Lincoln National Corp.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 6, 2025), Lincoln National Corp. reported 21 stock positions worth $3.1 billion. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 9.4% of the portfolio, followed by Vanguard Short-Term Bond ETF (BSV, 8.7%) and VG Morningstar TS MKT ETF-US (VTI, 7.7%). Compared with Q3 2024, it opened 6 new positions, sold out of 8, added to 14 and reduced 1. The biggest buy was a new position in Vanguard Mrngstar GR ETF-Sui (VUG) and the biggest sale an exit from Vngrd Mrgstr MG CP GR ETF-Ui (MGK).
- Most Recent 13F
- Q2 2026
- Location
- RADNOR, PA
- CIK
- 0000059558
- Portfolio Value
- $3.1B (Q4 2024)
- SEC Filing
- 0001085146-25-000851 ↗ filed Feb 6, 2025
Holdings Value
Holdings 21 stocks · $3.1B
| VUG Vanguard Mrngstar GR ETF-Sui | 9.43% | 714,139 | $293.1M | New |
| BSV Vanguard Short-Term Bond ETF | 8.71% | 3,503,805 | $270.7M | Add +4.2% |
| VTI VG Morningstar TS MKT ETF-US | 7.70% | 825,818 | $239.3M | Reduce -35.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 7.70% | 1,412,648 | $239.2M | New |
| SCHP Schwab U.S. Tips ETF | 6.84% | 8,227,198 | $212.5M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 6.72% | 387,696 | $208.9M | New |
| BNDX Vanguard Total Intl Bond ETF | 6.51% | 4,123,294 | $202.2M | Add +5.3% |
| VEU Vanguard Ftse All-World Ex-U | 5.71% | 3,093,326 | $177.6M | Add +4.4% |
| BLV Vanguard Long-Term Bond ETF | 5.10% | 2,314,977 | $158.4M | Add +8.8% |
| VEA Vanguard Ftse Developed ETF | 5.07% | 3,292,683 | $157.5M | Add +5.3% |
| VMBS Vanguard Mortgage-Backed Sec | 5.04% | 3,456,910 | $156.7M | Add +5.8% |
| BIV Vanguard Intermediate-Term B | 4.79% | 1,994,238 | $149.0M | Add +6.3% |
| VTHR Vanguard Russell 3000 | 3.85% | 460,247 | $119.5M | New |
| IEMG iShares Core MSCI Emerging | 3.38% | 2,012,952 | $105.1M | Add +7.3% |
| VPL Vanguard Ftse Pacific ETF | 2.95% | 1,292,707 | $91.8M | Add +4.8% |
| VWO Vanguard Ftse Emerging Marke | 2.75% | 1,943,297 | $85.6M | Add +1.6% |
| VGK Vanguard Ftse Europe ETF | 2.75% | 1,347,918 | $85.6M | Add +7.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.10% | 271,979 | $65.4M | New |
| VSS Vanguard Ftse All Wo X-US SC | 1.07% | 289,348 | $33.1M | Add +5.3% |
| VXF Vanguard Extended Market ETF | 0.98% | 160,782 | $30.5M | New |
| VNQI Vanguard GLBL Ex-US Real Est | 0.84% | 660,945 | $26.1M | Add +9.8% |
Portfolio Sells Q3 2024 → Q4 2024
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Sold out | 0.00% | −9.02 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Sold out | 0.00% | −7.92 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -35.0% | 7.70% | −3.83 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −3.39 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Sold out | 0.00% | −1.44 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Sold out | 0.00% | −1.43 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Sold out | 0.00% | −1.34 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Sold out | 0.00% | −1.33 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.38 |
Portfolio Buys Q3 2024 → Q4 2024
| VUG Vanguard Mrngstar GR ETF-Sui | New | 9.43% | +9.43 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 7.70% | +7.70 |
| VOO Vanguard S&P 500 ETF | New | 6.72% | +6.72 |
| VTHR Vanguard Russell 3000 | New | 3.85% | +3.85 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 2.10% | +2.10 |
| VXF Vanguard Extended Market ETF | New | 0.98% | +0.98 |
| BSV Vanguard Short-Term Bond ETF | Add +4.2% | 8.71% | +0.24 |
| BNDX Vanguard Total Intl Bond ETF | Add +5.3% | 6.51% | +0.20 |
| VMBS Vanguard Mortgage-Backed Sec | Add +5.8% | 5.04% | +0.10 |
| BIV Vanguard Intermediate-Term B | Add +6.3% | 4.79% | +0.08 |
| BLV Vanguard Long-Term Bond ETF | Add +8.8% | 5.10% | −0.03 |
| VSS Vanguard Ftse All Wo X-US SC | Add +5.3% | 1.07% | −0.04 |
| VNQI Vanguard GLBL Ex-US Real Est | Add +9.8% | 0.84% | −0.06 |
| IEMG iShares Core MSCI Emerging | Add +7.3% | 3.38% | −0.07 |
| VGK Vanguard Ftse Europe ETF | Add +7.9% | 2.75% | −0.09 |
| VPL Vanguard Ftse Pacific ETF | Add +4.8% | 2.95% | −0.14 |
| VWO Vanguard Ftse Emerging Marke | Add +1.6% | 2.75% | −0.18 |
| SCHP Schwab U.S. Tips ETF | Add +0.1% | 6.84% | −0.22 |
| VEA Vanguard Ftse Developed ETF | Add +5.3% | 5.07% | −0.22 |
| VEU Vanguard Ftse All-World Ex-U | Add +4.4% | 5.71% | −0.27 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 20 | $3.9B | VUG, VTV, BSV, VTI, VEU |
| Q1 2026 | 19 | $3.5B | VUG, BSV, VTV, VTI, VEU |
| Q4 2025 | 20 | $3.4B | VUG, BSV, VTV, VTI, VEU |
| Q3 2025 | 20 | $3.5B | VUG, BSV, VTV, VTI, VEU |
| Q2 2025 | 20 | $3.3B | VUG, BSV, VTV, VTI, VOO |
| Q1 2025 | 21 | $3.1B | BSV, VUG, VTV, VTI, SCHP |
| Q4 2024 | 21 | $3.1B | VUG, BSV, VTI, VTV, SCHP |
| Q3 2024 | 23 | $3.1B | VTI, MGK, BSV, MGV, SCHP |
| Q2 2024 | 23 | $3.0B | VTI, MGK, BSV, MGV, SCHP |
| Q1 2024 | 1,203 | $6.4B | VTI, MGK, BSV, MGV, SPIP |