Lincoln National Corp’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-534,833	Closed	-$106M	–	26
2024 Q3	$106M	Sell	534,833 -4,898	-0.9%	-$933K	3.39%	13
2024 Q2	$98.5M	Sell	539,731 -233,594	-30%	-$42M	3.33%	13
2024 Q1	$141M	Buy	773,325 +15,743	+2%	+$2.77M	2.2%	12
2023 Q4	$129M	Buy	757,582 +14,014	+2%	+$2.25M	2.27%	13
2023 Q3	$116M	Buy	743,568 +21,243	+3%	+$3.44M	2.33%	13
2023 Q2	$117M	Sell	722,325 -417	-0.1%	-$65.3K	2.32%	13
2023 Q1	$111M	Buy	722,742 +9,215	+1%	+$1.41M	2.34%	13
2022 Q4	$108M	Buy	713,527 +9,974	+1%	+$1.49M	2.45%	12
2022 Q3	$95.1M	Buy	703,553 +7,923	+1%	+$1.18M	2.34%	13
2022 Q2	$99.8M	Buy	695,630 +377	+0.1%	+$57.4K	2.34%	12
2022 Q1	$113M	Buy	695,253 +6,339	+0.9%	+$1.02M	2.33%	13
2021 Q4	$118M	Buy	688,914 +18,842	+3%	+$3.11M	2.39%	12
2021 Q3	$103M	Buy	670,072 +12,559	+2%	+$2M	2.26%	12
2021 Q2	$102M	Sell	657,513 -17,880	-3%	-$2.74M	2.18%	13
2021 Q1	$99.3M	Buy	675,393 +54,236	+9%	+$7.72M	2.45%	10
2020 Q4	$87.7M	Buy	621,157 +1,818	+0.3%	+$246K	2.32%	10
2020 Q3	$79.7M	Buy	619,339 +17,942	+3%	+$2.26M	2.37%	10
2020 Q2	$70.5M	Buy	601,397 +26,428	+5%	+$3.01M	2.25%	10
2020 Q1	$59.4M	Sell	574,969 -5,394	-0.9%	-$644K	2.23%	10
2019 Q4	$72.3M	Buy	580,363 +31,954	+6%	+$3.87M	2.34%	10
2019 Q3	$65.6M	Buy	548,409 +3,514	+0.6%	+$415K	2.42%	10
2019 Q2	$62.8M	Buy	544,895 +5,982	+1%	+$671K	2.43%	10
2019 Q1	$59.1M	Buy	538,913 +26,314	+5%	+$2.77M	2.45%	10
2018 Q4	$50.2M	Buy	512,599 +7,218	+1%	+$753K	2.31%	10
2018 Q3	$55.9M	Buy	505,381 +10,902	+2%	+$1.17M	1.9%	11
2018 Q2	$50.2M	Buy	494,479 +21,039	+4%	+$2.14M	1.84%	11
2018 Q1	$47.8M	Sell	473,440 -96,700	-17%	-$10M	1.76%	11
2017 Q4	$58.2M	Buy	570,140 +106,204	+23%	+$10.5M	1.77%	10
2017 Q3	$44M	Buy	463,936 +24,173	+5%	+$2.26M	1.85%	10
2017 Q2	$40.8M	Buy	439,763 +22,211	+5%	+$2.04M	1.91%	10
2017 Q1	$37.6M	Buy	417,552 +15,885	+4%	+$1.41M	1.93%	10
2016 Q4	$34.2M	Buy	401,667 +18,799	+5%	+$1.58M	1.88%	10
2016 Q3	$32.1M	Buy	382,868 +29,633	+8%	+$2.51M	1.81%	10
2016 Q2	$29.4M	Buy	353,235 +26,545	+8%	+$2.17M	1.74%	10
2016 Q1	$26.5M	Buy	326,690 +17,786	+6%	+$1.36M	1.87%	10
2015 Q4	$23.9M	Buy	308,904 +17,719	+6%	+$1.38M	1.87%	10
2015 Q3	$21.5M	Buy	291,185 +8,226	+3%	+$637K	1.65%	11
2015 Q2	$22.3M	Buy	282,959 +14,208	+5%	+$1.15M	1.65%	11
2015 Q1	$21.6M	Buy	268,751 +17,732	+7%	+$1.44M	1.75%	10
2014 Q4	$20.4M	Buy	251,019 +13,121	+6%	+$1.04M	1.77%	11
2014 Q3	$18.3M	Buy	237,898 +5,546	+2%	+$430K	1.75%	12
2014 Q2	$18.1M	Buy	232,352 +12,798	+6%	+$979K	1.87%	12
2014 Q1	$16.5M	Buy	219,554 +23,233	+12%	+$1.71M	2.28%	10
2013 Q4	$14.8M	Buy	+196,321	New	+$14.3M	2.22%	10

Other funds holding VIG

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Lincoln National Corp's VIG Position: Q4 2024 in Review

Lincoln National Corp sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2024, closing a stake of 534,833 shares — an estimated $106M sold.

Lincoln National Corp first reported a position in VIG in Q4 2013 and held it in 44 quarters. The position peaked at $141M in Q1 2024. 2,316 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

Lincoln National Corp reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2024 after selling out during the quarter.
Lincoln National Corp sold 534,833 Vanguard Dividend Appreciation ETF shares in Q4 2024, an estimated $106M.
Lincoln National Corp first reported a position in Vanguard Dividend Appreciation ETF in Q4 2013 and held it in 44 quarters.
Lincoln National Corp's Vanguard Dividend Appreciation ETF position peaked at $141M in Q1 2024.
2,316 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on Lincoln National Corp's 13F filing for Q4 2024, filed 6 Feb 2025.