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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-370	Closed	-$61K	–	522
2020 Q2	$61K	Hold	370	–	–	0.01%	142
2020 Q1	$47K	Hold	370	–	–	0.01%	136
2019 Q4	$59K	Hold	370	–	–	0.02%	139
2019 Q3	$55K	Hold	370	–	–	0.01%	284
2019 Q2	$55K	Hold	370	–	–	0.01%	284
2019 Q1	$53K	Hold	370	–	–	0.01%	351
2018 Q4	$44K	Hold	370	–	–	0.01%	413
2018 Q3	$53K	Hold	370	–	–	0.01%	431
2018 Q2	$50K	Buy	370 +322	+671%	+$42.8K	0.01%	434
2018 Q1	$370	Sell	48 -322	-87%	-$42.3K	﹤0.01%	457
2017 Q4	$47K	Hold	370	–	–	﹤0.01%	282
2017 Q3	$45K	Hold	370	–	–	﹤0.01%	461
2017 Q2	$44K	Buy	370 +328	+781%	+$38.1K	﹤0.01%	465
2017 Q1	$370	Buy	+42	New	+$4.67K	﹤0.01%	202
2016 Q4	–	Sell	-370	Closed	-$39K	–	516
2016 Q3	$39K	Hold	370	–	–	﹤0.01%	95
2016 Q2	$38K	Hold	370	–	–	﹤0.01%	119
2016 Q1	$37.1K	Hold	370	–	–	0.07%	45
2015 Q4	$37K	Buy	+370	New	+$37.5K	0.01%	102

Other funds holding VOT

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sun Life Financial's VOT Position: Q3 2020 in Review

Sun Life Financial sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q3 2020, closing a stake of 370 shares — an estimated $61K sold.

Sun Life Financial first reported a position in VOT in Q4 2015 and held it in 18 quarters. The position peaked at $61K in Q2 2020. 528 funds tracked by Wall St. Rank hold VOT as of Q3 2020.

Sun Life Financial reported no remaining Vanguard Mid-Cap Growth ETF position as of Q3 2020 after selling out during the quarter.
Sun Life Financial sold 370 Vanguard Mid-Cap Growth ETF shares in Q3 2020, an estimated $61K.
Sun Life Financial first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2015 and held it in 18 quarters.
Sun Life Financial's Vanguard Mid-Cap Growth ETF position peaked at $61K in Q2 2020.
528 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2020.

Based on Sun Life Financial's 13F filing for Q3 2020, filed 9 Nov 2020.