LINCOLN NATIONAL CORP
CIK 59558 · Holdings on Jun 30, 2025 · First reported Aug 5, 2025
Top ten holdings
Q2 2025- VUG9.28%
- BSV8.25%
- VTV7.83%
- VTI7.70%
- VOO6.70%
- VEU6.70%
- SCHP6.64%
- BNDX6.16%
- BLV5.07%
- VMBS4.85%
Share classes counted separately69.18%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VPLWeight decreased · -0.98 pp3.08% → 2.10%Shares -479.79K (-36.32%)
- VUGWeight increased · +0.95 pp8.33% → 9.28%Shares +1.17K (+0.17%)
- VEAWeight decreased · -0.73 pp5.35% → 4.62%Shares -592.44K (-18.14%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 20
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $306.04M | 9.28% | 698.09K shares | 8.33% → 9.28%+0.95 pp +1.17K (+0.17%) | Added | ↗▾ |
| 02 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $272.07M | 8.25% | 3.46M shares | 8.89% → 8.25%-0.64 pp -66.93K (-1.90%) | Reduced | ↗▾ |
| 03 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $258.28M | 7.83% | 1.46M shares | 7.94% → 7.83%-0.11 pp +34.91K (+2.45%) | Added | ↗▾ |
| 04 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $253.74M | 7.70% | 834.85K shares | 7.28% → 7.70%+0.42 pp +12.40K (+1.51%) | Added | ↗▾ |
| 05 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $221.07M | 6.70% | 389.18K shares | 6.38% → 6.70%+0.32 pp +3.88K (+1.01%) | Added | ↗▾ |
| 06 | VEUVANGUARD FTSE ALL-WORLD EX-UALLWRLD EX US View history and evidence | $220.87M | 6.70% | 3.29M shares | 6.02% → 6.70%+0.68 pp +205.03K (+6.66%) | Added | ↗▾ |
| 07 | SCHPSCHWAB U.S. TIPS ETFUS TIPS ETF View history and evidence | $218.98M | 6.64% | 8.21M shares | 6.93% → 6.64%-0.29 pp +207.63K (+2.60%) | Added | ↗▾ |
| 08 | BNDXVANGUARD TOTAL INTL BOND ETFTOTAL INT BD ETF View history and evidence | $202.98M | 6.16% | 4.10M shares | 6.49% → 6.16%-0.33 pp -29.07K (-0.70%) | Reduced | ↗▾ |
| 09 | BLVVANGUARD LONG-TERM BOND ETFLONG TERM BOND View history and evidence | $167.09M | 5.07% | 2.40M shares | 5.40% → 5.07%-0.33 pp +22.02K (+0.93%) | Added | ↗▾ |
| 10 | VMBSVANGUARD MORTGAGE-BACKED SECMTG-BKD SECS ETF View history and evidence | $159.98M | 4.85% | 3.45M shares | 5.22% → 4.85%-0.37 pp -48.64K (-1.39%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VSS VANGUARD FTSE ALL WO X-US SC | Non-derivative | -294,135 | -$34.00M | SEC filing ↗ | SEC filing ↗ |
| VNQI VANGUARD GLBL EX-US REAL EST | Non-derivative | -680,844 | -$27.55M | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 59558 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-05
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 3297232180
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