Equity and Debt

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Type Mil USD
Equity 231,575.0
Debt 238,578.0
 

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 1,893 11.35 Premium 3,599 6.13
New Owners Premium 132 78.38 Premium 134 44.09
Sold Out Premium 112 -25.83 Premium 145 -52.30
# of Owners Buying Premium 586 7.13 Premium 859 11.27
# of Owners Selling Premium 785 4.25 Premium 1,276 6.87
Total Shares Owned (Mil) Premium 2,096 -3.10 Premium 1,199 3.52
Total Shares Bought (Mil) Premium 111 -7.54 Premium 48 19.27
Total Shares Sold (Mil) Premium 180 20.96 Premium 50 -6.30
Net Share Change (Mil) Premium -69 139.39 Premium -3 -79.07

Fund Owners' Style

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992 1,915 555 Lg
68 41 11 Md
12 4 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 992 404,937,396 12,106,408 17,708,799 -1.36
Large Blend 1,915 624,834,453 21,579,360 15,633,936 0.96
Large Growth 555 153,671,396 12,792,817 14,932,777 -1.37
Mid Value 68 10,596,964 23,392 610,627 -5.25
Mid Blend 41 3,122,063 37,902 976,989 -23.12
Mid Growth 11 1,320,977 1,018,766 44,623 280.87
Small Value 12 112,468 -- 176,901 --
Small Blend 4 234,350 -- 14,538 --
Small Growth 1 8,904 168 2,239 -18.87
Total 3,599 1,198,838,971 47,558,813 50,101,429 -0.21
Data displayed as of  12/31/2016

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 60,190,801 1,874,913 2.17 0.71 12/31/2016
Vanguard 500 Index Inv Premium 41,656,820 296,606 1.50 0.88 12/31/2016
Vanguard Institutional Index I Premium 31,138,128 -1,015,042 1.12 0.88 12/31/2016
SPDR® S&P 500 ETF Premium 32,372,447 -217,932 1.10 0.81 01/20/2017
Fidelity® Contrafund® Premium 27,115,846 549,500 0.95 1.46 11/30/2016
Financial Select Sector SPDR® ETF Premium 22,485,216 51,244 0.77 5.62 01/20/2017
Fidelity Spartan® 500 Index Inv Premium 16,038,415 126,412 0.56 0.83 11/30/2016
Vanguard Windsor™ II Inv Premium 18,776,036 14,072 0.66 1.92 09/30/2016
Vanguard Value Index Inv Premium 13,406,659 655,675 0.48 1.57 12/31/2016
MFS Value A Premium 12,385,774 1,104,805 0.43 1.74 11/30/2016
Total: Top 10 funds Premium 275,566,142 3,440,253 9.74

Bond Ownership

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Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Metropolitan West Total Return Bond Fund 99,810,892 -518,443 94,103,000 35,750,000 193,913,892
Vanguard Total Bond Market Index Fund 52,079,000 -- 31,211,000 -- 83,290,000
Dodge & Cox Income Fund 0 -- 79,070,000 -- 79,070,000
Vanguard Wellington™ 49,638,000 -- 0 -- 49,638,000
Vanguard Total Bond Market II Index Fund 27,217,000 -- 18,226,000 -8,065,000 45,443,000
Vanguard Short-Term Investment-Grade 0 -- 49,891,000 -- 49,891,000
iShares iBoxx $ Invst Grade Crp Bond 31,328,000 -- 0 -- 31,328,000
Vanguard Long-Term Bond Index Fund 19,468,000 -- 0 -- 19,468,000
iShares Core US Aggregate Bond 11,734,000 -- 7,050,000 -- 18,784,000
VA CollegeAmerica Bond Fund of America 0 -- 19,285,000 -- 19,285,000
Total: Top 10 funds 291,274,892 -518,443 298,836,000 27,685,000 590,110,892
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) 155,559 299,393 227,591 ---
# of Institution Owners 1,893 2,886 2,275 ---
# of Fund Owners 3599 4256 3167 ---
% Owned by Institutions 75.32 78.19 65.52 ---
% Owned by Funds 42.98 42.80 35.58 ---
% Owned by Insiders 0.13 0.11 0.05 ---