LNC
VDE icon

Lincoln National Corp’s Vanguard Energy ETF VDE Stock Holding History

Lincoln National Corp’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,988
Closed -$657K – 1084
2024
Q1 		$657K Sell
4,988
-8,154
-62% -$977K 0.01% 650
2023
Q4 		$1.54M Sell
13,142
-753
-5% -$90.3K 0.03% 348
2023
Q3 		$1.76M Buy
13,895
+488
+4% +$59.7K 0.04% 277
2023
Q2 		$1.51M Buy
13,407
+1,001
+8% +$113K 0.03% 313
2023
Q1 		$1.42M Buy
12,406
+76
+0.6% +$9.01K 0.03% 308
2022
Q4 		$1.5M Buy
12,330
+3,297
+36% +$401K 0.03% 278
2022
Q3 		$917K Buy
9,033
+46
+0.5% +$4.89K 0.02% 343
2022
Q2 		$893K Buy
8,987
+1,159
+15% +$130K 0.02% 353
2022
Q1 		$838K Sell
7,828
-70
-0.9% -$6.74K 0.02% 391
2021
Q4 		$613K Buy
7,898
+1,442
+22% +$115K 0.01% 465
2021
Q3 		$477K Buy
6,456
+767
+13% +$53.5K 0.01% 522
2021
Q2 		$431K Sell
5,689
-1,606
-22% -$116K 0.01% 536
2021
Q1 		$497K Buy
7,295
+1,132
+18% +$72.4K 0.01% 463
2020
Q4 		$319K Buy
+6,163
New +$288K 0.01% 556

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Lincoln National Corp sold out of Vanguard Energy ETF (VDE) in Q2 2024, closing a stake of 4,988 shares — an estimated $657K sold.

Lincoln National Corp first reported a position in VDE in Q4 2020 and held it in 14 quarters. The position peaked at $1.76M in Q3 2023. 625 funds tracked by Wall St. Rank hold VDE as of Q2 2024.

  • Lincoln National Corp reported no remaining Vanguard Energy ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 4,988 Vanguard Energy ETF shares in Q2 2024, an estimated $657K.
  • Lincoln National Corp first reported a position in Vanguard Energy ETF in Q4 2020 and held it in 14 quarters.
  • Lincoln National Corp's Vanguard Energy ETF position peaked at $1.76M in Q3 2023.
  • 625 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2024.

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