Vanguard Personalized Indexing Management
SLF icon

Vanguard Personalized Indexing Management’s Sun Life Financial SLF Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio SLF Stock Details SLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.55M Buy
32,568
+2,339
+8% +$168K 0.02% 550
2026
Q1 		$1.89M Sell
30,229
-1,580
-5% -$101K 0.02% 624
2025
Q4 		$1.98M Buy
31,809
+3,901
+14% +$236K 0.02% 603
2025
Q3 		$1.68M Sell
27,908
-2,533
-8% -$152K 0.02% 658
2025
Q2 		$2.02M Buy
30,441
+5,231
+21% +$321K 0.02% 564
2025
Q1 		$1.44M Buy
25,210
+1,027
+4% +$58.5K 0.02% 617
2024
Q4 		$1.44M Buy
24,183
+1,558
+7% +$91.9K 0.02% 605
2024
Q3 		$1.31M Buy
22,625
+1,249
+6% +$65.3K 0.02% 640
2024
Q2 		$1.04M Buy
21,376
+2,853
+15% +$145K 0.02% 667
2024
Q1 		$1.01M Buy
18,523
+2,656
+17% +$141K 0.02% 654
2023
Q4 		$823K Sell
15,867
-1,553
-9% -$76.4K 0.02% 752
2023
Q3 		$850K Buy
17,420
+3,234
+23% +$162K 0.03% 646
2023
Q2 		$739K Buy
14,186
+1,826
+15% +$89.7K 0.02% 722
2023
Q1 		$577K Sell
12,360
-11
-0.1% -$530 0.02% 801
2022
Q4 		$574K Buy
12,371
+4,884
+65% +$216K 0.02% 751
2022
Q3 		$298K Sell
7,487
-3,414
-31% -$153K 0.01% 975
2022
Q2 		$499K Buy
10,901
+2,298
+27% +$114K 0.02% 823
2022
Q1 		$480K Sell
8,603
-369
-4% -$20.3K 0.02% 850
2021
Q4 		$500K Buy
8,972
+1,729
+24% +$95.6K 0.03% 703
2021
Q3 		$373K Buy
7,243
+1,225
+20% +$63K 0.03% 672
2021
Q2 		$310K Sell
6,018
-1,868
-24% -$98.7K 0.03% 717
2021
Q1 		$399K Buy
7,886
+169
+2% +$8.28K 0.06% 396
2020
Q4 		$343K Sell
7,717
-982
-11% -$42.5K 0.07% 317
2020
Q3 		$354K Buy
+8,699
New +$352K 0.1% 252

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Vanguard Personalized Indexing Management's SLF Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Sun Life Financial (SLF) stake by 7.7% in Q2 2026, buying an estimated $168K and bringing the position to 32,568 shares worth $2.55M. The position accounts for 0.02% of the portfolio, ranked #550.

Vanguard Personalized Indexing Management first reported a position in SLF in Q3 2020 and has held it in 24 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Vanguard Personalized Indexing Management held 32,568 shares of Sun Life Financial worth $2.55M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 2,339 Sun Life Financial shares in Q2 2026, an estimated $168K.
  • Sun Life Financial made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #550 holding.
  • Vanguard Personalized Indexing Management first reported a position in Sun Life Financial in Q3 2020 and has held it in 24 quarters since.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.