Lincoln National Corp’s Vanguard Russell 3000 ETF VTHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$152M	Sell	458,185 -4,456	-1%	-$1.43M	3.89%	13
2026 Q1	$133M	Buy	462,641 +4,681	+1%	+$1.41M	3.85%	13
2025 Q4	$138M	Sell	457,960 -1,547	-0.3%	-$461K	4.02%	12
2025 Q3	$135M	Sell	459,507 -6,818	-1%	-$1.93M	3.86%	13
2025 Q2	$127M	Buy	466,325 +6,527	+1%	+$1.65M	3.86%	13
2025 Q1	$113M	Sell	459,798 -449	-0.1%	-$117K	3.66%	13
2024 Q4	$120M	Buy	+460,247	New	+$120M	3.85%	13
2024 Q1	–	Sell	-5,429	Closed	-$1.16M	–	1246
2023 Q4	$1.16M	Sell	5,429 -23	-0.4%	-$4.56K	0.02%	424
2023 Q3	$1.04M	Buy	5,452 +274	+5%	+$54.4K	0.02%	399
2023 Q2	$1.02M	Sell	5,178 -21	-0.4%	-$3.93K	0.02%	403
2023 Q1	$953K	Sell	5,199 -106	-2%	-$19K	0.02%	403
2022 Q4	$911K	Buy	5,305 +773	+17%	+$134K	0.02%	376
2022 Q3	$730K	Buy	4,532 +8	+0.2%	+$1.43K	0.02%	398
2022 Q2	$765K	Buy	4,524 +382	+9%	+$70.3K	0.02%	387
2022 Q1	$845K	Buy	4,142 +173	+4%	+$34.8K	0.02%	389
2021 Q4	$856K	Buy	3,969 +364	+10%	+$76.7K	0.02%	382
2021 Q3	$714K	Buy	3,605 +114	+3%	+$23.2K	0.02%	409
2021 Q2	$695K	Buy	3,491 +122	+4%	+$23.7K	0.01%	403
2021 Q1	$623K	Buy	3,369 +1,536	+84%	+$278K	0.02%	405
2020 Q4	$319K	Buy	1,833 +473	+35%	+$77.3K	0.01%	557
2020 Q3	$207K	Buy	+1,360	New	+$204K	0.01%	623

Other funds holding VTHR

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

CFO

Callan Family Office Radnor, Pennsylvania $5.11B AUM 35.28% 1-Year Est. Return

Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GAM

Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return

Lincoln National Corp's VTHR Position: Q2 2026 in Review

Lincoln National Corp reduced its Vanguard Russell 3000 ETF (VTHR) stake by 0.96% in Q2 2026, selling an estimated $1.43M and leaving 458,185 shares worth $152M. The position accounts for 3.89% of the portfolio, ranked #13.

Lincoln National Corp first reported a position in VTHR in Q3 2020 and has held it in 21 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

Lincoln National Corp held 458,185 shares of Vanguard Russell 3000 ETF worth $152M as of Q2 2026.
Lincoln National Corp sold 4,456 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $1.43M.
Vanguard Russell 3000 ETF made up 3.89% of Lincoln National Corp's portfolio in Q2 2026, its #13 holding.
Lincoln National Corp first reported a position in Vanguard Russell 3000 ETF in Q3 2020 and has held it in 21 quarters since.
247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

Based on Lincoln National Corp's 13F filing for Q2 2026, filed 10 Aug 2026.