Lincoln National Corp’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,399	Closed	-$205K	–	906
2022 Q2	$205K	Sell	2,399 -1,132	-32%	-$105K	﹤0.01%	803
2022 Q1	$358K	Sell	3,531 -338	-9%	-$34.2K	0.01%	662
2021 Q4	$416K	Buy	3,869 +338	+10%	+$35.9K	0.01%	591
2021 Q3	$360K	Hold	3,531	–	–	0.01%	609
2021 Q2	$366K	Buy	+3,531	New	+$360K	0.01%	592
2018 Q1	–	Sell	-3,250	Closed	-$241K	–	621
2017 Q4	$241K	Buy	+3,250	New	+$236K	0.01%	556
2015 Q4	–	Sell	-13,735	Closed	-$763K	–	210
2015 Q3	$763K	Buy	13,735 +534	+4%	+$31.7K	0.06%	98
2015 Q2	$814K	Sell	13,201 -1,101	-8%	-$69.7K	0.06%	97
2015 Q1	$881K	Buy	14,302 +74	+0.5%	+$4.52K	0.07%	83
2014 Q4	$856K	Buy	14,228 +2,043	+17%	+$123K	0.07%	78
2014 Q3	$735K	Sell	12,185 -2,734	-18%	-$170K	0.07%	82
2014 Q2	$929K	Buy	14,919 +2,273	+18%	+$138K	0.1%	66
2014 Q1	$754K	Buy	12,646 +192	+2%	+$11.3K	0.1%	66
2013 Q4	$740K	Buy	+12,454	New	+$717K	0.11%	61

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EEP

Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lincoln National Corp's VT Position: Q3 2022 in Review

Lincoln National Corp sold out of Vanguard Total World Stock ETF (VT) in Q3 2022, closing a stake of 2,399 shares — an estimated $205K sold.

Lincoln National Corp first reported a position in VT in Q4 2013 and held it in 14 quarters. The position peaked at $929K in Q2 2014. 702 funds tracked by Wall St. Rank hold VT as of Q3 2022.

Lincoln National Corp reported no remaining Vanguard Total World Stock ETF position as of Q3 2022 after selling out during the quarter.
Lincoln National Corp sold 2,399 Vanguard Total World Stock ETF shares in Q3 2022, an estimated $205K.
Lincoln National Corp first reported a position in Vanguard Total World Stock ETF in Q4 2013 and held it in 14 quarters.
Lincoln National Corp's Vanguard Total World Stock ETF position peaked at $929K in Q2 2014.
702 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2022.

Based on Lincoln National Corp's 13F filing for Q3 2022, filed 4 Nov 2022.