Equity and Debt

 V

 
Type Mil USD
Equity 29,476.0
Debt 15,877.0
 

Equity Owners

 V

 
Type Mil USD
Institutions
Mutual Funds
Insiders
 

Owner Activity

 V

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 2,411 21.95 Premium 3,769 12.14
New Owners Premium 284 86.84 Premium 196 24.05
Sold Out Premium 92 37.31 Premium 109 -27.81
# of Owners Buying Premium 870 19.34 Premium 940 27.03
# of Owners Selling Premium 812 13.73 Premium 1,190 11.95
Total Shares Owned (Mil) Premium 2,041 11.20 Premium 978 4.04
Total Shares Bought (Mil) Premium 712 854.60 Premium 33 27.00
Total Shares Sold (Mil) Premium 71 -0.75 Premium 26 30.97
Net Share Change (Mil) Premium 641 18792.43 Premium 7 14.09

Fund Owners' Style

 V

192 1,891 1,568 Lg
8 47 58 Md
1 3 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 192 13,731,719 1,341,347 673,706 5.11
Large Blend 1,891 377,767,184 15,077,478 8,403,122 1.8
Large Growth 1,568 580,480,950 16,456,795 16,550,287 -0.02
Mid Value 8 559,077 -- 108,275 --
Mid Blend 47 1,282,536 106,933 74,066 2.63
Mid Growth 58 3,808,297 224,509 346,065 -3.09
Small Value 1 800 -- 11,200 --
Small Blend 3 12,244 -- 484 --
Small Growth 1 10,968 -- 17,342 --
Total 3,769 977,653,775 33,207,062 26,184,547 0.72
Data displayed as of  12/31/2015

Equity Ownership

 V

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 35,691,364 517,584 1.63 0.69 12/31/2015
Fidelity® Contrafund® Premium 32,073,597 245,100 1.46 2.27 12/31/2015
VA CollegeAmerica Grth Fund of Amer 529F Premium 24,152,958 150,000 1.10 1.36 12/31/2015
Vanguard 500 Index Inv Premium 23,765,217 310,966 1.09 0.84 12/31/2015
Vanguard Institutional Index I Premium 21,077,819 147,300 0.96 0.84 12/31/2015
SPDR® S&P 500 ETF Premium 19,976,310 -19,944 0.88 0.85 01/29/2016
T. Rowe Price Growth Stock Premium 15,982,500 -285,800 0.73 2.73 12/31/2015
T. Rowe Price Blue Chip Growth Premium 11,551,500 -140,300 0.53 2.85 12/31/2015
Vanguard Growth Index Inv Premium 11,008,745 161,978 0.50 1.71 12/31/2015
Harbor Capital Appreciation Instl Premium 10,819,553 -226,557 0.49 3.08 12/31/2015
Total: Top 10 funds Premium 206,099,563 860,327 9.37
Customize Peer Comparison by entering your own tickers below

Peer Comparison

 V

Equity Ownership V  
Go
 
Go
 
Go
Market Cap (Mil USD) 156,247 53,130 92,920 19,771
# of Institution Owners 2,411 2,003 1,681 1,279
# of Fund Owners 3769 2454 2932 1931
% Owned by Institutions 93.98 89.78 91.76 95.80
% Owned by Funds 44.40 35.32 42.51 43.27
% Owned by Insiders 0.06 0.21 0.07 1.14