Equity and Debt

 C

 
Type Mil USD
Equity 214,620.0
Debt 249,927.0
 

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 2,196 7.12 Premium 3,929 8.93
New Owners Premium 293 23.63 Premium 214 45.58
Sold Out Premium 172 68.63 Premium 136 -37.04
# of Owners Buying Premium 753 6.81 Premium 1,058 7.63
# of Owners Selling Premium 724 -3.47 Premium 998 -2.63
Total Shares Owned (Mil) Premium 2,519 10.87 Premium 1,269 6.80
Total Shares Bought (Mil) Premium 355 110.17 Premium 70 40.09
Total Shares Sold (Mil) Premium 142 12.95 Premium 26 -50.84
Net Share Change (Mil) Premium 213 393.71 Premium 44 -1795.39

Fund Owners' Style

 C

1,059 2,179 550 Lg
71 46 14 Md
9 1 -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,059 415,692,799 29,304,379 6,566,705 5.79
Large Blend 2,179 670,077,793 27,350,485 12,121,779 2.33
Large Growth 550 162,045,135 13,177,906 5,766,961 4.79
Mid Value 71 11,940,041 37,376 121,076 -0.7
Mid Blend 46 7,438,259 351,759 517,318 -2.18
Mid Growth 14 1,668,962 42,981 140,297 -5.51
Small Value 9 139,082 19,505 50 16.26
Small Blend 1 21,300 -- -- --
Small Growth -- -- -- -- --
Total 3,929 1,269,023,371 70,284,391 25,234,186 3.68
Data displayed as of  06/30/2015

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 51,012,449 34,772 1.68 0.67 05/31/2015
Vanguard 500 Index Inv Premium 34,505,465 240,977 1.14 0.88 05/31/2015
Vanguard Institutional Index I Premium 32,095,413 98,882 1.06 0.88 05/31/2015
SPDR® S&P 500 ETF Premium 28,237,644 159,402 0.93 0.91 07/02/2015
Vanguard Windsor™ II Inv Premium 21,335,544 182,000 0.70 2.21 03/31/2015
Total: Top 5 funds Premium 167,186,515 716,033 5.51

Bond Ownership

 C

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Vanguard Total Bond Market Index Fund 84,734,000 125,000 111,069,000 -1,600,000 195,803,000
Vanguard Wellington™ 53,325,000 -30,000,000 108,460,000 -30,000,000 161,785,000
Vanguard Long Term Investment Grade Fund 135,060,000 -25,980,000 0 -- 135,060,000
Dodge & Cox Income Fund 0 -- 140,345,000 -- 140,345,000
Metropolitan West Total Return Bond Fund 84,149,000 23,015,000 62,732,000 -- 146,881,000
Lord Abbett Short Duration Income Fund 0 41,178,000 121,961,000 41,178,000 121,961,000
iShares iBoxx $ Invst Grade Crp Bond 68,311,000 -- 35,659,000 -- 103,970,000
Vanguard Total Bond Market II Index Fund 45,689,000 -- 61,968,000 -- 107,657,000
iShares 1-3 Year Credit Bond 0 -- 103,367,000 -- 103,367,000
Loomis Sayles Bond Fund 64,070,000 -- 24,080,000 -- 88,150,000
Total: Top 10 funds 535,338,000 -32,840,000 769,641,000 9,578,000 1,304,979,000
Bond Ownership for Funds only
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Peer Comparison

 C

Equity Ownership C  
Go
 
Go
 
Go
Market Cap (Mil USD) 167,120 249,867 177,906 ---
# of Institution Owners 2,196 2,951 2,305 ---
# of Fund Owners 3929 4197 3041 ---
% Owned by Institutions 76.43 79.40 64.69 ---
% Owned by Funds 41.17 42.25 31.87 ---
% Owned by Insiders 0.09 0.15 0.03 ---