Lincoln National Corp’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$303M Sell
817,971
-8,629
-1% -$3.09M 7.75% 4
2026
Q1
$265M Buy
826,600
+6,033
+0.7% +$2.02M 7.68% 4
2025
Q4
$275M Sell
820,567
-1,425
-0.2% -$474K 8.04% 4
2025
Q3
$270M Sell
821,992
-12,858
-2% -$4.06M 7.69% 4
2025
Q2
$254M Buy
834,850
+12,401
+2% +$3.49M 7.7% 4
2025
Q1
$226M Sell
822,449
-3,369
-0.4% -$979K 7.28% 4
2024
Q4
$239M Sell
825,818
-445,390
-35% -$130M 7.7% 3
2024
Q3
$360M Sell
1,271,208
-9,741
-0.8% -$2.66M 11.53% 1
2024
Q2
$343M Sell
1,280,949
-98,486
-7% -$25.5M 11.58% 1
2024
Q1
$359M Sell
1,379,435
-14,490
-1% -$3.58M 5.59% 1
2023
Q4
$331M Buy
1,393,925
+13,263
+1% +$2.93M 5.81% 1
2023
Q3
$293M Sell
1,380,662
-9,565
-0.7% -$2.12M 5.92% 1
2023
Q2
$306M Buy
1,390,227
+7,521
+0.5% +$1.57M 6.05% 1
2023
Q1
$282M Buy
1,382,706
+3,176
+0.2% +$636K 5.93% 1
2022
Q4
$264M Sell
1,379,530
-832
-0.1% -$160K 5.97% 1
2022
Q3
$248M Sell
1,380,362
-5,392
-0.4% -$1.07M 6.11% 1
2022
Q2
$261M Buy
1,385,754
+21,809
+2% +$4.48M 6.12% 1
2022
Q1
$311M Buy
1,363,945
+25,810
+2% +$5.8M 6.42% 1
2021
Q4
$323M Buy
1,338,135
+11,531
+0.9% +$2.72M 6.51% 1
2021
Q3
$295M Sell
1,326,604
-20,357
-2% -$4.64M 6.47% 1
2021
Q2
$300M Buy
1,346,961
+2,249
+0.2% +$488K 6.44% 1
2021
Q1
$278M Buy
1,344,712
+16,360
+1% +$3.31M 6.86% 2
2020
Q4
$259M Sell
1,328,352
-5,177
-0.4% -$946K 6.83% 2
2020
Q3
$227M Buy
1,333,529
+122
+0% +$20.5K 6.75% 2
2020
Q2
$209M Buy
1,333,407
+31,412
+2% +$4.63M 6.67% 2
2020
Q1
$168M Buy
1,301,995
+16,371
+1% +$2.53M 6.3% 3
2019
Q4
$210M Buy
1,285,624
+57,330
+5% +$8.98M 6.8% 3
2019
Q3
$185M Buy
1,228,294
+25,325
+2% +$3.82M 6.85% 3
2019
Q2
$181M Buy
1,202,969
+43,699
+4% +$6.44M 7% 3
2019
Q1
$168M Buy
1,159,270
+43,298
+4% +$6.04M 6.96% 3
2018
Q4
$142M Buy
1,115,972
+59,466
+6% +$8.21M 6.54% 3
2018
Q3
$158M Buy
1,056,506
+26,315
+3% +$3.87M 5.36% 4
2018
Q2
$145M Buy
1,030,191
+49,136
+5% +$6.85M 5.3% 4
2018
Q1
$133M Buy
981,055
+12,759
+1% +$1.79M 4.9% 4
2017
Q4
$133M Buy
968,296
+114,767
+13% +$15.4M 4.04% 4
2017
Q3
$111M Buy
853,529
+54,770
+7% +$6.94M 4.64% 4
2017
Q2
$99.4M Buy
798,759
+28,679
+4% +$3.53M 4.66% 4
2017
Q1
$93.4M Buy
770,080
+30,958
+4% +$3.71M 4.81% 4
2016
Q4
$85.2M Buy
739,122
+21,937
+3% +$2.47M 4.69% 4
2016
Q3
$79.8M Buy
717,185
+34,214
+5% +$3.79M 4.5% 4
2016
Q2
$73.2M Buy
682,971
+26,832
+4% +$2.84M 4.33% 4
2016
Q1
$68.8M Buy
656,139
+30,723
+5% +$3.05M 4.84% 4
2015
Q4
$65.1M Buy
625,416
+64,619
+12% +$6.81M 5.08% 4
2015
Q3
$55.4M Buy
560,797
+18,635
+3% +$1.96M 4.26% 5
2015
Q2
$58.1M Buy
542,162
+19,775
+4% +$2.16M 4.3% 4
2015
Q1
$56M Buy
522,387
+28,010
+6% +$2.99M 4.53% 4
2014
Q4
$52.4M Buy
494,377
+29,185
+6% +$3.02M 4.56% 4
2014
Q3
$47.1M Sell
465,192
-7,432
-2% -$760K 4.5% 4
2014
Q2
$48.1M Buy
472,624
+31,001
+7% +$3.06M 4.97% 4
2014
Q1
$43M Buy
441,623
+28,125
+7% +$2.69M 5.93% 3
2013
Q4
$39.7M Buy
+413,498
New +$38M 5.96% 3

Other funds holding VTI

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

Lincoln National Corp reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1% in Q2 2026, selling an estimated $3.09M and leaving 817,971 shares worth $303M. The position accounts for 7.75% of the portfolio, ranked #4.

Lincoln National Corp first reported a position in VTI in Q4 2013 and has held it in 51 quarters since. The position peaked at $360M in Q3 2024. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Lincoln National Corp held 817,971 shares of Vanguard Morningstar Total Stock Market ETF worth $303M as of Q2 2026.
  • Lincoln National Corp sold 8,629 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $3.09M.
  • Vanguard Morningstar Total Stock Market ETF made up 7.75% of Lincoln National Corp's portfolio in Q2 2026, its #4 holding.
  • Lincoln National Corp first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2013 and has held it in 51 quarters since.
  • Lincoln National Corp's Vanguard Morningstar Total Stock Market ETF position peaked at $360M in Q3 2024.
  • 3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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