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

 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 1,911 9.64 Premium 3,610 6.49
New Owners Premium 124 37.78 Premium 144 61.80
Sold Out Premium 153 -24.63 Premium 155 -58.22
# of Owners Buying Premium 628 -2.18 Premium 893 -6.10
# of Owners Selling Premium 767 11.64 Premium 1,132 16.46
Total Shares Owned (Mil) Premium 2,198 -0.70 Premium 1,200 2.46
Total Shares Bought (Mil) Premium 130 -25.74 Premium 42 -1.23
Total Shares Sold (Mil) Premium 146 -36.73 Premium 37 -58.37
Net Share Change (Mil) Premium -15 -71.90 Premium 5 -111.18

Fund Owners' Style

 C

934 1,956 574 Lg
72 46 15 Md
11 2 0 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 934 398,078,897 18,785,928 8,701,563 2.6
Large Blend 1,956 618,597,493 13,617,282 13,654,527 -0.01
Large Growth 574 163,179,563 8,859,066 12,205,693 -2.01
Mid Value 72 16,059,928 206,089 332,839 -0.78
Mid Blend 46 2,870,365 521,893 419,676 3.69
Mid Growth 15 447,886 97,532 1,332,121 -73.38
Small Value 11 318,198 111,103 2,809 51.59
Small Blend 2 9,700 -- 552 --
Small Growth 0 0 -- 112,059 --
Total 3,610 1,199,562,030 42,198,893 36,761,839 0.46
Data displayed as of  08/31/2016

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 59,756,528 833,026 2.06 0.61 08/31/2016
Vanguard 500 Index Inv Premium 39,709,501 546,422 1.37 0.74 08/31/2016
Vanguard Institutional Index I Premium 32,513,763 65,186 1.12 0.74 08/31/2016
SPDR® S&P 500 ETF Premium 30,679,329 -23,478 1.03 0.72 09/27/2016
Fidelity® Contrafund® Premium 24,639,746 489,870 0.85 0.99 07/31/2016
Total: Top 5 funds Premium 187,298,867 1,911,026 6.43

Bond Ownership

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Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Dodge & Cox Income Fund 0 -- 120,345,000 -- 120,345,000
Vanguard Total Bond Market Index Fund 52,079,000 -- 41,399,000 -9,052,000 93,478,000
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 -- 26,291,000 -1,296,000 53,508,000
Vanguard Wellington™ 49,638,000 -- 0 -- 49,638,000
iShares iBoxx $ Invst Grade Crp Bond 39,033,000 -- 0 -- 39,033,000
Vanguard Short-Term Investment-Grade 0 -- 49,891,000 -- 49,891,000
iShares 1-3 Year Credit Bond 0 -- 29,576,000 -- 29,576,000
Vanguard Long-Term Bond Index Fund 19,440,000 -- 0 -- 19,440,000
iShares Core US Aggregate Bond 11,196,000 -- 7,050,000 -- 18,246,000
Total: Top 10 funds 299,629,982 -839,737 288,147,000 3,247,000 587,776,982
Bond Ownership for Funds only
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Peer Comparison

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Equity Ownership C  
Go
 
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Go
Market Cap (Mil USD) 134,722 239,691 156,031 ---
# of Institution Owners 1,911 2,919 2,278 ---
# of Fund Owners 3610 4215 3002 ---
% Owned by Institutions 75.24 80.12 64.88 ---
% Owned by Funds 41.07 41.65 33.19 ---
% Owned by Insiders 0.12 0.09 0.05 ---