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WealthNavi Inc.

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

WealthNavi Inc. reported $9,928,689,000 across 10 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-18.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-25-068814

Period
2025-06-30
Reported value
$9.93B
Holdings
10
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VTIadded+895,647$272M
IVVadded+68,041$42.2M
IAUadded+521,530$32.5M
IAGGadded+387,795$19.8M
IYRadded+198,229$18.8M

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
VEAreduced-1,541,828-$87.9M
VWOreduced-1,169,682-$57.9M
AGGreduced-328,322-$32.6M
GLDreduced-103,089-$31.4M
TIPreduced-32,923-$3.62M

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, Q2 2025

Share positions as resolved from 13F-HR 0001104659-25-068814, largest first. % of portfolio is the value over $9,928,689,000, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,372,065 shares; 2024Q4: 11,111,500 shares; 2025Q1: 11,457,212 shares; 2025Q2: 12,352,859 shares 12,352,859$3.75B37.81%+895,647Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,095,601 shares; 2024Q4: 49,426,996 shares; 2025Q1: 49,789,539 shares; 2025Q2: 48,247,711 shares 48,247,711$2.75B27.7%-1,541,828Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,862,677 shares; 2024Q4: 10,070,637 shares; 2025Q1: 10,341,692 shares; 2025Q2: 10,013,370 shares 10,013,370$993M10%-328,322Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,080,266 shares; 2024Q4: 16,165,516 shares; 2025Q1: 16,822,932 shares; 2025Q2: 15,653,250 shares 15,653,250$774M7.8%-1,169,682Timeline
IYRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,387,956 shares; 2024Q4: 4,456,004 shares; 2025Q1: 4,696,857 shares; 2025Q2: 4,895,086 shares 4,895,086$464M4.67%+198,229Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,782,790 shares; 2024Q4: 5,924,001 shares; 2025Q1: 6,049,600 shares; 2025Q2: 6,571,130 shares 6,571,130$410M4.13%+521,530Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,534 shares; 2024Q4: 283,584 shares; 2025Q1: 362,456 shares; 2025Q2: 430,497 shares 430,497$267M2.69%+68,041Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,037,738 shares; 2024Q4: 982,798 shares; 2025Q1: 880,806 shares; 2025Q2: 777,717 shares 777,717$237M2.39%-103,089Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,092,315 shares; 2024Q4: 2,557,308 shares; 2025Q1: 3,408,794 shares; 2025Q2: 3,796,589 shares 3,796,589$194M1.95%+387,795Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 884,044 shares; 2024Q4: 841,524 shares; 2025Q1: 797,453 shares; 2025Q2: 764,530 shares 764,530$84.1M0.85%-32,923Timeline

How Q2 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 0001104659-25-068814 base2025-07-18acceptance time not in the bulk data set