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WealthNavi Inc.

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13F filer, CIK 1774552, Shinagawa-ku, TOKYO, Japan

WealthNavi Inc. reported $8,986,970,000 across 10 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-25-034358

Period
2025-03-31
Reported value
$8.99B
Holdings
10
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VTIadded+345,712$95M
IVVadded+78,872$44.3M
IAGGadded+851,486$42.6M
VWOadded+657,416$29.8M
AGGadded+271,055$26.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GLDreduced-101,992-$29.4M
TIPreduced-44,071-$4.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001104659-25-034358, largest first. % of portfolio is the value over $8,986,970,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,372,065 shares; 2024Q4: 11,111,500 shares; 2025Q1: 11,457,212 shares 11,457,212$3.15B35.04%+345,712Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,095,601 shares; 2024Q4: 49,426,996 shares; 2025Q1: 49,789,539 shares 49,789,539$2.53B28.16%+362,543Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,862,677 shares; 2024Q4: 10,070,637 shares; 2025Q1: 10,341,692 shares 10,341,692$1.02B11.38%+271,055Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,080,266 shares; 2024Q4: 16,165,516 shares; 2025Q1: 16,822,932 shares 16,822,932$761M8.47%+657,416Timeline
IYRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,387,956 shares; 2024Q4: 4,456,004 shares; 2025Q1: 4,696,857 shares 4,696,857$450M5%+240,853Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,782,790 shares; 2024Q4: 5,924,001 shares; 2025Q1: 6,049,600 shares 6,049,600$357M3.97%+125,599Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,037,738 shares; 2024Q4: 982,798 shares; 2025Q1: 880,806 shares 880,806$254M2.82%-101,992Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,534 shares; 2024Q4: 283,584 shares; 2025Q1: 362,456 shares 362,456$204M2.27%+78,872Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,092,315 shares; 2024Q4: 2,557,308 shares; 2025Q1: 3,408,794 shares 3,408,794$170M1.9%+851,486Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 884,044 shares; 2024Q4: 841,524 shares; 2025Q1: 797,453 shares 797,453$88.6M0.99%-44,071Timeline

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001104659-25-034358 base2025-04-14acceptance time not in the bulk data set