2026 Q1 Portfolio Activity
In 2026 Q1, LINCOLN NATIONAL CORP maintained a portfolio of 20 distinct positions. They heavily accumulated shares in SCHWAB STRATEGIC TR, increasing the position by 180.0%. Conversely, LINCOLN NATIONAL CORP completely exited their position in VANGUARD INTL EQUITY INDEX F.
Position History
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Total Positions
20
Quarter
2026 Q1
Top Holding
VUG (9.1%)
Top 10 Concentration
71.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-20 of 20
LINCOLN NATIONAL CORP Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VUG
VANGUARD INDEX ...
|
Warrant | 9.09% | 9.50% |
#1
Prev: #1
|
7.6 |
—
|
52,872 | 7.9% |
P
S
|
719,053 | $314,075,160 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 8.86% | 8.88% |
#2
Prev: #2
|
5.5 |
—
|
50,808 | 1.3% |
P
S
|
3,904,033 | $306,115,228 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 7.95% | 8.35% |
#3
Prev: #3
|
4.7 |
—
|
-95,402 | -6.4% |
P
S
|
1,399,269 | $274,536,578 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 7.68% | 8.04% |
#4
Prev: #4
|
4.1 |
—
|
6,033 | 0.7% |
P
S
|
826,600 | $265,181,546 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 7.21% | 7.28% |
#5
Prev: #5
|
3.9 |
—
|
-71,314 | -2.1% |
P
S
|
3,315,704 | $249,009,370 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 6.86% | 2.46% |
#6
10
Prev: #16
|
5.7 |
—
|
5,726,082 | 180.0% |
P
S
|
8,907,849 | $237,037,862 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 6.68% | 7.00% |
#7
1
Prev: #6
|
3.2 |
—
|
4,235 | 1.1% |
P
S
|
385,890 | $230,588,570 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 6.55% | 6.54% |
#8
1
Prev: #7
|
3.1 |
—
|
79,411 | 1.7% |
P
S
|
4,708,344 | $226,235,929 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
BLV
VANGUARD BD IND...
|
Bond/Debt | 5.23% | 5.21% |
#9
1
Prev: #8
|
2.6 |
—
|
65,347 | 2.6% |
P
S
|
2,627,194 | $180,698,403 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VMBS
VANGUARD SCOTTS...
|
ETF | 5.15% | 5.16% |
#10
1
Prev: #9
|
2.6 |
—
|
40,592 | 1.1% |
P
S
|
3,791,318 | $178,002,380 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 4.92% | 5.02% |
#11
1
Prev: #10
|
2.5 |
—
|
-92,670 | -3.4% |
P
S
|
2,653,608 | $170,043,201 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 4.88% | 4.90% |
#12
1
Prev: #11
|
2.5 |
—
|
33,908 | 1.6% |
P
S
|
2,185,893 | $168,707,222 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VTHR
VANGUARD SCOTTS...
|
ETF | 3.85% | 4.02% |
#13
1
Prev: #12
|
2.0 |
—
|
4,681 | 1.0% |
P
S
|
462,641 | $133,043,847 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IEMG
ISHARES INC
|
ETF | 3.31% | 2.10% |
#14
5
Prev: #19
|
4.3 |
—
|
567,686 | 53.1% |
P
S
|
1,636,819 | $114,168,125 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 3.24% | 3.26% |
#15
Prev: #15
|
1.8 |
—
|
-31,092 | -2.1% |
P
S
|
1,449,059 | $111,736,939 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VGK
VANGUARD INTL E...
|
ETF | 3.18% | 3.27% |
#16
2
Prev: #14
|
1.8 |
—
|
-3,149 | -0.2% |
P
S
|
1,333,959 | $109,958,240 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VPL
VANGUARD INTL E...
|
ETF | 2.19% | 2.22% |
#17
1
Prev: #18
|
1.4 |
—
|
-64,363 | -7.7% |
P
S
|
773,843 | $75,627,676 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 2.16% | 2.27% |
#18
1
Prev: #17
|
1.4 |
—
|
-17,373 | -5.8% |
P
S
|
284,318 | $74,468,571 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VXF
VANGUARD INDEX ...
|
ETF | 1.01% | 1.04% |
#19
1
Prev: #20
|
0.9 |
—
|
-1,794 | -1.1% |
P
S
|
168,810 | $34,741,098 | 2014 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.00% | 3.48% |
Sold All 😨
(Was: #13) |
0.0 |
—
|
-2,214,422 | -100.0% |
CLOSED
|
— | $— | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 |
Showing 1-20 of 20 holdings