Lincoln National Corp’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$231M	Buy	385,890 +4,235	+1%	+$2.65M	6.68%	7
2025 Q4	$239M	Sell	381,655 -1,533	-0.4%	-$953K	7%	6
2025 Q3	$235M	Sell	383,188 -5,991	-2%	-$3.53M	6.69%	6
2025 Q2	$221M	Buy	389,179 +3,883	+1%	+$2.04M	6.7%	5
2025 Q1	$198M	Sell	385,296 -2,400	-0.6%	-$1.3M	6.38%	7
2024 Q4	$209M	Buy	+387,696	New	+$210M	6.72%	6
2024 Q2	–	Sell	-75,824	Closed	-$36.4M	–	1100
2024 Q1	$36.4M	Buy	75,824 +6,915	+10%	+$3.16M	0.57%	33
2023 Q4	$30.1M	Buy	68,909 +5,394	+8%	+$2.21M	0.53%	33
2023 Q3	$24.9M	Sell	63,515 -2,605	-4%	-$1.07M	0.5%	35
2023 Q2	$26.9M	Buy	66,120 +4,552	+7%	+$1.76M	0.53%	32
2023 Q1	$23.2M	Buy	61,568 +5,864	+11%	+$2.15M	0.49%	35
2022 Q4	$19.6M	Sell	55,704 -2,259	-4%	-$798K	0.44%	37
2022 Q3	$19M	Buy	57,963 +2,080	+4%	+$760K	0.47%	34
2022 Q2	$19.4M	Sell	55,883 -967	-2%	-$364K	0.45%	35
2022 Q1	$23.6M	Sell	56,850 -32	-0.1%	-$13.1K	0.49%	34
2021 Q4	$24.8M	Buy	56,882 +1,767	+3%	+$746K	0.5%	32
2021 Q3	$21.7M	Buy	55,115 +1,649	+3%	+$669K	0.48%	32
2021 Q2	$21M	Sell	53,466 -16,232	-23%	-$6.23M	0.45%	38
2021 Q1	$25.4M	Buy	69,698 +371	+0.5%	+$132K	0.63%	29
2020 Q4	$23.8M	Buy	69,327 +2,649	+4%	+$864K	0.63%	29
2020 Q3	$20.5M	Buy	66,678 +5,029	+8%	+$1.53M	0.61%	29
2020 Q2	$17.5M	Buy	61,649 +12,015	+24%	+$3.23M	0.56%	31
2020 Q1	$11.8M	Buy	49,634 +9,411	+23%	+$2.64M	0.44%	37
2019 Q4	$11.9M	Buy	40,223 +17,573	+78%	+$4.97M	0.38%	44
2019 Q3	$6.17M	Buy	22,650 +3,880	+21%	+$1.05M	0.23%	54
2019 Q2	$5.05M	Buy	18,770 +2,927	+18%	+$774K	0.2%	60
2019 Q1	$4.11M	Sell	15,843 -1,953	-11%	-$488K	0.17%	67
2018 Q4	$4.09M	Buy	17,796 +3,919	+28%	+$971K	0.19%	59
2018 Q3	$3.71M	Buy	13,877 +437	+3%	+$114K	0.13%	68
2018 Q2	$3.35M	Buy	13,440 +1,123	+9%	+$279K	0.12%	63
2018 Q1	$2.98M	Sell	12,317 -6,092	-33%	-$1.53M	0.11%	71
2017 Q4	$4.52M	Buy	18,409 +13,183	+252%	+$3.15M	0.14%	80
2017 Q3	$1.21M	Buy	5,226 +3,140	+151%	+$711K	0.05%	120
2017 Q2	$463K	Buy	2,086 +759	+57%	+$167K	0.02%	203
2017 Q1	$287K	Buy	1,327 +2	+0.2%	+$427	0.01%	260
2016 Q4	$272K	Sell	1,325 -126	-9%	-$25.3K	0.02%	242
2016 Q3	$288K	Buy	+1,451	New	+$288K	0.02%	221

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Lincoln National Corp's VOO Position: Q1 2026 in Review

Lincoln National Corp increased its Vanguard S&P 500 ETF (VOO) stake by 1.1% in Q1 2026, buying an estimated $2.65M and bringing the position to 385,890 shares worth $231M. The position accounts for 6.68% of the portfolio, ranked #7.

Lincoln National Corp first reported a position in VOO in Q3 2016 and has held it in 37 quarters since. The position peaked at $239M in Q4 2025. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Lincoln National Corp held 385,890 shares of Vanguard S&P 500 ETF worth $231M as of Q1 2026.
Lincoln National Corp bought 4,235 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $2.65M.
Vanguard S&P 500 ETF made up 6.68% of Lincoln National Corp's portfolio in Q1 2026, its #7 holding.
Lincoln National Corp first reported a position in Vanguard S&P 500 ETF in Q3 2016 and has held it in 37 quarters since.
Lincoln National Corp's Vanguard S&P 500 ETF position peaked at $239M in Q4 2025.
3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Lincoln National Corp's 13F filing for Q1 2026, filed 4 May 2026.