Lincoln National

Latest statistics and disclosures from Lincoln National Corp's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VTI, MGK, BSV, MGV, SCHP, and represent 44.01% of Lincoln National Corp's stock portfolio.
  • Added to shares of these 10 stocks: BSV (+$5.0M), BNDX, VBK, VOT, VBR, SCHP, VGK, VEA, VMBS, VOE.
  • Reduced shares in these 9 stocks: MGK (-$11M), VTI, BLV, IEMG, VIG, VWO, VNQ, VNQI, VSS.
  • Lincoln National Corp was a net seller of stock by $-3.7M.
  • Lincoln National Corp has $3.1B in assets under management (AUM), dropping by 5.53%.
  • Central Index Key (CIK): 0000059558

Tip: Access up to 7 years of quarterly data

Positions held by Lincoln National consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Lincoln National Corp

Lincoln National Corp holds 23 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 11.5 $360M 1.3M 283.16
 View chart
Vanguard World Mega Grwth Ind (MGK) 9.0 $282M -3% 875k 321.95
 View chart
Vanguard Bd Index Fds Short Trm Bond (BSV) 8.5 $265M 3.4M 78.69
 View chart
Vanguard World Mega Cap Val Etf (MGV) 7.9 $247M 1.9M 128.28
 View chart
Schwab Strategic Tr Us Tips Etf (SCHP) 7.1 $220M 4.1M 53.63
 View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 6.3 $197M 3.9M 50.28
 View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 6.0 $187M 3.0M 63.00
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.3 $165M 3.1M 52.81
 View chart
Vanguard Bd Index Fds Long Term Bond (BLV) 5.1 $160M 2.1M 75.17
 View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 4.9 $154M 3.3M 47.21
 View chart
Vanguard Bd Index Fds Intermed Term (BIV) 4.7 $147M 1.9M 78.37
 View chart
Ishares Core Msci Emkt (IEMG) 3.4 $108M 1.9M 57.41
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 3.4 $106M 535k 198.06
 View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 3.1 $97M 1.2M 78.39
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.9 $92M 1.9M 47.85
 View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 2.8 $89M 1.2M 71.10
 View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.4 $45M 268k 167.67
 View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.4 $45M +3% 183k 243.47
 View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.3 $42M +4% 156k 267.37
 View chart
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.3 $42M +3% 207k 200.78
 View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.1 $35M 275k 125.96
 View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.9 $28M -2% 602k 46.91
 View chart
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $12M -6% 122k 97.42
 View chart

Past Filings by Lincoln National Corp

SEC 13F filings are viewable for Lincoln National Corp going back to 2013

View all past filings