Lincoln National

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

  • Top 5 stock holdings are VUG, BSV, VTI, VTV, SCHP, and represent 40.37% of Lincoln National Corp's stock portfolio.
  • Added to shares of these 10 stocks: VUG (+$293M), VTV (+$239M), VOO (+$209M), VTHR (+$120M), SCHP (+$106M), VB (+$65M), VXF (+$31M), BLV (+$13M), BSV (+$11M), BNDX (+$10M).
  • Started 6 new stock positions in VXF, VUG, VOO, VB, VTHR, VTV.
  • Reduced shares in these 9 stocks: MGK (-$282M), MGV (-$247M), VTI (-$129M), VIG (-$106M), VOE (-$45M), VOT (-$45M), VBK (-$42M), VBR (-$42M), VNQ (-$12M).
  • Sold out of its positions in VIG, MGK, MGV, VOE, VOT, VNQ, VBK, VBR.
  • Lincoln National Corp was a net buyer of stock by $204M.
  • Lincoln National Corp has $3.1B in assets under management (AUM), dropping by -0.45%.
  • Central Index Key (CIK): 0000059558

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Portfolio Holdings for Lincoln National Corp

Lincoln National Corp holds 21 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 9.4 $293M NEW 714k 410.44
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Vanguard Bd Index Fds Short Trm Bond (BSV) 8.7 $271M +4% 3.5M 77.27
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Vanguard Index Fds Total Stk Mkt (VTI) 7.7 $239M -35% 826k 289.81
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Vanguard Index Fds Value Etf (VTV) 7.7 $239M NEW 1.4M 169.30
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Schwab Strategic Tr Us Tips Etf (SCHP) 6.8 $213M +100% 8.2M 25.83
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.7 $209M NEW 388k 538.81
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 6.5 $202M +5% 4.1M 49.05
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 5.7 $178M +4% 3.1M 57.41
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Vanguard Bd Index Fds Long Term Bond (BLV) 5.1 $158M +8% 2.3M 68.43
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.1 $158M +5% 3.3M 47.82
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 5.0 $157M +5% 3.5M 45.34
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Vanguard Bd Index Fds Intermed Term (BIV) 4.8 $149M +6% 2.0M 74.73
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Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 3.8 $120M NEW 460k 259.74
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Ishares Core Msci Emkt (IEMG) 3.4 $105M +7% 2.0M 52.22
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 3.0 $92M +4% 1.3M 71.04
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.8 $86M 1.9M 44.04
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 2.8 $86M +7% 1.3M 63.47
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Vanguard Index Fds Small Cp Etf (VB) 2.1 $65M NEW 272k 240.28
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.1 $33M +5% 289k 114.48
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Vanguard Index Fds Extend Mkt Etf (VXF) 1.0 $31M NEW 161k 189.98
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.8 $26M +9% 661k 39.56
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Past Filings by Lincoln National Corp

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

View all past filings