Equity and Debt

 C

 
Type Mil USD
Equity 210,534.0
Debt 281,415.0
 

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 2,200 26.51 Premium 3,816 7.46
New Owners Premium 314 143.41 Premium 244 34.07
Sold Out Premium 114 26.67 Premium 166 -8.79
# of Owners Buying Premium 757 16.10 Premium 1,086 9.26
# of Owners Selling Premium 713 17.46 Premium 994 8.63
Total Shares Owned (Mil) Premium 2,556 17.27 Premium 1,215 6.47
Total Shares Bought (Mil) Premium 415 160.96 Premium 78 48.17
Total Shares Sold (Mil) Premium 129 30.69 Premium 45 32.57
Net Share Change (Mil) Premium 286 373.77 Premium 33 76.14

Fund Owners' Style

 C

1,030 2,057 580 Lg
69 56 14 Md
6 3 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,030 395,719,011 17,174,547 14,109,813 0.78
Large Blend 2,057 641,856,676 54,712,303 18,536,392 5.97
Large Growth 580 156,743,819 5,461,717 11,599,984 -3.77
Mid Value 69 12,166,217 675,236 120,804 4.77
Mid Blend 56 7,343,438 291,742 591,048 -3.92
Mid Growth 14 744,809 68,030 39,844 3.93
Small Value 6 108,763 20,403 2,000 20.37
Small Blend 3 25,900 -- -- --
Small Growth 1 6,000 -- -- --
Total 3,816 1,214,714,633 78,403,978 44,999,885 2.83
Data displayed as of  02/28/2015

Equity Ownership

 C

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 50,154,653 553,375 1.65 0.65 02/28/2015
Vanguard 500 Index Inv Premium 33,743,060 357,251 1.11 0.85 02/28/2015
Vanguard Institutional Index I Premium 31,585,631 163,490 1.04 0.85 02/28/2015
SPDR® S&P 500 ETF Premium 31,496,237 -654,930 1.01 0.85 03/26/2015
Vanguard Windsor™ II Inv Premium 21,153,544 -9,000 0.70 2.26 12/31/2014
Financial Select Sector SPDR® ETF Premium 18,321,133 13,552 0.59 5.24 03/26/2015
Vanguard Wellington™ Inv Premium 12,813,360 78,450 0.42 0.78 12/31/2014
Fidelity Spartan® 500 Index Inv Premium 14,106,518 201,334 0.46 0.79 01/31/2015
Invesco Comstock A Premium 10,908,018 0 0.36 4.38 12/31/2014
Vanguard Value Index Inv Premium 10,438,303 100,020 0.34 1.45 02/28/2015
Total: Top 10 funds Premium 234,720,457 803,542 7.68

Bond Ownership

 C

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 -- 113,919,000 -- 197,878,000
Vanguard Long Term Investment Grade Fund 161,040,000 -1,145,000 0 -- 161,040,000
iShares iBoxx $ Invst Grade Crp Bond 70,437,000 -- 53,102,000 -- 123,539,000
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 -- 62,233,000 -- 106,922,000
Metropolitan West Total Return Bond Fund 61,134,000 -- 62,732,000 -- 123,866,000
Vanguard Short-Term Investment-Grade 0 9,760,000 99,457,000 9,760,000 99,457,000
Loomis Sayles Bond Fund 64,070,000 -- 24,080,000 -- 88,150,000
Total: Top 10 funds 646,034,000 -1,145,000 748,828,000 9,760,000 1,394,862,000
Bond Ownership for Funds only
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Peer Comparison

 C

Equity Ownership C  
Go
 
Go
 
Go
Market Cap (Mil USD) 155,303 221,984 162,212 ---
# of Institution Owners 2,200 2,934 2,300 ---
# of Fund Owners 3816 4158 2989 ---
% Owned by Institutions 77.62 81.51 67.19 ---
% Owned by Funds 39.75 41.40 31.20 ---
% Owned by Insiders 0.13 0.15 0.03 ---