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 2,170 24.71 Premium 3,799 6.86
New Owners Premium 288 123.26 Premium 239 32.04
Sold Out Premium 117 25.81 Premium 169 -7.14
# of Owners Buying Premium 770 17.56 Premium 1,064 6.93
# of Owners Selling Premium 713 17.66 Premium 1,057 15.27
Total Shares Owned (Mil) Premium 2,459 12.85 Premium 1,213 6.39
Total Shares Bought (Mil) Premium 359 125.72 Premium 81 54.01
Total Shares Sold (Mil) Premium 125 26.50 Premium 41 21.99
Net Share Change (Mil) Premium 234 287.73 Premium 39 112.73

Fund Owners' Style

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1,009 2,028 616 Lg
73 51 11 Md
6 4 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,009 394,173,089 13,969,403 12,337,485 0.42
Large Blend 2,028 629,632,095 52,900,951 18,496,467 5.78
Large Growth 616 171,084,842 13,719,140 9,771,101 2.36
Mid Value 73 11,172,755 72,193 196,553 -1.1
Mid Blend 51 6,643,228 29,788 535,126 -7.07
Mid Growth 11 528,830 109,170 55,426 11.31
Small Value 6 107,416 20,403 -- --
Small Blend 4 28,900 1,400 24,500 -44.42
Small Growth 1 6,000 -- -- --
Total 3,799 1,213,377,155 80,822,448 41,416,658 3.36
Data displayed as of  01/31/2015

Equity Ownership

 C

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 49,601,278 1,101,256 1.64 0.61 01/31/2015
SPDR® S&P 500 ETF Premium 31,330,634 308,605 1.13 0.83 02/23/2015
Vanguard 500 Index Inv Premium 33,385,809 523,616 1.10 0.8 01/31/2015
Vanguard Institutional Index I Premium 31,422,141 437,900 1.04 0.8 01/31/2015
Vanguard Windsor™ II Inv Premium 21,153,544 -9,000 0.70 2.26 12/31/2014
Financial Select Sector SPDR® ETF Premium 18,753,783 -46,816 0.68 5.19 02/23/2015
Fidelity Spartan® 500 Index Inv Premium 13,905,184 211,726 0.46 0.87 12/31/2014
Fidelity® Contrafund® Premium 12,873,826 1,806,600 0.42 0.63 12/31/2014
Vanguard Wellington™ Inv Premium 12,813,360 78,450 0.42 0.78 12/31/2014
Invesco Comstock A Premium 10,908,018 0 0.36 4.38 12/31/2014
Total: Top 10 funds Premium 236,147,577 4,412,337 7.95

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 83,959,000 -- 113,919,000 -7,870,000 197,878,000
Vanguard Long Term Investment Grade Fund 161,040,000 -1,145,000 0 -- 161,040,000
iShares iBoxx $ Invst Grade Crp Bond 75,337,000 -- 53,102,000 -- 128,439,000
Vanguard Wellesley Income 77,380,000 -- 54,500,000 -- 131,880,000
Dodge & Cox Income Fund 0 -- 140,345,000 -- 140,345,000
Vanguard Total Bond Market II Index Fund 44,689,000 -- 62,233,000 -5,550,000 106,922,000
Metropolitan West Total Return Bond Fund 61,134,000 -- 62,732,000 -- 123,866,000
Vanguard Short-Term Investment-Grade 0 9,760,000 99,457,000 9,760,000 99,457,000
Loomis Sayles Bond Fund 64,070,000 -- 24,080,000 -- 88,150,000
Total: Top 10 funds 650,934,000 -1,145,000 748,828,000 -3,660,000 1,399,762,000
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) 155,473 221,862 170,366 ---
# of Institution Owners 2,170 2,906 2,274 ---
# of Fund Owners 3799 4161 2957 ---
% Owned by Institutions 74.83 79.23 64.66 ---
% Owned by Funds 40.14 41.87 31.81 ---
% Owned by Insiders 0.13 0.15 0.04 ---