LNC
VPU

Lincoln National Corp’s Vanguard Utilities ETF VPU Stock Holding History

Lincoln National Corp’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,288
Closed -$326K – 1101
2024
Q1 		$326K Sell
2,288
-6,805
-75% -$920K 0.01% 924
2023
Q4 		$1.25M Buy
9,093
+586
+7% +$77.4K 0.02% 401
2023
Q3 		$1.09M Buy
8,507
+626
+8% +$87.6K 0.02% 388
2023
Q2 		$1.12M Buy
7,881
+1,005
+15% +$147K 0.02% 378
2023
Q1 		$1.01M Buy
6,876
+79
+1% +$11.7K 0.02% 388
2022
Q4 		$1.04M Buy
6,797
+1,094
+19% +$162K 0.02% 349
2022
Q3 		$811K Buy
5,703
+247
+5% +$39.4K 0.02% 373
2022
Q2 		$831K Buy
5,456
+747
+16% +$118K 0.02% 372
2022
Q1 		$762K Buy
4,709
+150
+3% +$22.7K 0.02% 414
2021
Q4 		$713K Buy
4,559
+8
+0.2% +$1.18K 0.01% 430
2021
Q3 		$633K Buy
4,551
+98
+2% +$14.3K 0.01% 434
2021
Q2 		$618K Buy
4,453
+357
+9% +$51.2K 0.01% 429
2021
Q1 		$576K Buy
4,096
+738
+22% +$101K 0.01% 427
2020
Q4 		$461K Buy
3,358
+1,025
+44% +$141K 0.01% 437
2020
Q3 		$301K Buy
2,333
+55
+2% +$7.12K 0.01% 508
2020
Q2 		$282K Sell
2,278
-147
-6% -$18.6K 0.01% 509
2020
Q1 		$296K Buy
2,425
+302
+14% +$42.4K 0.01% 449
2019
Q4 		$303K Hold
2,123
– – 0.01% 495
2019
Q3 		$305K Sell
2,123
-89
-4% -$12.2K 0.01% 449
2019
Q2 		$294K Hold
2,212
– – 0.01% 424
2019
Q1 		$287K Sell
2,212
-991
-31% -$123K 0.01% 397
2018
Q4 		$377K Sell
3,203
-83
-3% -$10K 0.02% 307
2018
Q3 		$387K Sell
3,286
-63
-2% -$7.47K 0.01% 308
2018
Q2 		$388K Hold
3,349
– – 0.01% 315
2018
Q1 		$374K Sell
3,349
-2,868
-46% -$317K 0.01% 318
2017
Q4 		$725K Buy
6,217
+3,970
+177% +$479K 0.02% 289
2017
Q3 		$262K Buy
+2,247
New +$265K 0.01% 345

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

Lincoln National Corp sold out of Vanguard Utilities ETF (VPU) in Q2 2024, closing a stake of 2,288 shares — an estimated $326K sold.

Lincoln National Corp first reported a position in VPU in Q3 2017 and held it in 27 quarters. The position peaked at $1.25M in Q4 2023. 515 funds tracked by Wall St. Rank hold VPU as of Q2 2024.

  • Lincoln National Corp reported no remaining Vanguard Utilities ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 2,288 Vanguard Utilities ETF shares in Q2 2024, an estimated $326K.
  • Lincoln National Corp first reported a position in Vanguard Utilities ETF in Q3 2017 and held it in 27 quarters.
  • Lincoln National Corp's Vanguard Utilities ETF position peaked at $1.25M in Q4 2023.
  • 515 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2024.

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