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 2,102 21.36 Premium 3,789 6.76
New Owners Premium 264 164.00 Premium 219 63.43
Sold Out Premium 126 -11.27 Premium 150 -66.96
# of Owners Buying Premium 726 12.38 Premium 1,053 -2.95
# of Owners Selling Premium 703 9.50 Premium 1,058 8.40
Total Shares Owned (Mil) Premium 2,417 13.56 Premium 1,173 8.62
Total Shares Bought (Mil) Premium 362 130.67 Premium 51 -21.87
Total Shares Sold (Mil) Premium 115 -28.05 Premium 35 -55.80
Net Share Change (Mil) Premium 247 -8510.29 Premium 16 -219.48

Fund Owners' Style

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1,024 2,005 620 Lg
69 50 9 Md
7 5 -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,024 395,142,906 10,024,353 11,438,438 -0.36
Large Blend 2,005 594,168,103 18,432,628 14,288,084 0.7
Large Growth 620 164,787,838 21,597,706 8,643,122 8.53
Mid Value 69 11,151,435 460,554 49,662 3.83
Mid Blend 50 6,774,347 357,139 343,264 0.21
Mid Growth 9 525,529 107,970 49,834 12.44
Small Value 7 104,883 20,403 -- --
Small Blend 5 31,000 10,000 24,000 -31.11
Small Growth -- -- -- -- --
Total 3,789 1,172,686,041 51,010,753 34,836,404 1.4
Data displayed as of  12/31/2014

Equity Ownership

 C

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 48,500,022 490,101 1.60 0.69 12/31/2014
Vanguard 500 Index Inv Premium 32,862,193 463,467 1.08 0.89 12/31/2014
Vanguard Institutional Index I Premium 30,984,241 222,502 1.02 0.89 12/31/2014
SPDR® S&P 500 ETF Premium 31,306,764 -472,285 0.91 0.8 01/29/2015
Vanguard Windsor™ II Inv Premium 21,162,544 -671,300 0.70 2.2 09/30/2014
Financial Select Sector SPDR® ETF Premium 18,967,355 -356,048 0.55 5.01 01/29/2015
Fidelity Spartan® 500 Index Inv Premium 13,905,184 211,726 0.46 0.87 12/31/2014
Vanguard Wellington™ Inv Premium 12,734,910 0 0.42 0.76 09/30/2014
Fidelity® Contrafund® Premium 11,067,226 -43,419 0.37 0.54 11/30/2014
CREF Stock Premium 11,028,917 335,484 0.36 0.47 11/30/2014
Total: Top 10 funds Premium 232,519,356 180,228 7.47

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 83,959,000 2,050,000 121,789,000 2,339,000 205,748,000
Vanguard Long Term Investment Grade Fund 162,185,000 -3,201,000 0 -- 162,185,000
iShares iBoxx $ Invst Grade Crp Bond 70,737,000 -1,200,000 67,102,000 -- 137,839,000
Vanguard Wellesley Income 77,380,000 -- 54,500,000 -- 131,880,000
Dodge & Cox Income Fund 0 -- 140,345,000 -- 140,345,000
Vanguard Total Bond Market II Index Fund 44,689,000 1,000,000 67,783,000 -- 112,472,000
Metropolitan West Total Return Bond Fund 61,134,000 -- 62,732,000 -- 123,866,000
Loomis Sayles Bond Fund 64,070,000 -- 24,080,000 -- 88,150,000
Vanguard Short-Term Investment-Grade 0 -17,043,000 89,697,000 -17,043,000 89,697,000
Total: Top 10 funds 647,479,000 -1,351,000 766,488,000 -14,704,000 1,413,967,000
Bond Ownership for Funds only
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Peer Comparison

 C

Equity Ownership C  
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Market Cap (Mil USD) 142,234 203,283 159,324 ---
# of Institution Owners 2,102 2,830 2,203 ---
# of Fund Owners 3789 4178 2941 ---
% Owned by Institutions 73.41 78.34 63.25 ---
% Owned by Funds 38.36 40.27 30.24 ---
% Owned by Insiders 0.12 0.16 0.03 ---