Equity and Debt

 C

 
Type Mil USD
Equity 211,362.0
Debt 286,518.0
 

Equity Owners

 C

 
Type Mil USD
Institutions
Mutual Funds
Insiders
 

Owner Activity

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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 2,063 17.82 Premium 3,887 2.53
New Owners Premium 237 55.92 Premium 229 -11.92
Sold Out Premium 163 -8.43 Premium 145 -55.52
# of Owners Buying Premium 735 0.96 Premium 1,223 -6.78
# of Owners Selling Premium 679 14.31 Premium 912 2.01
Total Shares Owned (Mil) Premium 2,393 12.47 Premium 1,119 4.64
Total Shares Bought (Mil) Premium 375 72.31 Premium 60 -19.13
Total Shares Sold (Mil) Premium 155 -29.35 Premium 55 -47.92
Net Share Change (Mil) Premium 220 -10824.56 Premium 5 -116.54

Fund Owners' Style

 C

1,146 2,027 567 Lg
63 50 18 Md
10 4 2 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,146 368,719,871 18,522,443 9,204,406 2.59
Large Blend 2,027 603,684,846 34,790,257 28,993,381 0.97
Large Growth 567 129,557,744 6,447,216 15,605,225 -6.6
Mid Value 63 7,469,522 173,942 69,697 1.42
Mid Blend 50 8,154,882 334,472 486,509 -1.83
Mid Growth 18 1,447,165 171,457 806,878 -30.51
Small Value 10 138,724 -- 2,047 --
Small Blend 4 31,750 11,300 405 52.24
Small Growth 2 6,600 3,000 -- --
Total 3,887 1,119,211,104 60,454,087 55,168,548 0.47
Data displayed as of  09/30/2014

Equity Ownership

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Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 47,113,163 235,992 1.55 0.69 09/30/2014
Vanguard 500 Index Inv Premium 31,474,957 11,637 1.04 0.89 09/30/2014
Vanguard Institutional Index I Premium 30,715,373 -388,737 1.01 0.89 09/30/2014
SPDR® S&P 500 ETF Premium 29,840,040 464,919 0.96 0.89 10/22/2014
Vanguard Windsor™ II Inv Premium 21,833,844 1,449,800 0.72 2.03 06/30/2014
Financial Select Sector SPDR® ETF Premium 19,438,348 186,504 0.63 5.48 10/22/2014
Fidelity Spartan® 500 Index Inv Premium 13,173,585 17,911 0.43 0.85 08/31/2014
Vanguard Wellington™ Inv Premium 12,734,910 0 0.42 0.68 06/30/2014
VA CollegeAmerica Amercn Bal 529E Premium 10,500,000 2,000,000 0.35 0.73 09/30/2014
CREF Stock Premium 10,500,009 642,418 0.35 0.42 08/31/2014
Total: Top 10 funds Premium 227,324,229 4,620,444 7.46

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 73,558,993 299,993 116,999,999 394,999 190,558,992
Vanguard Long Term Investment Grade Fund 165,386,000 -4,359,000 0 -- 165,386,000
iShares iBoxx $ Invst Grade Crp Bond 63,429,000 -- 84,895,000 -- 148,324,000
Vanguard Wellesley Income 77,380,000 -- 64,599,000 -- 141,979,000
PIMCO Total Return Fund 0 78,818,000 141,345,000 78,818,000 141,345,000
Dodge & Cox Income Fund 0 -- 140,345,000 -- 140,345,000
Vanguard Short-Term Investment-Grade 0 -100,000 124,923,000 -100,000 124,923,000
Metropolitan West Total Return Bond Fund 61,134,000 -- 77,041,000 -- 138,175,000
Vanguard Total Bond Market II Index Fund 41,339,000 -- 67,783,000 -- 109,122,000
Total: Top 10 funds 565,551,993 -4,059,007 956,390,999 79,112,999 1,521,942,992
Bond Ownership for Funds only
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Peer Comparison

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Equity Ownership C  
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Market Cap (Mil USD) 155,863 218,380 174,563 ---
# of Institution Owners 2,063 2,825 2,168 ---
# of Fund Owners 3887 4239 2813 ---
% Owned by Institutions 72.56 78.75 62.89 ---
% Owned by Funds 36.87 40.45 29.76 ---
% Owned by Insiders 0.12 0.13 0.03 ---