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

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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 2,098 21.48 Premium 3,839 8.57
New Owners Premium 261 169.07 Premium 184 39.39
Sold Out Premium 132 -5.04 Premium 214 -52.34
# of Owners Buying Premium 731 12.81 Premium 1,095 1.67
# of Owners Selling Premium 689 7.49 Premium 1,085 10.71
Total Shares Owned (Mil) Premium 2,450 15.21 Premium 1,151 6.92
Total Shares Bought (Mil) Premium 380 142.19 Premium 60 -8.59
Total Shares Sold (Mil) Premium 101 -36.97 Premium 43 -45.39
Net Share Change (Mil) Premium 279 -9534.38 Premium 17 -223.00

Fund Owners' Style

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1,018 1,986 675 Lg
62 60 18 Md
13 2 5 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,018 384,464,793 13,199,155 11,229,273 0.52
Large Blend 1,986 585,083,091 22,627,816 20,381,523 0.39
Large Growth 675 163,771,734 22,196,545 9,390,245 8.48
Mid Value 62 7,246,726 222,452 127,446 1.33
Mid Blend 60 9,111,191 1,209,080 216,277 12.23
Mid Growth 18 1,011,913 204,394 1,556,079 -57.19
Small Value 13 124,323 -- 44,081 --
Small Blend 2 21,800 10,000 405 78.62
Small Growth 5 39,261 21,249 -- --
Total 3,839 1,150,874,832 59,690,691 42,945,329 1.48
Data displayed as of  10/31/2014

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 47,884,414 771,251 1.58 0.69 10/31/2014
SPDR® S&P 500 ETF Premium 32,650,362 -296,322 1.10 0.89 11/24/2014
Vanguard 500 Index Inv Premium 31,990,405 515,448 1.06 0.9 10/31/2014
Vanguard Institutional Index I Premium 30,716,779 1,406 1.01 0.9 10/31/2014
Vanguard Windsor™ II Inv Premium 21,162,544 -671,300 0.70 2.2 09/30/2014
Financial Select Sector SPDR® ETF Premium 18,728,186 107,888 0.63 5.47 11/24/2014
Fidelity Spartan® 500 Index Inv Premium 13,273,825 100,240 0.44 0.87 09/30/2014
Vanguard Wellington™ Inv Premium 12,734,910 0 0.42 0.76 09/30/2014
Invesco Comstock A Premium 10,908,018 245,867 0.36 4.29 09/30/2014
CREF Stock Premium 10,688,273 188,264 0.35 0.45 09/30/2014
Total: Top 10 funds Premium 230,737,716 962,742 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 70,187,000 -200,000 81,395,000 -4,000,000 151,582,000
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 643,679,000 7,099,007 806,474,000 -18,842,999 1,450,153,000
Bond Ownership for Funds only
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Peer Comparison

 C

Equity Ownership C  
Go
 
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Market Cap (Mil USD) 164,804 227,880 180,673 ---
# of Institution Owners 2,098 2,847 2,188 ---
# of Fund Owners 3839 4224 2789 ---
% Owned by Institutions 74.51 79.33 63.84 ---
% Owned by Funds 38.06 40.94 30.02 ---
% Owned by Insiders 0.12 0.13 0.03 ---