Sun Life Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-25,638	Closed	-$5.3M	–	471
2021 Q1	$5.3M	Hold	25,638	–	–	0.46%	20
2020 Q4	$4.99M	Hold	25,638	–	–	0.65%	18
2020 Q3	$4.37M	Sell	25,638 -10,040	-28%	-$1.69M	0.7%	21
2020 Q2	$5.58M	Hold	35,678	–	–	1.09%	14
2020 Q1	$4.6M	Hold	35,678	–	–	1.16%	10
2019 Q4	$5.84M	Hold	35,678	–	–	1.56%	9
2019 Q3	$5.39M	Hold	35,678	–	–	1.39%	10
2019 Q2	$5.36M	Hold	35,678	–	–	1.35%	10
2019 Q1	$5.16M	Hold	35,678	–	–	1.14%	11
2018 Q4	$4.55M	Hold	35,678	–	–	0.96%	12
2018 Q3	$5.34M	Hold	35,678	–	–	0.97%	16
2018 Q2	$5.01M	Buy	35,678 +30,836	+637%	+$4.3M	0.71%	19
2018 Q1	$35.7K	Sell	4,842 -39,611	-89%	-$5.55M	0.32%	47
2017 Q4	$6.1M	Sell	44,453 -7,989	-15%	-$1.07M	0.62%	19
2017 Q3	$6.79M	Hold	52,442	–	–	0.67%	18
2017 Q2	$6.53M	Buy	52,442 +46,080	+724%	+$5.68M	0.7%	16
2017 Q1	$52.4K	Buy	+6,362	New	+$762K	0.11%	39
2016 Q3	$6.6M	Hold	59,318	–	–	0.82%	17
2016 Q2	$6.36M	Hold	59,318	–	–	0.75%	17
2016 Q1	$6.22M	Sell	59,318 -59,318	-50%	-$5.88M	12.08%	3
2015 Q4	$12.4M	Buy	+118,636	New	+$12.5M	1.69%	13

Other funds holding VTI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Sun Life Financial's VTI Position: Q2 2021 in Review

Sun Life Financial sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2021, closing a stake of 25,638 shares — an estimated $5.3M sold.

Sun Life Financial first reported a position in VTI in Q4 2015 and held it in 21 quarters. The position peaked at $12.4M in Q4 2015. 1,865 funds tracked by Wall St. Rank hold VTI as of Q2 2021.

Sun Life Financial reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2021 after selling out during the quarter.
Sun Life Financial sold 25,638 Vanguard Morningstar Total Stock Market ETF shares in Q2 2021, an estimated $5.3M.
Sun Life Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2015 and held it in 21 quarters.
Sun Life Financial's Vanguard Morningstar Total Stock Market ETF position peaked at $12.4M in Q4 2015.
1,865 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.