13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000059558
Total reported value
$3.9B
$3.9B
23 檔
33.8%
In Q2 2024, Lincoln National CORP's U.S. equity holdings reached a combined market value of $3.9B, distributed across 23 disclosed stock positions.
During Q2 2024, Lincoln National CORP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VTI, MGK, BSV) accounted for 33.8% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 11.58% | +0.07% | -7.14% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 9.67% | — | -1.66% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 8.55% | -0.93% | +1.86% | |
| 4 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 7.71% | — | -2.07% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 7.19% | -0.46% | +18532.40% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 6.34% | -0.58% | -1.12% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 5.87% | -0.15% | -1.84% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.20% | -0.12% | -20.08% | |
| 9 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 5.12% | -0.38% | +3.13% | |
| 10 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.99% | -0.50% | +1.53% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-Other | 4.75% | -0.46% | +0.15% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.45% | -0.09% | -6.61% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.33% | — | -30.21% | |
| 14 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 3.08% | — | +2.83% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.86% | +3.43% | NEW | |
| 16 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.79% | -0.08% | -1.22% | |
| 17 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.37% | — | -7.36% | |
| 18 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.34% | — | -19.95% | |
| 19 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.27% | — | -8.63% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.24% | — | -21.70% | |
| 21 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.09% | — | -0.35% | |
| 22 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.85% | — | -0.40% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.37% | — | -32.88% |
According to official SEC Form 13F filings, Lincoln National CORP reported a total U.S. public equity portfolio value of $3.9B across 23 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q2 2024, Lincoln National CORP's top holdings by market value included VTI (11.6%)、MGK (9.7%)、BSV (8.6%). The largest single position, VTI, represented 11.6% of total portfolio value.
In Q2 2024, Lincoln National CORP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.