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CIK: 0000059558
Total reported value
$3.9B
$3.9B
21 檔
32.1%
During the Q4 2024 filing period, Lincoln National CORP (CIK: 0000059558) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.9B across 21 reported positions.
In Q4 2024, Lincoln National CORP displayed an active expansion posture, initiating 6 new positions and adding to 14 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 9.43% | -0.11% | — | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 8.71% | -0.93% | +4.22% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.70% | +0.07% | -35.04% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 7.69% | +0.23% | — | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 6.84% | -0.46% | +100.24% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.72% | — | — | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 6.51% | -0.58% | +5.25% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 5.71% | -0.15% | +4.38% | |
| 9 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 5.10% | -0.38% | +8.80% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.07% | -0.12% | +5.27% | |
| 11 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 5.04% | -0.50% | +5.78% | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-Other | 4.80% | -0.46% | +6.26% | |
| 13 | VTHR | Vanguard Russell 3000 | ETF-Other | 3.85% | +0.04% | — | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.38% | -0.09% | +7.29% | |
| 15 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 2.95% | — | +4.83% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.75% | +3.43% | NEW | |
| 17 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.75% | -0.08% | +7.87% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 2.10% | +0.11% | — | |
| 19 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.07% | — | +5.34% | |
| 20 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.98% | +0.07% | — | |
| 21 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.84% | — | +9.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +9.4% | NEW | New buy |
| 2 | VTV | Vanguard Value ETF | +7.7% | NEW | New buy |
| 3 | VOO | Vanguard S&p 500 ETF | +6.7% | NEW | New buy |
| 4 | VTHR | Vanguard Russell 3000 | +3.9% | NEW | New buy |
| 5 | VB | Vanguard Small-cap ETF | +2.1% | NEW | New buy |
| 6 | VXF | Vanguard Extended Market ETF | +1% | NEW | New buy |
| 7 | BSV | Vanguard Short-term Bond ETF | +0.2% | +4.22% | Add |
| 8 | BNDX | Vanguard Total Intl Bond ETF | +0.2% | +5.25% | Add |
| 9 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +5.78% | Add |
| 10 | BIV | Vanguard Intermediate-term B | +0.1% | +6.26% | Add |
| 11 | BLV | Vanguard Long-term Bond ETF | 0% | +8.80% | Add |
| 12 | VSS | Vanguard Ftse All Wo X-us Sc | 0% | +5.34% | Add |
| 13 | VNQI | Vanguard Glbl Ex-us Real Est | -0.1% | +9.84% | Add |
| 14 | IEMG | Ishares Core Msci Emerging | -0.1% | +7.29% | Add |
| 15 | VGK | Vanguard Ftse Europe ETF | -0.1% | +7.87% | Add |
| 16 | VPL | Vanguard Ftse Pacific ETF | -0.2% | +4.83% | Add |
| 17 | VWO | Vanguard Ftse Emerging Marke | -0.2% | +1.65% | Add |
| 18 | SCHP | Schwab U.s. Tips ETF | -0.2% | +100.24% | Add |
| 19 | VEA | Vanguard Ftse Developed ETF | -0.2% | +5.27% | Add |
| 20 | VEU | Vanguard Ftse All-world Ex-u | -0.3% | +4.38% | Add |
| 21 | VNQ | Vanguard Real Estate ETF | -0.4% | EXIT | Sold out |
| 22 | VBR | Vanguard Small-cap Value ETF | -1.3% | EXIT | Sold out |
| 23 | VBK | Vanguard Small-cap Grwth ETF | -1.3% | EXIT | Sold out |
| 24 | VOT | Vanguard Mid-cap Growth ETF | -1.4% | EXIT | Sold out |
| 25 | VOE | Vanguard Mid-cap Value ETF | -1.4% | EXIT | Sold out |
| 26 | VIG | Vanguard Dividend Apprec ETF | -3.4% | EXIT | Sold out |
| 27 | VTI | Vanguard Total Stock Mkt ETF | -3.8% | -35.04% | Trim |
| 28 | MGV | Vanguard Mega Cap Value ETF | -7.9% | EXIT | Sold out |
| 29 | MGK | Vanguard Mega Cap Growth ETF | -9% | EXIT | Sold out |
According to official SEC Form 13F filings, Lincoln National CORP reported a total U.S. public equity portfolio value of $3.9B across 21 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VUG, BSV, VTI) accounted for 32.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
VUG
市值: $293.1M
Top Position Liquidated / Trimmed
MGK
前期市值: $281.7M
During Q4 2024, Lincoln National CORP's top holdings by market value included VUG (9.4%)、BSV (8.7%)、VTI (7.7%). The largest single position, VUG, represented 9.4% of total portfolio value.
In Q4 2024, Lincoln National CORP made 29 total portfolio adjustments, initiating 6 new buys, adding to 14 positions, trimming 1 holdings, and fully liquidating 8 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.
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