LNC
VONE icon

Lincoln National Corp’s Vanguard Russell 1000 ETF VONE Stock Holding History

Lincoln National Corp’s Portfolio VONE Stock Details VONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,535
Closed -$1.56M – 1098
2024
Q1 		$1.56M Buy
6,535
+794
+14% +$180K 0.02% 393
2023
Q4 		$1.25M Buy
+5,741
New +$1.16M 0.02% 402

Other funds holding VONE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

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

Lincoln National Corp sold out of Vanguard Russell 1000 ETF (VONE) in Q2 2024, closing a stake of 6,535 shares — an estimated $1.56M sold.

Lincoln National Corp first reported a position in VONE in Q4 2023 and held it in 2 quarters. The position peaked at $1.56M in Q1 2024. 280 funds tracked by Wall St. Rank hold VONE as of Q2 2024.

  • Lincoln National Corp reported no remaining Vanguard Russell 1000 ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 6,535 Vanguard Russell 1000 ETF shares in Q2 2024, an estimated $1.56M.
  • Lincoln National Corp first reported a position in Vanguard Russell 1000 ETF in Q4 2023 and held it in 2 quarters.
  • Lincoln National Corp's Vanguard Russell 1000 ETF position peaked at $1.56M in Q1 2024.
  • 280 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2024.

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