Equity and Debt

 C

 
Type Mil USD
Equity 212,272.0
Debt 288,680.0
 

Equity Owners

 C

 
Type Mil USD
Institutions
Mutual Funds
Insiders
 

Owner Activity

 C

Institutions Funds
Name Ownership Trend
Previous 8 Qtrs
Current % Chg from
Prev Qtr
Ownership Trend
Previous 8 Qtrs
Current % Chg from
Prev Qtr
Total Owners Premium 2,095 21.10 Premium 3,819 7.85
New Owners Premium 253 155.56 Premium 167 25.56
Sold Out Premium 137 -2.84 Premium 238 -47.23
# of Owners Buying Premium 727 12.54 Premium 1,054 -1.95
# of Owners Selling Premium 692 8.46 Premium 1,073 9.60
Total Shares Owned (Mil) Premium 2,453 15.25 Premium 1,163 8.10
Total Shares Bought (Mil) Premium 380 141.91 Premium 63 -3.45
Total Shares Sold (Mil) Premium 100 -37.27 Premium 45 -42.38
Net Share Change (Mil) Premium 279 -9416.90 Premium 17 -223.27

Fund Owners' Style

 C

1,020 1,984 665 Lg
60 59 16 Md
7 4 4 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,020 389,682,074 11,976,533 12,453,820 -0.12
Large Blend 1,984 579,978,596 22,172,879 22,223,060 -0.01
Large Growth 665 178,063,829 27,834,372 10,011,804 11.12
Mid Value 60 5,448,004 181,179 142,704 0.71
Mid Blend 59 9,097,260 419,029 208,498 2.37
Mid Growth 16 992,846 90,665 229,771 -12.29
Small Value 7 77,043 -- 49,831 --
Small Blend 4 25,000 10,000 24,405 -36.56
Small Growth 4 38,661 21,249 600 114.64
Total 3,819 1,163,403,313 62,705,906 45,344,493 1.51
Data displayed as of  11/30/2014

Equity Ownership

 C

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 48,009,921 125,507 1.58 0.68 11/30/2014
Vanguard 500 Index Inv Premium 32,398,726 408,321 1.07 0.88 11/30/2014
SPDR® S&P 500 ETF Premium 31,687,890 307,519 1.02 0.88 12/17/2014
Vanguard Institutional Index I Premium 30,761,739 44,960 1.02 0.89 11/30/2014
Vanguard Windsor™ II Inv Premium 21,162,544 -671,300 0.70 2.2 09/30/2014
Financial Select Sector SPDR® ETF Premium 20,793,996 -68,656 0.67 5.32 12/17/2014
Fidelity Spartan® 500 Index Inv Premium 13,676,661 402,836 0.45 0.88 10/31/2014
Vanguard Wellington™ Inv Premium 12,734,910 0 0.42 0.76 09/30/2014
Fidelity® Contrafund® Premium 11,110,645 3,127,917 0.37 0.54 10/31/2014
CREF Stock Premium 10,693,433 5,160 0.35 0.46 10/31/2014
Total: Top 10 funds Premium 233,030,465 3,682,264 7.65

Bond Ownership

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Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Vanguard Wellington™ 83,325,000 -- 138,460,000 -- 221,785,000
Vanguard Total Bond Market Index Fund 81,709,000 8,150,007 119,200,000 2,200,001 200,909,000
Vanguard Long Term Investment Grade Fund 162,185,000 -3,201,000 0 -- 162,185,000
iShares iBoxx $ Invst Grade Crp Bond 68,587,000 -- 81,395,000 -- 149,982,000
Vanguard Wellesley Income 77,380,000 -- 64,599,000 -- 141,979,000
Dodge & Cox Income Fund 0 -- 140,345,000 -- 140,345,000
Vanguard Total Bond Market II Index Fund 43,689,000 2,350,000 67,783,000 -- 111,472,000
Metropolitan West Total Return Bond Fund 61,134,000 -- 62,732,000 -- 123,866,000
Vanguard Short-Term Investment-Grade 0 -17,043,000 107,880,000 -17,043,000 107,880,000
Loomis Sayles Bond Fund 64,070,000 -- 24,080,000 -- 88,150,000
Total: Top 10 funds 642,079,000 7,299,007 806,474,000 -14,842,999 1,448,553,000
Bond Ownership for Funds only
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Peer Comparison

 C

Equity Ownership C  
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Market Cap (Mil USD) 163,895 229,824 184,353 ---
# of Institution Owners 2,095 2,840 2,183 ---
# of Fund Owners 3819 4204 2808 ---
% Owned by Institutions 74.59 79.40 63.80 ---
% Owned by Funds 38.33 41.00 30.45 ---
% Owned by Insiders 0.12 0.13 0.03 ---