Ownership history in COMMONWEALTH EQUITY SERVICES, LLC Β· 33 quarters on record
This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, LLC reported a position in VANGUARD INDEX FDS (VTI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π COMMONWEALTH EQUITY SERVICES, LLC underperformed the S&P 500 by β0.5% annually on this VTI position. Timing score: 55% (17/31 decisions correct). Average cost basis: $190.32. Maximum drawdown during holding period: β24.8%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
31 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
17 of 31 add/trim decisions correct
Best entry: $114.65 (2018 Q4) Β· Worst: $327.24 (2025 Q3)
πͺ Held through 2 major drawdowns (>20%).
22 adds Β· 11 trims. Bought during 6 of 8 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.04% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size