Major Shareholders 

BBT

Name Shares
Held
% Total
Shares Held
Shares
Change
% Chg from
Prior Port
% Total
Assets
Date of
Portfolio
Star Rating
Vanguard Total Stock Mkt Idx 18,009,742 2.22 226,776 1.28 0.14 03/31/2017
Dodge & Cox Stock 13,100,144 1.61 85,000 0.65 0.9 03/31/2017
Vanguard 500 Index Inv 12,342,226 1.52 165,724 1.36 0.18 03/31/2017
First Eagle Global A 10,500,485 1.30 0 0.00 0.96 02/28/2017
Delaware Value® A 9,559,423 1.18 -120,700 -1.25 3.1 02/28/2017
VA CollegeAmerica Cap Inc Bldr 529E 9,910,800 1.22 2,438,427 32.63 0.44 03/31/2017
SPDR® S&P 500 ETF 9,406,885 1.14 9,406,885 New 0.17 04/26/2017
Vanguard Institutional Index I 8,836,845 1.09 -99,967 -1.12 0.18 03/31/2017
Financial Select Sector SPDR® ETF 6,468,693 0.78 6,468,693 New 1.21 04/27/2017
VA CollegeAmerica Cap World G/I 529E 5,493,420 0.68 2,613,000 90.72 0.31 03/31/2017
Fidelity Spartan® 500 Index Inv 4,626,731 0.57 39,209 0.85 0.19 02/28/2017
VA CollegeAmerica Amercn Mutual 529E 4,690,000 0.58 -410,000 -8.04 0.5 03/31/2017
JPMorgan Equity Income Select 4,169,128 0.52 0 0.00 1.38 02/28/2017
Vanguard Value Index Inv 4,033,455 0.50 24,426 0.61 0.33 03/31/2017
American Funds NVIT Growth-Income II 3,838,135 0.47 1,104,026 40.38 0.67 03/31/2017
VA CollegeAmerica Amcap 529F 3,500,000 0.43 0 0.00 0.31 03/31/2017
Vanguard Wellesley Income 2,524,200 0.31 2,524,200 New 0.24 12/31/2016
iShares Russell 1000 Value 2,685,851 0.32 7,488 0.28 0.31 04/27/2017
American Century Mid Cap Value Inv 2,460,242 0.30 -36,660 -1.47 1.31 12/31/2016
iShares Select Dividend 2,213,107 0.27 0 0.00 0.56 04/27/2017