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Sun Life Financial’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Sun Life Financial’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-44,289
Closed -$3.67M – 88
2022
Q1 		$3.67M Hold
44,289
– – 0.17% 27
2021
Q4 		$3.98M Hold
44,289
– – 0.15% 27
2021
Q3 		$3.92M Hold
44,289
– – 0.22% 24
2021
Q2 		$4.1M Sell
44,289
-4,759
-10% -$432K 0.21% 22
2021
Q1 		$4.37M Hold
49,048
– – 0.38% 22
2020
Q4 		$3.88M Sell
49,048
-9,864
-17% -$697K 0.51% 21
2020
Q3 		$3.56M Hold
58,912
– – 0.57% 23
2020
Q2 		$3.4M Hold
58,912
– – 0.66% 21
2020
Q1 		$2.72M Hold
58,912
– – 0.68% 13
2019
Q4 		$3.92M Sell
58,912
-3,068
-5% -$195K 1.05% 12
2019
Q3 		$3.77M Hold
61,980
– – 0.97% 13
2019
Q2 		$3.87M Buy
61,980
+6,330
+11% +$392K 0.97% 13
2019
Q1 		$3.42M Hold
55,650
– – 0.76% 14
2018
Q4 		$2.99M Hold
55,650
– – 0.63% 15
2018
Q3 		$3.77M Hold
55,650
– – 0.68% 19
2018
Q2 		$3.65M Buy
55,650
+47,966
+624% +$3.08M 0.52% 23
2018
Q1 		$31.5K Sell
7,684
-55,334
-88% -$3.43M 0.28% 53
2017
Q4 		$3.85M Sell
63,018
-2,036
-3% -$123K 0.39% 23
2017
Q3 		$3.87M Hold
65,054
– – 0.38% 24
2017
Q2 		$3.67M Buy
65,054
+57,720
+787% +$3.2M 0.39% 24
2017
Q1 		$33.2K Buy
+7,334
New +$402K 0.07% 42
2016
Q4 		– Sell
-76,208
Closed -$3.79M – 518
2016
Q3 		$3.79M Hold
76,208
– – 0.47% 24
2016
Q2 		$3.5M Sell
76,208
-2,170
-3% -$98K 0.41% 29
2016
Q1 		$3.48M Buy
78,378
+12,654
+19% +$524K 6.75% 6
2015
Q4 		$2.96M Buy
+65,724
New +$3.04M 0.41% 26

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sun Life Financial's VTWO Position: Q2 2022 in Review

Sun Life Financial sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2022, closing a stake of 44,289 shares — an estimated $3.67M sold.

Sun Life Financial first reported a position in VTWO in Q4 2015 and held it in 25 quarters. The position peaked at $4.37M in Q1 2021. 380 funds tracked by Wall St. Rank hold VTWO as of Q2 2022.

  • Sun Life Financial reported no remaining Vanguard Russell 2000 ETF position as of Q2 2022 after selling out during the quarter.
  • Sun Life Financial sold 44,289 Vanguard Russell 2000 ETF shares in Q2 2022, an estimated $3.67M.
  • Sun Life Financial first reported a position in Vanguard Russell 2000 ETF in Q4 2015 and held it in 25 quarters.
  • Sun Life Financial's Vanguard Russell 2000 ETF position peaked at $4.37M in Q1 2021.
  • 380 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2022.

Based on Sun Life Financial's 13F filing for Q2 2022, filed 15 Aug 2022.