Sun Life Financial’s Vanguard Mid-Cap ETF VO Stock Holding History

Sun Life Financial’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-18,236	Closed	-$762K	–	623
2019 Q2	$762K	Buy	+18,236	New	+$746K	0.19%	47

Other funds holding VO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Sun Life Financial's VO Position: Q3 2019 in Review

Sun Life Financial sold out of Vanguard Mid-Cap ETF (VO) in Q3 2019, closing a stake of 18,236 shares — an estimated $762K sold.

Sun Life Financial first reported a position in VO in Q2 2019 and held it in 1 quarter. The position peaked at $762K in Q2 2019. 887 funds tracked by Wall St. Rank hold VO as of Q3 2019.

Sun Life Financial reported no remaining Vanguard Mid-Cap ETF position as of Q3 2019 after selling out during the quarter.
Sun Life Financial sold 18,236 Vanguard Mid-Cap ETF shares in Q3 2019, an estimated $762K.
Sun Life Financial first reported a position in Vanguard Mid-Cap ETF in Q2 2019 and held it in 1 quarter.
Sun Life Financial's Vanguard Mid-Cap ETF position peaked at $762K in Q2 2019.
887 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2019.

Based on Sun Life Financial's 13F filing for Q3 2019, filed 13 Nov 2019.