Lincoln National Corp’s Vanguard Real Estate ETF VNQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-122,083	Closed	-$11.9M	–	27
2024 Q3	$11.9M	Sell	122,083 -7,829	-6%	-$721K	0.38%	23
2024 Q2	$10.9M	Sell	129,912 -63,654	-33%	-$5.26M	0.37%	23
2024 Q1	$16.7M	Sell	193,566 -3,484	-2%	-$298K	0.26%	63
2023 Q4	$17.4M	Buy	197,050 +17,584	+10%	+$1.39M	0.31%	51
2023 Q3	$13.6M	Buy	179,466 +18,745	+12%	+$1.55M	0.27%	57
2023 Q2	$13.4M	Buy	160,721 +4,725	+3%	+$387K	0.27%	55
2023 Q1	$13M	Sell	155,996 -1,668	-1%	-$143K	0.27%	53
2022 Q4	$13M	Buy	157,664 +7,924	+5%	+$657K	0.29%	48
2022 Q3	$12M	Sell	149,740 -9,510	-6%	-$889K	0.3%	46
2022 Q2	$14.5M	Sell	159,250 -3,499	-2%	-$349K	0.34%	43
2022 Q1	$17.6M	Buy	162,749 +2,745	+2%	+$291K	0.36%	40
2021 Q4	$18.6M	Buy	160,004 +9,547	+6%	+$1.04M	0.37%	37
2021 Q3	$15.3M	Sell	150,457 -1,782	-1%	-$189K	0.34%	39
2021 Q2	$15.5M	Buy	152,239 +2,116	+1%	+$210K	0.33%	42
2021 Q1	$13.8M	Sell	150,123 -74,851	-33%	-$6.58M	0.34%	42
2020 Q4	$19.1M	Buy	224,974 +7,223	+3%	+$599K	0.5%	33
2020 Q3	$17.2M	Sell	217,751 -23,548	-10%	-$1.89M	0.51%	32
2020 Q2	$18.9M	Sell	241,299 -6,147	-2%	-$466K	0.61%	30
2020 Q1	$17.3M	Buy	247,446 +9,714	+4%	+$853K	0.65%	28
2019 Q4	$22.1M	Buy	237,732 +13,059	+6%	+$1.21M	0.71%	24
2019 Q3	$21M	Buy	224,673 +10,847	+5%	+$985K	0.77%	24
2019 Q2	$18.7M	Sell	213,826 -2,774	-1%	-$243K	0.72%	24
2019 Q1	$18.8M	Buy	216,600 +129	+0.1%	+$10.7K	0.78%	24
2018 Q4	$16.1M	Buy	216,471 +11,163	+5%	+$879K	0.74%	23
2018 Q3	$16.6M	Buy	205,308 +3,676	+2%	+$303K	0.56%	23
2018 Q2	$16.4M	Sell	201,632 -808	-0.4%	-$62.6K	0.6%	21
2018 Q1	$15.3M	Sell	202,440 -80,548	-28%	-$6.16M	0.56%	22
2017 Q4	$23.5M	Buy	282,988 +128,179	+83%	+$10.7M	0.71%	24
2017 Q3	$12.9M	Buy	154,809 +15,810	+11%	+$1.32M	0.54%	26
2017 Q2	$11.6M	Buy	138,999 +12,340	+10%	+$1.03M	0.54%	26
2017 Q1	$10.5M	Buy	126,659 +11,771	+10%	+$976K	0.54%	25
2016 Q4	$9.48M	Buy	114,888 +8,954	+8%	+$729K	0.52%	24
2016 Q3	$9.19M	Buy	105,934 +14,684	+16%	+$1.31M	0.52%	24
2016 Q2	$8.09M	Buy	91,250 +12,908	+16%	+$1.08M	0.48%	25
2016 Q1	$6.57M	Buy	78,342 +12,164	+18%	+$947K	0.46%	25
2015 Q4	$5.26M	Sell	66,178 -51,355	-44%	-$4.07M	0.41%	25
2015 Q3	$8.88M	Buy	117,533 +2,778	+2%	+$213K	0.68%	23
2015 Q2	$8.59M	Buy	114,755 +10,792	+10%	+$863K	0.64%	22
2015 Q1	$8.74M	Buy	103,963 +4,675	+5%	+$397K	0.71%	22
2014 Q4	$8.04M	Buy	99,288 +5,243	+6%	+$411K	0.7%	22
2014 Q3	$6.76M	Sell	94,045 -1,366	-1%	-$103K	0.65%	23
2014 Q2	$7.14M	Buy	95,411 +7,364	+8%	+$542K	0.74%	22
2014 Q1	$6.22M	Sell	88,047 -22,364	-20%	-$1.53M	0.86%	21
2013 Q4	$7.13M	Buy	+110,411	New	+$7.38M	1.07%	19

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Lincoln National Corp sold out of Vanguard Real Estate ETF (VNQ) in Q4 2024, closing a stake of 122,083 shares — an estimated $11.9M sold.

Lincoln National Corp first reported a position in VNQ in Q4 2013 and held it in 44 quarters. The position peaked at $23.5M in Q4 2017. 1,734 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

Lincoln National Corp reported no remaining Vanguard Real Estate ETF position as of Q4 2024 after selling out during the quarter.
Lincoln National Corp sold 122,083 Vanguard Real Estate ETF shares in Q4 2024, an estimated $11.9M.
Lincoln National Corp first reported a position in Vanguard Real Estate ETF in Q4 2013 and held it in 44 quarters.
Lincoln National Corp's Vanguard Real Estate ETF position peaked at $23.5M in Q4 2017.
1,734 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

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