SLF
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Sun Life Financial’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Sun Life Financial’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-55,641
Closed -$5.9M – 33
2023
Q2 		$5.9M Sell
55,641
-1,176
-2% -$123K 0.36% 22
2023
Q1 		$5.99M Buy
56,817
+95
+0.2% +$10.2K 0.43% 22
2022
Q4 		$6.14M Sell
56,722
-239
-0.4% -$25.4K 0.47% 19
2022
Q3 		$5.4M Buy
56,961
+277
+0.5% +$28.8K 0.43% 19
2022
Q2 		$5.76M Buy
56,684
+147
+0.3% +$15.9K 0.43% 19
2022
Q1 		$6.35M Buy
56,537
+3,276
+6% +$365K 0.29% 24
2021
Q4 		$5.97M Buy
53,261
+3,360
+7% +$366K 0.22% 24
2021
Q3 		$5.16M Buy
49,901
+13,035
+35% +$1.38M 0.3% 22
2021
Q2 		$3.86M Sell
36,866
-224
-0.6% -$23.5K 0.19% 24
2021
Q1 		$3.75M Hold
37,090
– – 0.32% 24
2020
Q4 		$3.39M Sell
37,090
-46,767
-56% -$4.06M 0.45% 22
2020
Q3 		$6.79M Buy
83,857
+4,163
+5% +$341K 1.08% 13
2020
Q2 		$6.28M Buy
79,694
+1,008
+1% +$78.4K 1.22% 12
2020
Q1 		$5.57M Buy
78,686
+5,881
+8% +$505K 1.4% 7
2019
Q4 		$6.82M Sell
72,805
-143
-0.2% -$13K 1.82% 7
2019
Q3 		$6.47M Sell
72,948
-8,300
-10% -$726K 1.67% 8
2019
Q2 		$7.1M Buy
81,248
+651
+0.8% +$56.3K 1.79% 8
2019
Q1 		$6.9M Buy
80,597
+1,873
+2% +$156K 1.52% 9
2018
Q4 		$6.14M Sell
78,724
-862
-1% -$71.9K 1.3% 9
2018
Q3 		$6.93M Sell
79,586
-206
-0.3% -$17.8K 1.26% 10
2018
Q2 		$6.63M Buy
79,792
+73,063
+1,086% +$6.12M 0.94% 15
2018
Q1 		$81.6K Sell
6,729
-74,493
-92% -$6.4M 0.73% 22
2017
Q4 		$6.96M Buy
81,222
+7,723
+11% +$646K 0.71% 17
2017
Q3 		$5.96M Buy
73,499
+1,707
+2% +$135K 0.59% 20
2017
Q2 		$5.61M Buy
71,792
+66,334
+1,215% +$5.17M 0.6% 18
2017
Q1 		$70.3K Buy
+5,458
New +$421K 0.15% 37
2016
Q3 		$2.97M Buy
41,164
+254
+0.6% +$18.5K 0.37% 25
2016
Q2 		$2.92M Buy
40,910
+6,420
+19% +$449K 0.35% 33
2016
Q1 		$2.38M Hold
34,490
– – 4.63% 7
2015
Q4 		$2.3M Buy
+34,490
New +$2.31M 0.31% 30

Other funds holding VYM

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sun Life Financial's VYM Position: Q3 2023 in Review

Sun Life Financial sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2023, closing a stake of 55,641 shares — an estimated $5.9M sold.

Sun Life Financial first reported a position in VYM in Q4 2015 and held it in 30 quarters. The position peaked at $7.1M in Q2 2019. 1,445 funds tracked by Wall St. Rank hold VYM as of Q3 2023.

  • Sun Life Financial reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2023 after selling out during the quarter.
  • Sun Life Financial sold 55,641 Vanguard High Dividend Yield ETF shares in Q3 2023, an estimated $5.9M.
  • Sun Life Financial first reported a position in Vanguard High Dividend Yield ETF in Q4 2015 and held it in 30 quarters.
  • Sun Life Financial's Vanguard High Dividend Yield ETF position peaked at $7.1M in Q2 2019.
  • 1,445 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2023.

Based on Sun Life Financial's 13F filing for Q3 2023, filed 14 Nov 2023.