Equity and Debt

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Type Mil USD
Equity 219,440.0
Debt 237,752.0
 

Equity Owners

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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 2,234 22.81 Premium 3,954 9.17
New Owners Premium 262 101.54 Premium 186 13.41
Sold Out Premium 132 -11.41 Premium 163 -30.34
# of Owners Buying Premium 821 17.79 Premium 1,165 -3.72
# of Owners Selling Premium 718 8.62 Premium 1,042 12.53
Total Shares Owned (Mil) Premium 2,539 12.24 Premium 1,283 4.43
Total Shares Bought (Mil) Premium 349 145.16 Premium 55 -5.22
Total Shares Sold (Mil) Premium 120 -12.42 Premium 37 -10.40
Net Share Change (Mil) Premium 229 4054.42 Premium 18 7.42

Fund Owners' Style

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980 2,255 575 Lg
67 50 19 Md
6 2 -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 980 406,550,548 24,465,812 12,187,426 3.11
Large Blend 2,255 686,029,593 22,172,885 14,700,603 1.1
Large Growth 575 169,943,032 7,629,787 5,231,559 1.43
Mid Value 67 12,239,184 69,417 276,739 -1.67
Mid Blend 50 3,287,918 422,974 3,188,312 -45.68
Mid Growth 19 5,166,121 227,678 55,503 3.45
Small Value 6 83,690 3,500 51,980 -36.68
Small Blend 2 22,393 1,093 150 4.4
Small Growth -- -- -- -- --
Total 3,954 1,283,322,479 54,993,146 35,692,272 1.53
Data displayed as of  07/31/2015

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 50,892,612 -140,168 1.68 0.73 07/31/2015
Vanguard 500 Index Inv Premium 35,056,344 249,440 1.16 0.95 07/31/2015
Vanguard Institutional Index I Premium 32,465,814 72,432 1.07 0.95 07/31/2015
SPDR® S&P 500 ETF Premium 28,700,623 -233,376 0.92 0.94 08/19/2015
Vanguard Windsor™ II Inv Premium 21,241,344 -94,200 0.70 2.38 06/30/2015
Financial Select Sector SPDR® ETF Premium 19,700,063 51,408 0.63 5.58 08/19/2015
BlackRock Equity Dividend Inv B Premium 14,103,338 -408,700 0.46 3.29 07/31/2015
Fidelity Spartan® 500 Index Inv Premium 14,751,653 44,718 0.49 0.91 06/30/2015
Fidelity® Contrafund® Premium 14,373,174 1,419,700 0.47 0.71 06/30/2015
CREF Stock R1 Premium 12,729,588 502,362 0.42 0.57 06/30/2015
Total: Top 10 funds Premium 244,014,553 1,463,616 8

Bond Ownership

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Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Vanguard Total Bond Market Index Fund 49,394,000 -- 111,414,000 -- 160,808,000
Vanguard Wellington™ 53,325,000 -- 108,460,000 -- 161,785,000
Vanguard Long Term Investment Grade Fund 125,268,000 -9,792,000 0 -- 125,268,000
Dodge & Cox Income Fund 0 -- 140,345,000 -- 140,345,000
Metropolitan West Total Return Bond Fund 84,149,000 -- 62,732,000 -- 146,881,000
iShares 1-3 Year Credit Bond 0 -- 102,567,000 -- 102,567,000
Vanguard Total Bond Market II Index Fund 28,868,000 -1,200,000 61,668,000 -200,000 90,536,000
Lord Abbett Short Duration Income Fund 0 -29,980,000 91,981,000 -29,980,000 91,981,000
Vanguard Wellesley Income 27,380,000 -- 54,500,000 -- 81,880,000
Vanguard Short-Term Corp Bd Idx 0 408,000 82,809,000 408,000 82,809,000
Total: Top 10 funds 368,384,000 -10,992,000 816,476,000 -29,772,000 1,184,860,000
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) 153,322 227,246 163,100 ---
# of Institution Owners 2,234 3,021 2,323 ---
# of Fund Owners 3954 4284 3013 ---
% Owned by Institutions 77.21 80.53 69.04 ---
% Owned by Funds 41.74 43.49 33.17 ---
% Owned by Insiders 0.1 0.15 0.03 ---