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Sun Life Financial’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Sun Life Financial’s Portfolio IVOO Stock Details IVOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-31,558
Closed -$2.79M – 27
2023
Q2 		$2.79M Hold
31,558
– – 0.17% 26
2023
Q1 		$2.67M Hold
31,558
– – 0.19% 26
2022
Q4 		$2.58M Hold
31,558
– – 0.2% 22
2022
Q3 		$2.35M Hold
31,558
– – 0.19% 23
2022
Q2 		$2.42M Hold
31,558
– – 0.18% 23
2022
Q1 		$2.87M Hold
31,558
– – 0.13% 28
2021
Q4 		$3.02M Hold
31,558
– – 0.11% 28
2021
Q3 		$2.81M Buy
31,558
+3,800
+14% +$346K 0.16% 27
2021
Q2 		$2.53M Sell
27,758
-5,542
-17% -$507K 0.13% 26
2021
Q1 		$2.94M Hold
33,300
– – 0.25% 26
2020
Q4 		$2.59M Sell
33,300
-25,154
-43% -$1.8M 0.34% 24
2020
Q3 		$3.67M Buy
58,454
+1,646
+3% +$104K 0.58% 22
2020
Q2 		$3.42M Hold
56,808
– – 0.66% 20
2020
Q1 		$2.76M Hold
56,808
– – 0.7% 12
2019
Q4 		$3.95M Sell
56,808
-4,528
-7% -$303K 1.05% 11
2019
Q3 		$4M Hold
61,336
– – 1.03% 12
2019
Q2 		$4.03M Buy
61,336
+5,524
+10% +$358K 1.01% 12
2019
Q1 		$3.57M Sell
55,812
-4,274
-7% -$266K 0.79% 13
2018
Q4 		$3.36M Buy
60,086
+5,230
+10% +$322K 0.71% 14
2018
Q3 		$3.73M Hold
54,856
– – 0.68% 20
2018
Q2 		$3.61M Buy
54,856
+46,886
+588% +$3.06M 0.51% 24
2018
Q1 		$31.5K Sell
7,970
-54,936
-87% -$3.54M 0.28% 54
2017
Q4 		$4.02M Buy
62,906
+6,200
+11% +$387K 0.41% 22
2017
Q3 		$3.43M Hold
56,706
– – 0.34% 25
2017
Q2 		$3.33M Buy
56,706
+49,732
+713% +$2.9M 0.36% 26
2017
Q1 		$30.1K Buy
+6,974
New +$400K 0.07% 43
2016
Q4 		– Sell
-44,390
Closed -$2.32M – 508
2016
Q3 		$2.32M Hold
44,390
– – 0.29% 27
2016
Q2 		$2.23M Sell
44,390
-3,760
-8% -$186K 0.26% 36
2016
Q1 		$2.34M Sell
48,150
-63,582
-57% -$2.86M 4.54% 8
2015
Q4 		$5.24M Buy
+111,732
New +$5.37M 0.72% 19

Other funds holding IVOO

LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

Sun Life Financial's IVOO Position: Q3 2023 in Review

Sun Life Financial sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2023, closing a stake of 31,558 shares — an estimated $2.79M sold.

Sun Life Financial first reported a position in IVOO in Q4 2015 and held it in 30 quarters. The position peaked at $5.24M in Q4 2015. 198 funds tracked by Wall St. Rank hold IVOO as of Q3 2023.

  • Sun Life Financial reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q3 2023 after selling out during the quarter.
  • Sun Life Financial sold 31,558 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2023, an estimated $2.79M.
  • Sun Life Financial first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2015 and held it in 30 quarters.
  • Sun Life Financial's Vanguard S&P Mid-Cap 400 ETF position peaked at $5.24M in Q4 2015.
  • 198 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2023.

Based on Sun Life Financial's 13F filing for Q3 2023, filed 14 Nov 2023.