SLF
VGSH icon

Sun Life Financial’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Sun Life Financial’s Portfolio VGSH Stock Details VGSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-26,450
Closed -$1.55M – 52
2025
Q4 		$1.55M Sell
26,450
-17,050
-39% -$1M 0.08% 24
2025
Q3 		$2.56M Sell
43,500
-268,725
-86% -$15.8M 0.13% 30
2025
Q2 		$18.4M Buy
+312,225
New +$18.3M 1% 16

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Sun Life Financial's VGSH Position: Q1 2026 in Review

Sun Life Financial sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2026, closing a stake of 26,450 shares — an estimated $1.55M sold.

Sun Life Financial first reported a position in VGSH in Q2 2025 and held it in 3 quarters. The position peaked at $18.4M in Q2 2025. 1,062 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.

  • Sun Life Financial reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Sun Life Financial sold 26,450 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $1.55M.
  • Sun Life Financial first reported a position in Vanguard Short-Term Treasury ETF in Q2 2025 and held it in 3 quarters.
  • Sun Life Financial's Vanguard Short-Term Treasury ETF position peaked at $18.4M in Q2 2025.
  • 1,062 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.

Based on Sun Life Financial's 13F filing for Q1 2026, filed 14 May 2026.