LNC
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Lincoln National Corp’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Lincoln National Corp’s Portfolio VGIT Stock Details VGIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,884
Closed -$227K – 1087
2024
Q1 		$227K Sell
3,884
-3,338
-46% -$196K ﹤0.01% 1092
2023
Q4 		$428K Buy
7,222
+994
+16% +$57.3K 0.01% 731
2023
Q3 		$356K Sell
6,228
-248
-4% -$14.4K 0.01% 723
2023
Q2 		$380K Buy
6,476
+1,835
+40% +$109K 0.01% 703
2023
Q1 		$278K Sell
4,641
-460
-9% -$27.2K 0.01% 800
2022
Q4 		$298K Buy
5,101
+273
+6% +$16K 0.01% 715
2022
Q3 		$282K Buy
4,828
+36
+0.8% +$2.18K 0.01% 683
2022
Q2 		$293K Sell
4,792
-9,301
-66% -$570K 0.01% 662
2022
Q1 		$887K Sell
14,093
-82
-0.6% -$5.3K 0.02% 376
2021
Q4 		$942K Buy
14,175
+236
+2% +$15.8K 0.02% 359
2021
Q3 		$942K Buy
13,939
+273
+2% +$18.6K 0.02% 347
2021
Q2 		$927K Sell
13,666
-215
-2% -$14.6K 0.02% 336
2021
Q1 		$933K Buy
13,881
+1,793
+15% +$123K 0.02% 315
2020
Q4 		$839K Buy
12,088
+1,271
+12% +$88.9K 0.02% 314
2020
Q3 		$763K Buy
10,817
+1,561
+17% +$110K 0.02% 301
2020
Q2 		$653K Buy
9,256
+39
+0.4% +$2.75K 0.02% 326
2020
Q1 		$650K Buy
9,217
+30
+0.3% +$2.04K 0.02% 287
2019
Q4 		$605K Buy
+9,187
New +$609K 0.02% 358

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Lincoln National Corp sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2024, closing a stake of 3,884 shares — an estimated $227K sold.

Lincoln National Corp first reported a position in VGIT in Q4 2019 and held it in 18 quarters. The position peaked at $942K in Q4 2021. 677 funds tracked by Wall St. Rank hold VGIT as of Q2 2024.

  • Lincoln National Corp reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 3,884 Vanguard Intermediate-Term Treasury ETF shares in Q2 2024, an estimated $227K.
  • Lincoln National Corp first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2019 and held it in 18 quarters.
  • Lincoln National Corp's Vanguard Intermediate-Term Treasury ETF position peaked at $942K in Q4 2021.
  • 677 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2024.

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