LNC
VSS icon

Lincoln National Corp’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Lincoln National Corp’s Portfolio VSS Stock Details VSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-294,135
Closed -$34M – 22
2025
Q1 		$34M Buy
294,135
+4,787
+2% +$556K 1.1% 19
2024
Q4 		$33.1M Buy
289,348
+14,679
+5% +$1.76M 1.07% 19
2024
Q3 		$34.6M Sell
274,669
-558
-0.2% -$67.3K 1.11% 21
2024
Q2 		$32.3M Sell
275,227
-956
-0.3% -$112K 1.09% 21
2024
Q1 		$32.3M Buy
276,183
+7,335
+3% +$830K 0.5% 35
2023
Q4 		$30.9M Buy
268,848
+9,404
+4% +$1.01M 0.54% 31
2023
Q3 		$27.6M Buy
259,444
+3,114
+1% +$346K 0.56% 32
2023
Q2 		$28.3M Buy
256,330
+6,297
+3% +$694K 0.56% 30
2023
Q1 		$27.3M Sell
250,033
-3,736
-1% -$406K 0.57% 29
2022
Q4 		$26.1M Buy
253,769
+9,627
+4% +$968K 0.59% 29
2022
Q3 		$22.7M Buy
244,142
+6,726
+3% +$699K 0.56% 31
2022
Q2 		$24.5M Buy
237,416
+4,955
+2% +$562K 0.57% 30
2022
Q1 		$28.8M Buy
232,461
+10,239
+5% +$1.28M 0.6% 29
2021
Q4 		$29.8M Buy
222,222
+9,902
+5% +$1.34M 0.6% 30
2021
Q3 		$28.4M Buy
212,320
+7,134
+3% +$982K 0.62% 29
2021
Q2 		$28M Sell
205,186
-79
-0% -$10.7K 0.6% 30
2021
Q1 		$26.4M Sell
205,265
-1,748
-0.8% -$221K 0.65% 28
2020
Q4 		$25.2M Buy
207,013
+1,606
+0.8% +$182K 0.67% 28
2020
Q3 		$21.6M Sell
205,407
-6,990
-3% -$728K 0.64% 28
2020
Q2 		$20.5M Sell
212,397
-3,350
-2% -$299K 0.66% 29
2020
Q1 		$16.9M Buy
215,747
+25,019
+13% +$2.49M 0.63% 30
2019
Q4 		$21.2M Buy
190,728
+6,634
+4% +$708K 0.69% 25
2019
Q3 		$18.8M Buy
184,094
+9,940
+6% +$1.02M 0.69% 26
2019
Q2 		$18.3M Buy
174,154
+8,855
+5% +$924K 0.71% 25
2019
Q1 		$17.2M Buy
165,299
+4,640
+3% +$472K 0.71% 26
2018
Q4 		$15.2M Buy
160,659
+15,985
+11% +$1.62M 0.7% 26
2018
Q3 		$16.2M Buy
144,674
+12,851
+10% +$1.47M 0.55% 24
2018
Q2 		$15.2M Buy
131,823
+7,121
+6% +$853K 0.56% 24
2018
Q1 		$14.9M Sell
124,702
-82,308
-40% -$9.94M 0.55% 23
2017
Q4 		$24.7M Buy
207,010
+21,185
+11% +$2.47M 0.75% 22
2017
Q3 		$21.4M Buy
185,825
+9,174
+5% +$1.03M 0.9% 16
2017
Q2 		$19.1M Sell
176,651
-28,583
-14% -$3.04M 0.9% 16
2017
Q1 		$21.1M Buy
205,234
+12,712
+7% +$1.27M 1.08% 15
2016
Q4 		$18.1M Buy
192,522
+14,773
+8% +$1.41M 1% 15
2016
Q3 		$17.7M Sell
177,749
-4,960
-3% -$483K 1% 16
2016
Q2 		$17M Buy
182,709
+1,365
+0.8% +$129K 1.01% 16
2016
Q1 		$16.9M Buy
181,344
+4,942
+3% +$434K 1.19% 15
2015
Q4 		$16.4M Buy
176,402
+7,215
+4% +$681K 1.28% 15
2015
Q3 		$15.3M Sell
169,187
-24,999
-13% -$2.39M 1.18% 15
2015
Q2 		$19.8M Buy
194,186
+13,142
+7% +$1.37M 1.47% 12
2015
Q1 		$18M Sell
181,044
-9,474
-5% -$924K 1.45% 14
2014
Q4 		$18.2M Buy
190,518
+23,987
+14% +$2.35M 1.58% 13
2014
Q3 		$17M Buy
166,531
+21,135
+15% +$2.29M 1.62% 14
2014
Q2 		$16.2M Buy
145,396
+15,259
+12% +$1.66M 1.67% 13
2014
Q1 		$13.9M Buy
130,137
+4,590
+4% +$479K 1.92% 13
2013
Q4 		$12.9M Buy
+125,547
New +$12.7M 1.94% 13

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Lincoln National Corp's VSS Position: Q2 2025 in Review

Lincoln National Corp sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2025, closing a stake of 294,135 shares — an estimated $34M sold.

Lincoln National Corp first reported a position in VSS in Q4 2013 and held it in 46 quarters. The position peaked at $34.6M in Q3 2024. 648 funds tracked by Wall St. Rank hold VSS as of Q2 2025.

  • Lincoln National Corp reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2025 after selling out during the quarter.
  • Lincoln National Corp sold 294,135 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2025, an estimated $34M.
  • Lincoln National Corp first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2013 and held it in 46 quarters.
  • Lincoln National Corp's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $34.6M in Q3 2024.
  • 648 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2025.

Based on Lincoln National Corp's 13F filing for Q2 2025, filed 5 Aug 2025.