LNC
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Lincoln National Corp’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Lincoln National Corp’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,482
Closed -$418K – 336
2024
Q1 		$418K Sell
4,482
-1,012
-18% -$90K 0.01% 821
2023
Q4 		$467K Buy
5,494
+8
+0.1% +$630 0.01% 704
2023
Q3 		$413K Buy
5,486
+808
+17% +$63.4K 0.01% 661
2023
Q2 		$367K Buy
4,678
+1,175
+34% +$86.5K 0.01% 713
2023
Q1 		$251K Buy
3,503
+6
+0.2% +$418 0.01% 837
2022
Q4 		$230K Buy
3,497
+13
+0.4% +$867 0.01% 823
2022
Q3 		$219K Sell
3,484
-897
-20% -$63K 0.01% 782
2022
Q2 		$291K Buy
4,381
+913
+26% +$65.9K 0.01% 666
2022
Q1 		$281K Buy
3,468
+2
+0.1% +$161 0.01% 732
2021
Q4 		$304K Buy
3,466
+2
+0.1% +$171 0.01% 704
2021
Q3 		$277K Buy
3,464
+667
+24% +$54.9K 0.01% 715
2021
Q2 		$224K Hold
2,797
– – ﹤0.01% 768
2021
Q1 		$207K Buy
+2,797
New +$203K 0.01% 750

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lincoln National Corp's ESGV Position: Q2 2024 in Review

Lincoln National Corp sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2024, closing a stake of 4,482 shares — an estimated $418K sold.

Lincoln National Corp first reported a position in ESGV in Q1 2021 and held it in 13 quarters. The position peaked at $467K in Q4 2023. 496 funds tracked by Wall St. Rank hold ESGV as of Q2 2024.

  • Lincoln National Corp reported no remaining Vanguard ESG US Stock ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 4,482 Vanguard ESG US Stock ETF shares in Q2 2024, an estimated $418K.
  • Lincoln National Corp first reported a position in Vanguard ESG US Stock ETF in Q1 2021 and held it in 13 quarters.
  • Lincoln National Corp's Vanguard ESG US Stock ETF position peaked at $467K in Q4 2023.
  • 496 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.