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

 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 2,063 17.62 Premium 3,784 -0.08
New Owners Premium 228 50.99 Premium 150 -42.31
Sold Out Premium 154 -13.48 Premium 243 -25.46
# of Owners Buying Premium 727 -0.41 Premium 1,126 -14.11
# of Owners Selling Premium 697 16.95 Premium 1,021 14.33
Total Shares Owned (Mil) Premium 2,397 12.66 Premium 1,122 4.92
Total Shares Bought (Mil) Premium 376 72.38 Premium 47 -36.78
Total Shares Sold (Mil) Premium 153 -30.43 Premium 54 -49.03
Net Share Change (Mil) Premium 223 -13077.39 Premium -7 -77.94

Fund Owners' Style

 C

1,000 2,013 615 Lg
61 57 18 Md
11 4 5 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,000 364,507,501 17,069,421 9,198,544 2.21
Large Blend 2,013 605,829,685 22,423,376 28,209,410 -0.95
Large Growth 615 134,947,782 6,826,984 14,461,926 -5.35
Mid Value 61 7,378,751 183,754 150,644 0.45
Mid Blend 57 8,199,123 436,598 273,352 2.03
Mid Growth 18 889,600 163,799 1,676,596 -62.97
Small Value 11 116,193 -- 34,031 --
Small Blend 4 31,750 11,300 405 52.24
Small Growth 5 39,261 24,249 -- --
Total 3,784 1,121,939,646 47,139,481 54,004,908 -0.61
Data displayed as of  09/30/2014

Equity Ownership

 C

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
SPDR® S&P 500 ETF Premium 31,064,497 108,992 1.04 0.9 10/28/2014
Vanguard Institutional Index I Premium 30,715,373 -388,737 1.01 0.89 09/30/2014
Vanguard Windsor™ II Inv Premium 21,833,844 1,449,800 0.72 2.03 06/30/2014
Total: Top 5 funds Premium 162,201,834 1,417,684 5.36

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 62,504,000 -200,000 84,895,000 -- 147,399,000
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 564,626,993 -4,259,007 956,390,999 79,112,999 1,521,017,992
Bond Ownership for Funds only
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Peer Comparison

 C

Equity Ownership C  
Go
 
Go
 
Go
Market Cap (Mil USD) 159,623 223,006 178,665 ---
# of Institution Owners 2,063 2,822 2,170 ---
# of Fund Owners 3784 4222 2778 ---
% Owned by Institutions 72.72 78.75 62.99 ---
% Owned by Funds 37.06 40.51 29.83 ---
% Owned by Insiders 0.12 0.13 0.03 ---