LNC
VFH icon

Lincoln National Corp’s Vanguard Financials ETF VFH Stock Holding History

Lincoln National Corp’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,828
Closed -$290K – 1085
2024
Q1 		$290K Buy
2,828
+430
+18% +$41.3K ﹤0.01% 978
2023
Q4 		$221K Sell
2,398
-422
-15% -$35.5K ﹤0.01% 1007
2023
Q3 		$227K Buy
2,820
+63
+2% +$5.27K ﹤0.01% 907
2023
Q2 		$224K Sell
2,757
-798
-22% -$62.6K ﹤0.01% 918
2023
Q1 		$277K Sell
3,555
-117
-3% -$9.9K 0.01% 801
2022
Q4 		$304K Buy
3,672
+226
+7% +$18.7K 0.01% 707
2022
Q3 		$256K Sell
3,446
-52
-1% -$4.23K 0.01% 713
2022
Q2 		$270K Buy
3,498
+16
+0.5% +$1.35K 0.01% 692
2022
Q1 		$326K Sell
3,482
-120
-3% -$11.5K 0.01% 691
2021
Q4 		$348K Buy
3,602
+263
+8% +$25.6K 0.01% 660
2021
Q3 		$310K Hold
3,339
– – 0.01% 669
2021
Q2 		$302K Sell
3,339
-938
-22% -$84.8K 0.01% 662
2021
Q1 		$361K Buy
4,277
+1,052
+33% +$83.9K 0.01% 551
2020
Q4 		$235K Buy
+3,225
New +$213K 0.01% 652
2019
Q3 		– Sell
-4,644
Closed -$320K – 616
2019
Q2 		$320K Buy
4,644
+25
+0.5% +$1.7K 0.01% 406
2019
Q1 		$298K Buy
4,619
+25
+0.5% +$1.62K 0.01% 388
2018
Q4 		$273K Sell
4,594
-2,943
-39% -$191K 0.01% 365
2018
Q3 		$523K Buy
7,537
+44
+0.6% +$3.11K 0.02% 265
2018
Q2 		$505K Buy
7,493
+437
+6% +$30.5K 0.02% 263
2018
Q1 		$490K Buy
+7,056
New +$509K 0.02% 265

Other funds holding VFH

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Lincoln National Corp sold out of Vanguard Financials ETF (VFH) in Q2 2024, closing a stake of 2,828 shares — an estimated $290K sold.

Lincoln National Corp first reported a position in VFH in Q1 2018 and held it in 20 quarters. The position peaked at $523K in Q3 2018. 618 funds tracked by Wall St. Rank hold VFH as of Q2 2024.

  • Lincoln National Corp reported no remaining Vanguard Financials ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 2,828 Vanguard Financials ETF shares in Q2 2024, an estimated $290K.
  • Lincoln National Corp first reported a position in Vanguard Financials ETF in Q1 2018 and held it in 20 quarters.
  • Lincoln National Corp's Vanguard Financials ETF position peaked at $523K in Q3 2018.
  • 618 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2024.

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