Equity and Debt

 C

 
Type Mil USD
Equity 231,888.0
Debt 225,856.0
 

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 1,909 9.97 Premium 3,624 7.44
New Owners Premium 115 30.68 Premium 120 41.18
Sold Out Premium 176 -12.87 Premium 178 -51.63
# of Owners Buying Premium 635 -0.63 Premium 991 4.87
# of Owners Selling Premium 771 12.06 Premium 1,099 13.30
Total Shares Owned (Mil) Premium 2,265 2.32 Premium 1,199 2.41
Total Shares Bought (Mil) Premium 194 10.53 Premium 41 -3.91
Total Shares Sold (Mil) Premium 183 -20.35 Premium 48 -45.45
Net Share Change (Mil) Premium 11 -119.88 Premium -7 -84.08

Fund Owners' Style

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955 1,936 574 Lg
83 45 17 Md
12 2 -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 955 421,136,764 14,328,109 10,974,642 0.8
Large Blend 1,936 611,357,050 17,942,441 17,185,464 0.12
Large Growth 574 149,061,695 7,627,980 16,975,711 -5.9
Mid Value 83 14,245,554 879,302 440,577 3.18
Mid Blend 45 2,559,181 50,561 798,143 -22.61
Mid Growth 17 303,585 87,083 1,276,182 -79.66
Small Value 12 325,145 111,450 2,659 50.28
Small Blend 2 9,338 15 52 -0.39
Small Growth -- -- -- -- --
Total 3,624 1,198,998,312 41,026,941 47,653,430 -0.55
Data displayed as of  07/31/2016

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 58,923,502 296,018 2.03 0.56 07/31/2016
Vanguard 500 Index Inv Premium 39,163,079 670,703 1.35 0.68 07/31/2016
SPDR® S&P 500 ETF Premium 30,502,261 -258,417 1.12 0.72 08/22/2016
Vanguard Institutional Index I Premium 32,448,577 -302,022 1.12 0.68 07/31/2016
Fidelity® Contrafund® Premium 24,149,876 216,300 0.83 0.97 06/30/2016
Total: Top 5 funds Premium 185,187,295 622,582 6.45

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 52,079,000 -- 50,451,000 -- 102,530,000
Dodge & Cox Income Fund 0 -- 120,345,000 -- 120,345,000
Metropolitan West Total Return Bond Fund 101,026,982 -839,737 13,595,000 13,595,000 114,621,982
Vanguard Total Bond Market II Index Fund 27,217,000 -- 27,587,000 -- 54,804,000
Vanguard Wellington™ 49,638,000 -- 0 -- 49,638,000
iShares iBoxx $ Invst Grade Crp Bond 37,983,000 -- 0 -- 37,983,000
Vanguard Short-Term Investment-Grade 0 -- 49,891,000 -- 49,891,000
iShares 1-3 Year Credit Bond 0 -200,000 29,676,000 -200,000 29,676,000
Vanguard Short-Term Corp Bd Idx 0 250,000 27,423,000 250,000 27,423,000
Vanguard Long-Term Bond Index Fund 19,440,000 -1,500,000 0 -- 19,440,000
Total: Top 10 funds 287,383,982 -2,339,737 318,968,000 13,645,000 606,351,982
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) 135,565 237,668 154,909 ---
# of Institution Owners 1,909 2,906 2,280 ---
# of Fund Owners 3624 4239 3007 ---
% Owned by Institutions 77.70 82.36 66.92 ---
% Owned by Funds 41.49 42.10 33.29 ---
% Owned by Insiders 0.12 0.09 0.05 ---