Equity and Debt

 C

 
Type Mil USD
Equity 211,362.0
Debt 286,518.0
 

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 2,061 17.77 Premium 3,878 2.32
New Owners Premium 240 57.89 Premium 231 -11.15
Sold Out Premium 166 -6.74 Premium 144 -55.83
# of Owners Buying Premium 727 -0.14 Premium 1,225 -6.63
# of Owners Selling Premium 681 14.65 Premium 919 2.80
Total Shares Owned (Mil) Premium 2,389 12.29 Premium 1,101 2.94
Total Shares Bought (Mil) Premium 375 72.17 Premium 61 -18.51
Total Shares Sold (Mil) Premium 158 -28.09 Premium 46 -56.81
Net Share Change (Mil) Premium 217 -10535.73 Premium 15 -148.02

Fund Owners' Style

 C

1,151 2,019 563 Lg
62 49 18 Md
10 4 2 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,151 372,663,486 20,845,302 9,862,817 3.04
Large Blend 2,019 581,788,405 32,788,523 18,460,648 2.52
Large Growth 563 129,231,577 6,535,581 15,864,625 -6.73
Mid Value 62 7,503,012 175,357 339,697 -2.14
Mid Blend 49 8,140,591 370,142 486,509 -1.41
Mid Growth 18 1,447,165 171,457 806,878 -30.51
Small Value 10 138,724 -- 2,047 --
Small Blend 4 31,750 11,300 405 52.24
Small Growth 2 6,600 3,000 -- --
Total 3,878 1,100,951,310 60,900,662 45,823,626 1.39
Data displayed as of  09/30/2014

Equity Ownership

 C

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 47,113,163 235,992 1.55 0.69 09/30/2014
Vanguard 500 Index Inv Premium 31,474,957 11,637 1.04 0.89 09/30/2014
Vanguard Institutional Index I Premium 30,715,373 -388,737 1.01 0.89 09/30/2014
SPDR® S&P 500 ETF Premium 30,211,669 -333,984 0.96 0.9 10/17/2014
Vanguard Windsor™ II Inv Premium 21,833,844 1,449,800 0.72 2.03 06/30/2014
Financial Select Sector SPDR® ETF Premium 19,540,189 288,345 0.62 5.5 10/17/2014
Fidelity Spartan® 500 Index Inv Premium 13,173,585 17,911 0.43 0.85 08/31/2014
Vanguard Wellington™ Inv Premium 12,734,910 0 0.42 0.68 06/30/2014
VA CollegeAmerica Amercn Bal 529E Premium 10,500,000 2,000,000 0.35 0.73 09/30/2014
CREF Stock Premium 10,500,009 642,418 0.35 0.42 08/31/2014
Total: Top 10 funds Premium 227,797,699 3,923,382 7.45

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 73,259,000 300,000 116,605,000 -12,000,000 189,864,000
Vanguard Long Term Investment Grade Fund 165,386,000 -4,359,000 0 -- 165,386,000
iShares iBoxx $ Invst Grade Crp Bond 63,429,000 -- 84,195,000 -- 147,624,000
Vanguard Wellesley Income 77,380,000 -- 64,599,000 -- 141,979,000
PIMCO Total Return Fund 0 78,818,000 149,919,000 78,818,000 149,919,000
Dodge & Cox Income Fund 0 -- 140,345,000 -- 140,345,000
Vanguard Short-Term Investment-Grade 0 -100,000 132,686,000 -100,000 132,686,000
Metropolitan West Total Return Bond Fund 61,134,000 -- 77,113,000 -- 138,247,000
Vanguard Total Bond Market II Index Fund 41,339,000 -- 67,783,000 -- 109,122,000
Total: Top 10 funds 565,252,000 -4,059,000 971,705,000 66,718,000 1,536,957,000
Bond Ownership for Funds only
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Peer Comparison

 C

Equity Ownership C  
Go
 
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Market Cap (Mil USD) 151,801 211,384 170,462 ---
# of Institution Owners 2,061 2,820 2,162 ---
# of Fund Owners 3878 4231 2781 ---
% Owned by Institutions 72.43 78.68 62.93 ---
% Owned by Funds 36.22 39.83 28.83 ---
% Owned by Insiders 0.12 0.13 0.03 ---