SLF
VB icon

Sun Life Financial’s Vanguard Small-Cap ETF VB Stock Holding History

Sun Life Financial’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-5,400
Closed -$732K – 519
2017
Q2 		$732K Buy
5,400
+4,680
+650% +$627K 0.08% 86
2017
Q1 		$5.4K Buy
+720
New +$95.3K 0.01% 78
2016
Q4 		– Sell
-4,488
Closed -$548K – 513
2016
Q3 		$548K Buy
4,488
+1,388
+45% +$168K 0.07% 32
2016
Q2 		$359K Buy
3,100
+150
+5% +$17K 0.04% 96
2016
Q1 		$329K Hold
2,950
– – 0.64% 11
2015
Q4 		$326K Buy
+2,950
New +$334K 0.04% 92

Other funds holding VB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

Sun Life Financial's VB Position: Q3 2017 in Review

Sun Life Financial sold out of Vanguard Small-Cap ETF (VB) in Q3 2017, closing a stake of 5,400 shares — an estimated $732K sold.

Sun Life Financial first reported a position in VB in Q4 2015 and held it in 6 quarters. The position peaked at $732K in Q2 2017. 684 funds tracked by Wall St. Rank hold VB as of Q3 2017.

  • Sun Life Financial reported no remaining Vanguard Small-Cap ETF position as of Q3 2017 after selling out during the quarter.
  • Sun Life Financial sold 5,400 Vanguard Small-Cap ETF shares in Q3 2017, an estimated $732K.
  • Sun Life Financial first reported a position in Vanguard Small-Cap ETF in Q4 2015 and held it in 6 quarters.
  • Sun Life Financial's Vanguard Small-Cap ETF position peaked at $732K in Q2 2017.
  • 684 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2017.

Based on Sun Life Financial's 13F filing for Q3 2017, filed 13 Nov 2017.