Lincoln National Corp’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Lincoln National Corp’s Portfolio VGLT Stock Details VGLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-21,289	Closed	-$1.26M	–	1088
2024 Q1	$1.26M	Sell	21,289 -7,042	-25%	-$417K	0.02%	445
2023 Q4	$1.74M	Buy	28,331 +19,640	+226%	+$1.11M	0.03%	320
2023 Q3	$482K	Buy	8,691 +823	+10%	+$49.2K	0.01%	617
2023 Q2	$500K	Buy	7,868 +1,186	+18%	+$76.1K	0.01%	608
2023 Q1	$438K	Buy	6,682 +144	+2%	+$9.29K	0.01%	638
2022 Q4	$403K	Buy	6,538 +3,301	+102%	+$205K	0.01%	597
2022 Q3	$204K	Buy	+3,237	New	+$223K	0.01%	813
2022 Q1	–	Sell	-2,403	Closed	-$215K	–	959
2021 Q4	$215K	Buy	+2,403	New	+$214K	﹤0.01%	826

Other funds holding VGLT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Lincoln National Corp sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q2 2024, closing a stake of 21,289 shares — an estimated $1.26M sold.

Lincoln National Corp first reported a position in VGLT in Q4 2021 and held it in 8 quarters. The position peaked at $1.74M in Q4 2023. 368 funds tracked by Wall St. Rank hold VGLT as of Q2 2024.

Lincoln National Corp reported no remaining Vanguard Long-Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 21,289 Vanguard Long-Term Treasury ETF shares in Q2 2024, an estimated $1.26M.
Lincoln National Corp first reported a position in Vanguard Long-Term Treasury ETF in Q4 2021 and held it in 8 quarters.
Lincoln National Corp's Vanguard Long-Term Treasury ETF position peaked at $1.74M in Q4 2023.
368 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2024.

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