 10.41% of the total portfolio. Shares added by 29.85%
SPDR Gold Trust (GLD) - 1,037,858 shares, 8.54% of the total portfolio. Shares reduced by 1.99%

Added: Vanguard FTSE Developed Markets (VEA)

WealthNavi Inc. added to a holding in Vanguard FTSE Developed Markets by 27.00%. The purchase prices were between $28.78 and $44.66, with an estimated average price of $40.48. The stock is now traded at around $34.88. The impact to a portfolio due to this purchase was 5.85%. The holding were 14,832,715 shares as of .

Added: Vanguard Total Stock Market (VTI)

WealthNavi Inc. added to a holding in Vanguard Total Stock Market by 21.30%. The purchase prices were between $111.91 and $172.17, with an estimated average price of $155.87. The stock is now traded at around $142.56. The impact to a portfolio due to this purchase was 5.72%. The holding were 4,544,325 shares as of .

Added: Vanguard FTSE Emerging Markets (VWO)

WealthNavi Inc. added to a holding in Vanguard FTSE Emerging Markets by 29.85%. The purchase prices were between $30.46 and $45.91, with an estimated average price of $41.1. The stock is now traded at around $35.66. The impact to a portfolio due to this purchase was 2.39%. The holding were 5,579,968 shares as of .

Added: iShares U.S. Real Estate (IYR)

WealthNavi Inc. added to a holding in iShares U.S. Real Estate by 23.11%. The purchase prices were between $57.29 and $99.32, with an estimated average price of $87.71. The stock is now traded at around $74.60. The impact to a portfolio due to this purchase was 0.87%. The holding were 1,198,614 shares as of .

Here is the complete portfolio of WealthNavi Inc.. Also check out:

1. WealthNavi Inc.'s Undervalued Stocks
2. WealthNavi Inc.'s Top Growth Companies, and
3. WealthNavi Inc.'s High Yield stocks
4. Stocks that WealthNavi Inc. keeps buying

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