LNC
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Lincoln National Corp’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Lincoln National Corp’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-49,535
Closed -$4.21M – 1108
2024
Q1 		$4.21M Buy
49,535
+8,066
+19% +$650K 0.07% 179
2023
Q4 		$3.36M Buy
41,469
+9,253
+29% +$670K 0.06% 196
2023
Q3 		$2.3M Buy
32,216
+2,968
+10% +$225K 0.05% 223
2023
Q2 		$2.21M Buy
29,248
+4,311
+17% +$311K 0.04% 230
2023
Q1 		$1.8M Sell
24,937
-232
-0.9% -$17.2K 0.04% 263
2022
Q4 		$1.77M Buy
25,169
+1,341
+6% +$96.4K 0.04% 240
2022
Q3 		$1.59M Buy
23,828
+353
+2% +$26K 0.04% 250
2022
Q2 		$1.6M Buy
23,475
+7,386
+46% +$550K 0.04% 244
2022
Q1 		$1.33M Buy
16,089
+1,612
+11% +$133K 0.03% 298
2021
Q4 		$1.3M Sell
14,477
-532
-4% -$48.6K 0.03% 293
2021
Q3 		$1.33M Buy
15,009
+2,675
+22% +$239K 0.03% 269
2021
Q2 		$1.14M Buy
12,334
+1,194
+11% +$108K 0.02% 289
2021
Q1 		$993K Buy
11,140
+1,718
+18% +$151K 0.02% 301
2020
Q4 		$746K Buy
9,422
+400
+4% +$28.3K 0.02% 336
2020
Q3 		$545K Buy
9,022
+1,032
+13% +$62.6K 0.02% 365
2020
Q2 		$461K Buy
7,990
+260
+3% +$13.8K 0.01% 391
2020
Q1 		$356K Buy
7,730
+1,218
+19% +$73K 0.01% 404
2019
Q4 		$434K Sell
6,512
-66
-1% -$4.19K 0.01% 422
2019
Q3 		$400K Buy
+6,578
New +$404K 0.01% 394

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

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

Lincoln National Corp sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2024, closing a stake of 49,535 shares — an estimated $4.21M sold.

Lincoln National Corp first reported a position in VTWO in Q3 2019 and held it in 19 quarters. The position peaked at $4.21M in Q1 2024. 498 funds tracked by Wall St. Rank hold VTWO as of Q2 2024.

  • Lincoln National Corp reported no remaining Vanguard Russell 2000 ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 49,535 Vanguard Russell 2000 ETF shares in Q2 2024, an estimated $4.21M.
  • Lincoln National Corp first reported a position in Vanguard Russell 2000 ETF in Q3 2019 and held it in 19 quarters.
  • Lincoln National Corp's Vanguard Russell 2000 ETF position peaked at $4.21M in Q1 2024.
  • 498 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2024.

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