Lincoln National Corp.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 30, 2025), Lincoln National Corp. reported 21 stock positions worth $3.1 billion. Its top holding was Vanguard Short-Term Bond ETF (BSV) at 8.9% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 8.3%) and Vanguard Mrngstr Val ETF-Aui (VTV, 7.9%). Compared with Q4 2024, it added to 12 and reduced 9. The biggest buy was Vanguard Long-Term Bond ETF (BLV, shares +3%) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- RADNOR, PA
- CIK
- 0000059558
- Portfolio Value
- $3.1B (Q1 2025)
- SEC Filing
- 0001085146-25-002472 ↗ filed Apr 30, 2025
Holdings Value
Holdings 21 stocks · $3.1B
| BSV Vanguard Short-Term Bond ETF | 8.89% | 3,524,035 | $275.9M | Add +0.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 8.33% | 696,918 | $258.4M | Reduce -2.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 7.94% | 1,426,477 | $246.4M | Add +1.0% |
| VTI VG Morningstar TS MKT ETF-US | 7.28% | 822,449 | $226.0M | Reduce -0.4% |
| SCHP Schwab U.S. Tips ETF | 6.93% | 8,000,053 | $215.1M | Reduce -2.8% |
| BNDX Vanguard Total Intl Bond ETF | 6.49% | 4,128,745 | $201.6M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 6.38% | 385,296 | $198.0M | Reduce -0.6% |
| VEU Vanguard Ftse All-World Ex-U | 6.02% | 3,080,713 | $186.9M | Reduce -0.4% |
| BLV Vanguard Long-Term Bond ETF | 5.40% | 2,380,778 | $167.7M | Add +2.8% |
| VEA Vanguard Ftse Developed ETF | 5.35% | 3,265,770 | $166.0M | Reduce -0.8% |
| VMBS Vanguard Mortgage-Backed Sec | 5.22% | 3,500,919 | $162.1M | Add +1.3% |
| BIV Vanguard Intermediate-Term B | 4.98% | 2,018,868 | $154.6M | Add +1.2% |
| VTHR Vanguard Russell 3000 | 3.66% | 459,798 | $113.5M | Reduce -0.1% |
| IEMG iShares Core MSCI Emerging | 3.33% | 1,917,584 | $103.5M | Reduce -4.7% |
| VPL Vanguard Ftse Pacific ETF | 3.08% | 1,321,085 | $95.7M | Add +2.2% |
| VGK Vanguard Ftse Europe ETF | 2.93% | 1,297,023 | $91.1M | Reduce -3.8% |
| VWO Vanguard Ftse Emerging Marke | 2.88% | 1,974,731 | $89.4M | Add +1.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.01% | 280,663 | $62.2M | Add +3.2% |
| VSS Vanguard Ftse All Wo X-US SC | 1.10% | 294,135 | $34.0M | Add +1.6% |
| VXF Vanguard Extended Market ETF | 0.90% | 162,637 | $28.0M | Add +1.1% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.89% | 680,844 | $27.5M | Add +3.0% |
Portfolio Sells Q4 2024 → Q1 2025
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.4% | 8.33% | −1.10 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.4% | 7.28% | −0.42 |
| VOO Vanguard S&P 500 ETF | Reduce -0.6% | 6.38% | −0.34 |
| VTHR Vanguard Russell 3000 | Reduce -0.1% | 3.66% | −0.19 |
| IEMG iShares Core MSCI Emerging | Reduce -4.7% | 3.33% | −0.05 |
| SCHP Schwab U.S. Tips ETF | Reduce -2.8% | 6.93% | +0.09 |
| VGK Vanguard Ftse Europe ETF | Reduce -3.8% | 2.93% | +0.18 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.8% | 5.35% | +0.28 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.4% | 6.02% | +0.31 |
Portfolio Buys Q4 2024 → Q1 2025
| BLV Vanguard Long-Term Bond ETF | Add +2.8% | 5.40% | +0.30 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.0% | 7.94% | +0.24 |
| BIV Vanguard Intermediate-Term B | Add +1.2% | 4.98% | +0.19 |
| VMBS Vanguard Mortgage-Backed Sec | Add +1.3% | 5.22% | +0.18 |
| BSV Vanguard Short-Term Bond ETF | Add +0.6% | 8.89% | +0.18 |
| VPL Vanguard Ftse Pacific ETF | Add +2.2% | 3.08% | +0.13 |
| VWO Vanguard Ftse Emerging Marke | Add +1.6% | 2.88% | +0.13 |
| VNQI Vanguard GLBL Ex-US Real Est | Add +3.0% | 0.89% | +0.05 |
| VSS Vanguard Ftse All Wo X-US SC | Add +1.6% | 1.10% | +0.03 |
| BNDX Vanguard Total Intl Bond ETF | Add +0.1% | 6.49% | −0.01 |
| VXF Vanguard Extended Market ETF | Add +1.1% | 0.90% | −0.08 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +3.2% | 2.01% | −0.10 |
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 |