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Lincoln National Corp’s Vanguard Small-Cap ETF VB Stock Holding History

Lincoln National Corp’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$74.5M Sell
284,318
-17,373
-6% -$4.7M 2.16% 18
2025
Q4 		$77.8M Buy
301,691
+9,128
+3% +$2.34M 2.28% 17
2025
Q3 		$74.4M Buy
292,563
+501
+0.2% +$124K 2.12% 18
2025
Q2 		$69.2M Buy
292,062
+11,399
+4% +$2.54M 2.1% 18
2025
Q1 		$62.2M Buy
280,663
+8,684
+3% +$2.07M 2.01% 18
2024
Q4 		$65.4M Buy
+271,979
New +$66.9M 2.1% 18
2024
Q2 		– Sell
-54,590
Closed -$12.5M – 1079
2024
Q1 		$12.5M Sell
54,590
-2,497
-4% -$537K 0.19% 78
2023
Q4 		$12.2M Buy
57,087
+6,556
+13% +$1.26M 0.21% 69
2023
Q3 		$9.55M Buy
50,531
+2,768
+6% +$551K 0.19% 72
2023
Q2 		$9.5M Buy
47,763
+7,105
+17% +$1.34M 0.19% 75
2023
Q1 		$7.71M Buy
40,658
+2,371
+6% +$460K 0.16% 80
2022
Q4 		$7.03M Buy
38,287
+3,772
+11% +$699K 0.16% 82
2022
Q3 		$5.9M Sell
34,515
-2,125
-6% -$401K 0.15% 90
2022
Q2 		$6.45M Sell
36,640
-265
-0.7% -$51.2K 0.15% 89
2022
Q1 		$7.84M Buy
36,905
+2,386
+7% +$502K 0.16% 80
2021
Q4 		$7.8M Buy
34,519
+3,954
+13% +$898K 0.16% 76
2021
Q3 		$6.68M Buy
30,565
+3,662
+14% +$814K 0.15% 77
2021
Q2 		$6.06M Buy
26,903
+655
+2% +$145K 0.13% 85
2021
Q1 		$5.62M Buy
26,248
+4,344
+20% +$915K 0.14% 82
2020
Q4 		$4.26M Buy
21,904
+2,685
+14% +$474K 0.11% 95
2020
Q3 		$2.96M Buy
19,219
+1,003
+6% +$154K 0.09% 127
2020
Q2 		$2.65M Buy
18,216
+523
+3% +$70.2K 0.08% 128
2020
Q1 		$2.04M Buy
17,693
+2,734
+18% +$411K 0.08% 132
2019
Q4 		$2.48M Buy
14,959
+2,454
+20% +$391K 0.08% 133
2019
Q3 		$1.92M Buy
12,505
+2,771
+28% +$430K 0.07% 130
2019
Q2 		$1.52M Buy
9,734
+1,010
+12% +$156K 0.06% 146
2019
Q1 		$1.33M Sell
8,724
-1,617
-16% -$240K 0.06% 156
2018
Q4 		$1.36M Sell
10,341
-1,033
-9% -$150K 0.06% 135
2018
Q3 		$1.85M Buy
11,374
+460
+4% +$74.4K 0.06% 108
2018
Q2 		$1.7M Buy
10,914
+769
+8% +$118K 0.06% 108
2018
Q1 		$1.49M Sell
10,145
-3,282
-24% -$490K 0.05% 118
2017
Q4 		$1.99M Buy
13,427
+7,890
+142% +$1.14M 0.06% 149
2017
Q3 		$782K Buy
5,537
+1,175
+27% +$160K 0.03% 164
2017
Q2 		$591K Buy
4,362
+621
+17% +$83.2K 0.03% 171
2017
Q1 		$499K Sell
3,741
-178
-5% -$23.6K 0.03% 185
2016
Q4 		$505K Buy
3,919
+428
+12% +$53.1K 0.03% 174
2016
Q3 		$427K Buy
3,491
+426
+14% +$51.5K 0.02% 182
2016
Q2 		$355K Buy
3,065
+230
+8% +$26.1K 0.02% 194
2016
Q1 		$316K Buy
+2,835
New +$294K 0.02% 190
2015
Q4 		– Sell
-1,828
Closed -$201K – 209
2015
Q3 		$201K Buy
1,828
+118
+7% +$13.8K 0.02% 169
2015
Q2 		$208K Buy
+1,710
New +$210K 0.02% 168

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Lincoln National Corp's VB Position: Q1 2026 in Review

Lincoln National Corp reduced its Vanguard Small-Cap ETF (VB) stake by 5.8% in Q1 2026, selling an estimated $4.7M and leaving 284,318 shares worth $74.5M. The position accounts for 2.16% of the portfolio, ranked #18.

Lincoln National Corp first reported a position in VB in Q2 2015 and has held it in 41 quarters since. The position peaked at $77.8M in Q4 2025. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Lincoln National Corp held 284,318 shares of Vanguard Small-Cap ETF worth $74.5M as of Q1 2026.
  • Lincoln National Corp sold 17,373 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $4.7M.
  • Vanguard Small-Cap ETF made up 2.16% of Lincoln National Corp's portfolio in Q1 2026, its #18 holding.
  • Lincoln National Corp first reported a position in Vanguard Small-Cap ETF in Q2 2015 and has held it in 41 quarters since.
  • Lincoln National Corp's Vanguard Small-Cap ETF position peaked at $77.8M in Q4 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Lincoln National Corp's 13F filing for Q1 2026, filed 4 May 2026.