Lincoln National Corp’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$351M	Sell	4,071,643 -242,675	-6%	-$20.4M	8.98%	1
2026 Q1	$314M	Buy	4,314,318 +317,232	+8%	+$24.7M	9.09%	1
2025 Q4	$325M	Sell	3,997,086 -47,820	-1%	-$3.88M	9.5%	1
2025 Q3	$323M	Sell	4,044,906 -143,628	-3%	-$11M	9.22%	1
2025 Q2	$306M	Buy	4,188,534 +7,026	+0.2%	+$463K	9.28%	1
2025 Q1	$258M	Sell	4,181,508 -103,326	-2%	-$6.97M	8.33%	2
2024 Q4	$293M	Buy	+4,284,834	New	+$288M	9.43%	1
2024 Q2	–	Sell	-426,504	Closed	-$24.5M	–	1109
2024 Q1	$24.5M	Buy	426,504 +28,344	+7%	+$1.56M	0.38%	49
2023 Q4	$20.6M	Buy	398,160 +11,298	+3%	+$545K	0.36%	46
2023 Q3	$17.6M	Buy	386,862 +13,506	+4%	+$638K	0.35%	45
2023 Q2	$17.6M	Buy	373,356 +9,654	+3%	+$419K	0.35%	46
2023 Q1	$15.1M	Buy	363,702 +35,748	+11%	+$1.39M	0.32%	45
2022 Q4	$11.6M	Buy	327,954 +18,048	+6%	+$664K	0.26%	52
2022 Q3	$11.1M	Buy	309,906 +19,626	+7%	+$789K	0.27%	52
2022 Q2	$10.8M	Buy	290,280 +13,512	+5%	+$555K	0.25%	54
2022 Q1	$13.3M	Sell	276,768 -8,466	-3%	-$400K	0.27%	54
2021 Q4	$15.3M	Buy	285,234 +21,318	+8%	+$1.11M	0.31%	44
2021 Q3	$12.8M	Buy	263,916 +24,474	+10%	+$1.22M	0.28%	46
2021 Q2	$11.4M	Sell	239,442 -16,428	-6%	-$746K	0.25%	55
2021 Q1	$11M	Sell	255,870 -3,306	-1%	-$141K	0.27%	49
2020 Q4	$10.9M	Buy	259,176 +15,408	+6%	+$615K	0.29%	47
2020 Q3	$9.25M	Buy	243,768 +2,010	+0.8%	+$74.2K	0.27%	51
2020 Q2	$8.14M	Buy	241,758 +17,394	+8%	+$535K	0.26%	56
2020 Q1	$5.86M	Buy	224,364 +28,614	+15%	+$857K	0.22%	60
2019 Q4	$5.94M	Buy	195,750 +8,694	+5%	+$251K	0.19%	65
2019 Q3	$5.18M	Buy	187,056 +30,756	+20%	+$853K	0.19%	61
2019 Q2	$4.26M	Sell	156,300 -1,104	-0.7%	-$29.5K	0.17%	68
2019 Q1	$4.1M	Buy	157,404 +22,806	+17%	+$563K	0.17%	68
2018 Q4	$3.01M	Sell	134,598 -2,634	-2%	-$63.8K	0.14%	72
2018 Q3	$3.68M	Buy	137,232 +7,662	+6%	+$200K	0.13%	69
2018 Q2	$3.23M	Buy	129,570 +7,818	+6%	+$192K	0.12%	66
2018 Q1	$2.88M	Sell	121,752 -54,810	-31%	-$1.34M	0.11%	73
2017 Q4	$4.14M	Buy	176,562 +92,136	+109%	+$2.11M	0.13%	84
2017 Q3	$1.87M	Buy	84,426 +10,134	+14%	+$220K	0.08%	91
2017 Q2	$1.57M	Buy	74,292 +1,806	+2%	+$37.8K	0.07%	91
2017 Q1	$1.47M	Buy	72,486 +2,760	+4%	+$54.4K	0.08%	90
2016 Q4	$1.29M	Buy	69,726 +5,136	+8%	+$95K	0.07%	108
2016 Q3	$1.21M	Buy	64,590 +13,368	+26%	+$249K	0.07%	110
2016 Q2	$915K	Buy	51,222 +12,828	+33%	+$228K	0.05%	120
2016 Q1	$681K	Buy	38,394 +5,574	+17%	+$93.4K	0.05%	131
2015 Q4	$547K	Buy	32,820 +2,994	+10%	+$53.6K	0.04%	115
2015 Q3	$508K	Sell	29,826 -270	-0.9%	-$4.79K	0.04%	113
2015 Q2	$560K	Buy	30,096 +8,370	+39%	+$152K	0.04%	113
2015 Q1	$379K	Buy	21,726 +1,044	+5%	+$18.5K	0.03%	126
2014 Q4	$360K	Buy	20,682 +1,848	+10%	+$31.4K	0.03%	121
2014 Q3	$313K	Sell	18,834 -714	-4%	-$11.9K	0.03%	121
2014 Q2	$322K	Buy	19,548 +6	+0%	+$95	0.03%	116
2014 Q1	$304K	Buy	19,542 +1,380	+8%	+$21.4K	0.04%	90
2013 Q4	$281K	Buy	+18,162	New	+$268K	0.04%	87

Other funds holding VUG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Lincoln National Corp reduced its Vanguard Morningstar Growth ETF (VUG) stake by 5.6% in Q2 2026, selling an estimated $20.4M and leaving 4,071,643 shares worth $351M. The position accounts for 8.98% of the portfolio, ranked #1.

Lincoln National Corp first reported a position in VUG in Q4 2013 and has held it in 49 quarters since. 2,169 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Lincoln National Corp held 4,071,643 shares of Vanguard Morningstar Growth ETF worth $351M as of Q2 2026.
Lincoln National Corp sold 242,675 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $20.4M.
Vanguard Morningstar Growth ETF made up 8.98% of Lincoln National Corp's portfolio in Q2 2026, its #1 holding.
Lincoln National Corp first reported a position in Vanguard Morningstar Growth ETF in Q4 2013 and has held it in 49 quarters since.
2,169 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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