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Institutional Investment Manager
Commonwealth Equity Services, Inc
Commonwealth Equity Services, Inc (CIK: 0001333978) incorporated in Massachusetts, located at 29 Sawyer Road, Waltham, MA. Institutional holdings reported to the SEC.
Institutional Holdings (2015Q1)
Original 13F HR (0001333978-15-000005) filed in 2015.04.28
#
Name
Shares
Value ($)
%
Options
Notes
2001 VANGUARD INDEX FDS 745,639 79,970 0.83%
2002 VANGUARD INDEX FDS 52,538 4,858 0.05%
2003 VANGUARD INDEX FDS 736,072 77,000 0.80%
2004 VANGUARD INDEX FDS 278,648 26,527 0.28%
2005 VANGUARD INDEX FDS 128,662 13,898 0.14%
2006 VANGUARD INDEX FDS 192,887 17,728 0.18%
2007 VANGUARD INDEX FDS 271,856 36,075 0.37%
2008 VANGUARD INDEX FDS 901,039 75,967 0.79%
2009 VANGUARD INDEX FDS 189,154 20,693 0.21%
2010 VANGUARD INDEX FDS 286,182 54,146 0.56%
2011 VANGUARD INDEX FDS 387,246 47,461 0.49%
2012 VANGUARD INDEX FDS 97,570 12,858 0.13%
2013 VANGUARD INDEX FDS 555,884 46,527 0.48%
2014 VANGUARD INTL EQUITY INDEX F 22,899 1,403 0.01%
2015 VANGUARD INTL EQUITY INDEX F 117,963 7,265 0.08%
2016 VANGUARD INTL EQUITY INDEX F 26,050 1,466 0.02%
2017 VANGUARD INTL EQUITY INDEX F 96,350 5,224 0.05%
2018 VANGUARD INTL EQUITY INDEX F 87,614 8,697 0.09%
2019 VANGUARD INTL EQUITY INDEX F 732,947 35,717 0.37%
2020 VANGUARD INTL EQUITY INDEX F 2,099,530 85,808 0.89%
2021 VANGUARD LONG TERM BOND ETF 2,834 273 0.00%
2022 VANGUARD MALVERN FDS 15,991 775 0.01%
2023 VANGUARD SCOTTSDALE FDS 12,851 1,280 0.01%
2024 VANGUARD SCOTTSDALE FDS 27,958 2,838 0.03%
2025 VANGUARD SCOTTSDALE FDS 18,745 1,795 0.02%
2026 VANGUARD SCOTTSDALE FDS 14,346 1,582 0.02%
2027 VANGUARD SCOTTSDALE FDS 17,446 1,567 0.02%
2028 VANGUARD SCOTTSDALE FDS 42,146 3,696 0.04%
2029 VANGUARD SCOTTSDALE FDS 14,882 974 0.01%
2030 VANGUARD SCOTTSDALE FDS 4,388 234 0.00%
2031 VANGUARD SCOTTSDALE FDS 194,718 15,618 0.16%
2032 VANGUARD SCOTTSDALE FDS 15,476 946 0.01%
2033 VANGUARD SPECIALIZED PORTFOL 960,163 77,264 0.80%
2034 VANGUARD STAR FDS 108,956 5,486 0.06%
2035 VANGUARD TAX-MANAGED FDS 4,607,833 183,530 1.91%
2036 VANGUARD WHITEHALL FDS 596,872 40,766 0.42%
2037 VANGUARD WORLD FD 62,372 6,043 0.06%
2038 VANGUARD WORLD FD 2,107 273 0.00%
2039 VANGUARD WORLD FD 95,647 6,730 0.07%
2040 VANGUARD WORLD FD 16,347 977 0.01%
2041 VANGUARD WORLD FD 163,092 13,592 0.14%
2042 VANGUARD WORLD FD 105,962 11,579 0.12%
2043 VANGUARD WORLD FD 92,778 12,573 0.13%
2044 VANGUARD WORLD FD 90,102 9,598 0.10%
2045 VANGUARD WORLD FDS 7,255 787 0.01%
2046 VANGUARD WORLD FDS 15,477 1,661 0.02%
2047 VANGUARD WORLD FDS 29,193 3,576 0.04%
2048 VANGUARD WORLD FDS 141,125 17,921 0.19%
2049 VANGUARD WORLD FDS 10,629 919 0.01%
2050 VANGUARD WORLD FDS 54,902 2,706 0.03%
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