LNC
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Lincoln National Corp’s Vanguard Health Care ETF VHT Stock Holding History

Lincoln National Corp’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,586
Closed -$1.78M – 1091
2024
Q1 		$1.78M Sell
6,586
-1,057
-14% -$278K 0.03% 357
2023
Q4 		$1.92M Sell
7,643
-656
-8% -$155K 0.03% 297
2023
Q3 		$1.95M Buy
8,299
+274
+3% +$66.8K 0.04% 251
2023
Q2 		$1.96M Buy
8,025
+344
+4% +$83.7K 0.04% 254
2023
Q1 		$1.83M Buy
7,681
+778
+11% +$187K 0.04% 259
2022
Q4 		$1.71M Sell
6,903
-222
-3% -$53.8K 0.04% 248
2022
Q3 		$1.59M Buy
7,125
+21
+0.3% +$5.01K 0.04% 248
2022
Q2 		$1.67M Buy
7,104
+933
+15% +$225K 0.04% 238
2022
Q1 		$1.57M Buy
6,171
+627
+11% +$155K 0.03% 270
2021
Q4 		$1.48M Buy
5,544
+319
+6% +$81.3K 0.03% 272
2021
Q3 		$1.29M Buy
5,225
+442
+9% +$113K 0.03% 278
2021
Q2 		$1.18M Buy
4,783
+87
+2% +$20.8K 0.03% 279
2021
Q1 		$1.07M Buy
4,696
+245
+6% +$56.2K 0.03% 280
2020
Q4 		$996K Sell
4,451
-71
-2% -$15.2K 0.03% 281
2020
Q3 		$922K Buy
4,522
+72
+2% +$14.6K 0.03% 266
2020
Q2 		$857K Sell
4,450
-246
-5% -$46.2K 0.03% 275
2020
Q1 		$780K Buy
4,696
+430
+10% +$78.6K 0.03% 254
2019
Q4 		$818K Buy
4,266
+629
+17% +$113K 0.03% 301
2019
Q3 		$610K Buy
3,637
+1,168
+47% +$200K 0.02% 308
2019
Q2 		$429K Sell
2,469
-129
-5% -$21.8K 0.02% 347
2019
Q1 		$448K Sell
2,598
-236
-8% -$40K 0.02% 316
2018
Q4 		$455K Sell
2,834
-1,186
-30% -$201K 0.02% 286
2018
Q3 		$726K Sell
4,020
-54
-1% -$9.28K 0.02% 217
2018
Q2 		$649K Sell
4,074
-174
-4% -$27.4K 0.02% 223
2018
Q1 		$652K Sell
4,248
-397
-9% -$63.4K 0.02% 227
2017
Q4 		$716K Buy
4,645
+2,396
+107% +$368K 0.02% 292
2017
Q3 		$343K Buy
2,249
+775
+53% +$116K 0.01% 280
2017
Q2 		$217K Hold
1,474
– – 0.01% 319
2017
Q1 		$203K Buy
+1,474
New +$199K 0.01% 314

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Lincoln National Corp sold out of Vanguard Health Care ETF (VHT) in Q2 2024, closing a stake of 6,586 shares — an estimated $1.78M sold.

Lincoln National Corp first reported a position in VHT in Q1 2017 and held it in 29 quarters. The position peaked at $1.96M in Q2 2023. 998 funds tracked by Wall St. Rank hold VHT as of Q2 2024.

  • Lincoln National Corp reported no remaining Vanguard Health Care ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 6,586 Vanguard Health Care ETF shares in Q2 2024, an estimated $1.78M.
  • Lincoln National Corp first reported a position in Vanguard Health Care ETF in Q1 2017 and held it in 29 quarters.
  • Lincoln National Corp's Vanguard Health Care ETF position peaked at $1.96M in Q2 2023.
  • 998 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2024.

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