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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 (2015Q4)
Original 13F HR (0001333978-16-000012) filed in 2016.01.19
#
Name
Shares
Value ($)
%
Options
Notes
2001 VANGUARD DIVIDEND 985,586 76,639 0.73%
2002 VANGUARD HIGH 697,991 46,591 0.44%
2003 VANGUARD INDEX FDS 220,542 21,990 0.21%
2004 VANGUARD INDEX FDS 909,835 96,797 0.92%
2005 VANGUARD INDEX FDS 236,796 23,388 0.22%
2006 VANGUARD INDEX FDS 314,778 29,432 0.28%
2007 VANGUARD INDEX FDS 57,594 4,826 0.05%
2008 VANGUARD INDEX FDS 414,933 45,908 0.43%
2009 VANGUARD INDEX FDS 117,602 14,282 0.14%
2010 VANGUARD INDEX FDS 1,079,786 86,091 0.82%
2011 VANGUARD INDEX FDS 843,469 68,760 0.65%
2012 VANGUARD INTL EQUITY INDEX F 93,185 4,762 0.05%
2013 VANGUARD INTL EQUITY INDEX F 2,583,396 84,503 0.80%
2014 VANGUARD INTL EQUITY INDEX F 202,813 10,116 0.10%
2015 VANGUARD INTL EQUITY INDEX F 22,550 1,278 0.01%
2016 VANGUARD INTL EQUITY INDEX F 722,914 31,382 0.30%
2017 VANGUARD INTL EQUITY INDEX FDSFTSE ALL W 381,632 35,442 0.34%
2018 VANGUARD MALVERN FDS 26,725 1,292 0.01%
2019 VANGUARD MID-CAP VALUE INDEX FUND 208,757 17,943 0.17%
2020 VANGUARD S&P 500 ETF 413,094 77,220 0.73%
2021 VANGUARD SCOTTSDALE FDS 22,498 2,106 0.02%
2022 VANGUARD SCOTTSDALE FDS 20,107 1,222 0.01%
2023 VANGUARD SCOTTSDALE FDS 34,818 2,982 0.03%
2024 VANGUARD SCOTTSDALE FDS 70,193 4,523 0.04%
2025 VANGUARD SCOTTSDALE FDS 14,389 1,298 0.01%
2026 VANGUARD SCOTTSDALE FDS 14,855 1,516 0.01%
2027 VANGUARD SCOTTSDALE FDS 17,972 1,433 0.01%
2028 VANGUARD SCOTTSDALE FDS 34,674 3,537 0.03%
2029 VANGUARD SCOTTSDALE FDS 4,883 257 0.00%
2030 VANGUARD SHORT 310,803 24,731 0.23%
2031 VANGUARD STAR FD 352,815 15,915 0.15%
2032 VANGUARD TAX MANAGED INTL FD 6,098,431 223,934 2.12%
2033 VANGUARD TOTAL WORLD STOCK ETF 192,196 11,074 0.10%
2034 VANGUARD WORLD FD 170,858 14,188 0.13%
2035 VANGUARD WORLD FD 17,884 1,056 0.01%
2036 VANGUARD WORLD FD 113,240 7,900 0.07%
2037 VANGUARD WORLD FDS 16,871 1,704 0.02%
2038 VANGUARD WORLD FDS 33,540 4,110 0.04%
2039 VANGUARD WORLD FDS 144,072 18,595 0.18%
2040 VANGUARD WORLD FDS 122,890 10,215 0.10%
2041 VANGUARD WORLD FDS 82,996 4,021 0.04%
2042 VANGUARD WORLD FDS 122,236 16,243 0.15%
2043 VANGUARD WORLD FDS 84,887 9,192 0.09%
2044 VANGUARD WORLD FDS 6,921 652 0.01%
2045 VANGUARD WORLD FDS 8,489 712 0.01%
2046 VANGUARD WORLD FDS 79,636 7,480 0.07%
2047 VARIAN MED SYS INC 11,626 939 0.01%
2048 VCA INC 22,410 1,233 0.01%
2049 VECTOR GROUP LTD 66,459 1,568 0.01%
2050 VECTREN CORP 9,074 385 0.00%
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