LNC
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Lincoln National Corp’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Lincoln National Corp’s Portfolio VFMO Stock Details VFMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,988
Closed -$301K – 1086
2024
Q1 		$301K Buy
1,988
+15
+0.8% +$2.11K ﹤0.01% 955
2023
Q4 		$259K Buy
1,973
+6
+0.3% +$707 ﹤0.01% 936
2023
Q3 		$223K Buy
1,967
+2
+0.1% +$239 ﹤0.01% 920
2023
Q2 		$238K Buy
+1,965
New +$224K ﹤0.01% 888

Other funds holding VFMO

RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Lincoln National Corp sold out of Vanguard US Momentum Factor ETF (VFMO) in Q2 2024, closing a stake of 1,988 shares — an estimated $301K sold.

Lincoln National Corp first reported a position in VFMO in Q2 2023 and held it in 4 quarters. The position peaked at $301K in Q1 2024. 90 funds tracked by Wall St. Rank hold VFMO as of Q2 2024.

  • Lincoln National Corp reported no remaining Vanguard US Momentum Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 1,988 Vanguard US Momentum Factor ETF shares in Q2 2024, an estimated $301K.
  • Lincoln National Corp first reported a position in Vanguard US Momentum Factor ETF in Q2 2023 and held it in 4 quarters.
  • Lincoln National Corp's Vanguard US Momentum Factor ETF position peaked at $301K in Q1 2024.
  • 90 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2024.

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