Lincoln National Corp’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-40,801	Closed	-$2.37M	–	1089
2024 Q1	$2.37M	Buy	40,801 +3,023	+8%	+$176K	0.04%	297
2023 Q4	$2.2M	Buy	37,778 +3,787	+11%	+$219K	0.04%	271
2023 Q3	$1.96M	Buy	33,991 +10,209	+43%	+$588K	0.04%	250
2023 Q2	$1.37M	Buy	23,782 +8,308	+54%	+$484K	0.03%	336
2023 Q1	$906K	Buy	15,474 +11,440	+284%	+$664K	0.02%	413
2022 Q4	$233K	Buy	+4,034	New	+$233K	0.01%	819
2022 Q3	–	Sell	-4,905	Closed	-$289K	–	905
2022 Q2	$289K	Sell	4,905 -3,984	-45%	-$235K	0.01%	672
2022 Q1	$527K	Buy	8,889 +2,300	+35%	+$138K	0.01%	501
2021 Q4	$401K	Buy	6,589 +26	+0.4%	+$1.59K	0.01%	607
2021 Q3	$403K	Sell	6,563 -298	-4%	-$18.3K	0.01%	571
2021 Q2	$421K	Buy	6,861 +6	+0.1%	+$369	0.01%	543
2021 Q1	$422K	Buy	6,855 +5	+0.1%	+$308	0.01%	504
2020 Q4	$422K	Buy	6,850 +54	+0.8%	+$3.35K	0.01%	463
2020 Q3	$422K	Sell	6,796 -40	-0.6%	-$2.48K	0.01%	417
2020 Q2	$425K	Buy	6,836 +78	+1%	+$4.85K	0.01%	407
2020 Q1	$421K	Buy	6,758 +21	+0.3%	+$1.29K	0.02%	368
2019 Q4	$410K	Buy	+6,737	New	+$410K	0.01%	436

Other funds holding VGSH

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Lincoln National Corp sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2024, closing a stake of 40,801 shares — an estimated $2.37M sold.

Lincoln National Corp first reported a position in VGSH in Q4 2019 and held it in 17 quarters. The position peaked at $2.37M in Q1 2024. 844 funds tracked by Wall St. Rank hold VGSH as of Q2 2024.

Lincoln National Corp reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 40,801 Vanguard Short-Term Treasury ETF shares in Q2 2024, an estimated $2.37M.
Lincoln National Corp first reported a position in Vanguard Short-Term Treasury ETF in Q4 2019 and held it in 17 quarters.
Lincoln National Corp's Vanguard Short-Term Treasury ETF position peaked at $2.37M in Q1 2024.
844 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2024.

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