Lincoln National Corp’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-182,850	Closed	-$44.5M	–	29
2024 Q3	$44.5M	Buy	182,850 +5,936	+3%	+$1.38M	1.43%	18
2024 Q2	$40.6M	Sell	176,914 -14,051	-7%	-$3.22M	1.37%	17
2024 Q1	$45M	Sell	190,965 -3,193	-2%	-$715K	0.7%	28
2023 Q4	$42.6M	Buy	194,158 +4,230	+2%	+$846K	0.75%	25
2023 Q3	$37M	Buy	189,928 +2,669	+1%	+$545K	0.75%	26
2023 Q2	$38.5M	Buy	187,259 +6,556	+4%	+$1.27M	0.76%	25
2023 Q1	$35.2M	Sell	180,703 -903	-0.5%	-$173K	0.74%	25
2022 Q4	$32.6M	Buy	181,606 +6,105	+3%	+$1.11M	0.74%	25
2022 Q3	$29.9M	Sell	175,501 -9,564	-5%	-$1.81M	0.74%	27
2022 Q2	$32.5M	Buy	185,065 +17,374	+10%	+$3.36M	0.76%	26
2022 Q1	$37.4M	Buy	167,691 +16,944	+11%	+$3.74M	0.77%	26
2021 Q4	$38.4M	Sell	150,747 -4,625	-3%	-$1.17M	0.77%	25
2021 Q3	$36.7M	Sell	155,372 -9,354	-6%	-$2.26M	0.81%	24
2021 Q2	$38.9M	Buy	164,726 +14,331	+10%	+$3.21M	0.83%	24
2021 Q1	$32.3M	Sell	150,395 -7,095	-5%	-$1.54M	0.8%	24
2020 Q4	$33.4M	Sell	157,490 -3,076	-2%	-$606K	0.88%	22
2020 Q3	$28.9M	Sell	160,566 -1,854	-1%	-$327K	0.86%	23
2020 Q2	$26.8M	Sell	162,420 -4,358	-3%	-$659K	0.86%	23
2020 Q1	$21.1M	Buy	166,778 +2,040	+1%	+$310K	0.79%	23
2019 Q4	$26.2M	Buy	164,738 +9,985	+6%	+$1.52M	0.85%	20
2019 Q3	$22.9M	Buy	154,753 +3,613	+2%	+$541K	0.85%	22
2019 Q2	$22.6M	Buy	151,140 +194	+0.1%	+$28.3K	0.87%	19
2019 Q1	$21.6M	Buy	150,946 +78,062	+107%	+$10.5M	0.89%	19
2018 Q4	$8.72M	Buy	72,884 +4,708	+7%	+$605K	0.4%	38
2018 Q3	$9.71M	Buy	68,176 +1,880	+3%	+$263K	0.33%	34
2018 Q2	$8.91M	Sell	66,296 -4,580	-6%	-$608K	0.33%	34
2018 Q1	$9.19M	Sell	70,876 -96,798	-58%	-$12.7M	0.34%	34
2017 Q4	$21.4M	Buy	167,674 +16,280	+11%	+$2.04M	0.65%	28
2017 Q3	$18.4M	Buy	151,394 +9,143	+6%	+$1.09M	0.77%	21
2017 Q2	$16.7M	Buy	142,251 +30,257	+27%	+$3.52M	0.78%	19
2017 Q1	$12.7M	Buy	111,994 +5,131	+5%	+$570K	0.65%	22
2016 Q4	$11.3M	Buy	106,863 +8,074	+8%	+$847K	0.62%	22
2016 Q3	$10.5M	Sell	98,789 -18,840	-16%	-$1.99M	0.59%	22
2016 Q2	$12M	Buy	117,629 +5,208	+5%	+$526K	0.71%	21
2016 Q1	$11.3M	Buy	112,421 +2,802	+3%	+$261K	0.79%	20
2015 Q4	$10.9M	Buy	109,619 +9,003	+9%	+$912K	0.85%	19
2015 Q3	$9.79M	Buy	100,616 +21,171	+27%	+$2.21M	0.75%	22
2015 Q2	$8.47M	Buy	79,445 +1,725	+2%	+$187K	0.63%	23
2015 Q1	$8.39M	Buy	77,720 +2,205	+3%	+$230K	0.68%	23
2014 Q4	$7.67M	Buy	75,515 +4,553	+6%	+$450K	0.67%	23
2014 Q3	$6.83M	Sell	70,962 -1,578	-2%	-$153K	0.65%	22
2014 Q2	$6.99M	Buy	72,540 +5,903	+9%	+$546K	0.72%	23
2014 Q1	$6.17M	Buy	66,637 +2,435	+4%	+$223K	0.85%	22
2013 Q4	$5.79M	Buy	+64,202	New	+$5.6M	0.87%	21

Other funds holding VOT

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Lincoln National Corp sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2024, closing a stake of 182,850 shares — an estimated $44.5M sold.

Lincoln National Corp first reported a position in VOT in Q4 2013 and held it in 44 quarters. The position peaked at $45M in Q1 2024. 976 funds tracked by Wall St. Rank hold VOT as of Q4 2024.

Lincoln National Corp reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
Lincoln National Corp sold 182,850 Vanguard Mid-Cap Growth ETF shares in Q4 2024, an estimated $44.5M.
Lincoln National Corp first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2013 and held it in 44 quarters.
Lincoln National Corp's Vanguard Mid-Cap Growth ETF position peaked at $45M in Q1 2024.
976 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2024.

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