Vanguard Personalized Indexing Management
LNC icon

Vanguard Personalized Indexing Management’s Lincoln National LNC Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio LNC Stock Details LNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.29M Sell
36,401
-345
-0.9% -$12.4K 0.01% 849
2026
Q1 		$1.3M Sell
36,746
-8,290
-18% -$319K 0.01% 801
2025
Q4 		$2.01M Buy
45,036
+362
+0.8% +$15.1K 0.02% 598
2025
Q3 		$1.8M Buy
44,674
+1,388
+3% +$53.7K 0.02% 623
2025
Q2 		$1.5M Buy
43,286
+1,336
+3% +$43.7K 0.02% 676
2025
Q1 		$1.51M Buy
41,950
+7,772
+23% +$276K 0.02% 594
2024
Q4 		$1.08M Buy
34,178
+6,135
+22% +$204K 0.02% 741
2024
Q3 		$884K Buy
28,043
+2,992
+12% +$93.3K 0.01% 826
2024
Q2 		$779K Buy
25,051
+1,129
+5% +$34.2K 0.01% 795
2024
Q1 		$764K Buy
23,922
+1,494
+7% +$41.3K 0.02% 806
2023
Q4 		$605K Buy
22,428
+2,681
+14% +$64.5K 0.02% 896
2023
Q3 		$488K Buy
19,747
+81
+0.4% +$2.12K 0.01% 886
2023
Q2 		$507K Buy
19,666
+8,216
+72% +$180K 0.02% 890
2023
Q1 		$257K Sell
11,450
-24
-0.2% -$714 0.01% 1194
2022
Q4 		$352K Sell
11,474
-6,202
-35% -$246K 0.01% 919
2022
Q3 		$776K Sell
17,676
-726
-4% -$35K 0.04% 590
2022
Q2 		$861K Buy
18,402
+4,884
+36% +$279K 0.04% 536
2022
Q1 		$884K Sell
13,518
-3,854
-22% -$263K 0.04% 522
2021
Q4 		$1.19M Buy
17,372
+1,454
+9% +$103K 0.07% 315
2021
Q3 		$1.09M Buy
15,918
+6,102
+62% +$399K 0.1% 204
2021
Q2 		$617K Sell
9,816
-3,332
-25% -$220K 0.06% 388
2021
Q1 		$819K Buy
13,148
+3,283
+33% +$181K 0.12% 183
2020
Q4 		$496K Sell
9,865
-327
-3% -$13.9K 0.11% 222
2020
Q3 		$319K Buy
10,192
+118
+1% +$4.21K 0.09% 270
2020
Q2 		$371K Buy
+10,074
New +$355K 0.17% 148

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $663M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Personalized Indexing Management's LNC Position: Q2 2026 in Review

Vanguard Personalized Indexing Management reduced its Lincoln National (LNC) stake by 0.94% in Q2 2026, selling an estimated $12.4K and leaving 36,401 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #849.

Vanguard Personalized Indexing Management first reported a position in LNC in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.01M in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Vanguard Personalized Indexing Management held 36,401 shares of Lincoln National worth $1.29M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 345 Lincoln National shares in Q2 2026, an estimated $12.4K.
  • Lincoln National made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #849 holding.
  • Vanguard Personalized Indexing Management first reported a position in Lincoln National in Q2 2020 and has held it in 25 quarters since.
  • Vanguard Personalized Indexing Management's Lincoln National position peaked at $2.01M in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.