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 44.69% of Lincoln National Corp's stock portfolio.
  • Added to shares of these 6 stocks: SCHP (+$212M), BSV, BLV, VPL, VMBS, BIV.
  • Reduced shares in these 10 stocks: , AAPL (-$127M), MSFT (-$90M), , IVV (-$73M), QQQ (-$56M), AMZN (-$53M), DFAC (-$50M), NVDA (-$48M), RSP (-$47M).
  • Sold out of its positions in TAFI, ACNB, AFL, AGNC, EQL, AMLP, T, ARKK, ASX, ABT.
  • Lincoln National Corp was a net seller of stock by $-3.5B.
  • Lincoln National Corp has $3.0B in assets under management (AUM), dropping by -53.81%.
  • Central Index Key (CIK): 0000059558

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Portfolio Holdings for Lincoln National Corp

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 11.6 $343M -7% 1.3M 267.51
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Vanguard World Mega Grwth Ind (MGK) 9.7 $286M 910k 314.21
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Vanguard Bd Index Fds Short Trm Bond (BSV) 8.5 $253M 3.3M 76.70
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Vanguard World Mega Cap Val Etf (MGV) 7.7 $228M -2% 1.9M 118.50
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Schwab Strategic Tr Us Tips Etf (SCHP) 7.2 $213M +18532% 4.1M 52.01
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 6.3 $188M 3.9M 48.67
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 5.9 $174M 3.0M 58.64
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.2 $154M -20% 3.1M 49.42
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Vanguard Bd Index Fds Long Term Bond (BLV) 5.1 $152M +3% 2.2M 70.29
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 5.0 $148M 3.3M 45.40
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Vanguard Bd Index Fds Intermed Term (BIV) 4.7 $141M 1.9M 74.89
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Ishares Core Msci Emkt (IEMG) 3.5 $102M -6% 1.9M 53.53
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Vanguard Specialized Funds Div App Etf (VIG) 3.3 $99M -30% 540k 182.55
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 3.1 $91M +2% 1.2M 74.18
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.9 $85M -11% 1.9M 43.76
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 2.8 $83M 1.2M 66.77
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.4 $41M -7% 177k 229.56
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.3 $40M -19% 264k 150.43
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.3 $38M -8% 150k 250.13
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Vanguard Index Fds Sm Cp Val Etf (VBR) 1.2 $37M -21% 201k 182.52
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.1 $32M 275k 117.49
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.8 $25M 618k 40.57
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Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $11M -32% 130k 83.76
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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