Institutional
LINCOLN NATIONAL CORP
CIK 0000059558
$3.45B
Reported AUM
19
Positions
Q1 2026
Period
2026-05-04
Filed
Editorial summary
Summary for LINCOLN NATIONAL CORP · Q1 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $85.18 | 1.08% | 14.10% | 69.36% | $314.1M | 9.09% | — | HELD |
| 2 | BSV | VANGUARD BD INDEX FDS | $77.60 | -0.05% | 2.44% | 8.48% | $306.1M | 8.86% | — | HELD |
| 3 | VTV | VANGUARD INDEX FDS | $219.92 | -0.28% | 27.97% | 74.91% | $274.5M | 7.95% | — | HELD |
| 4 | VTI | VANGUARD INDEX FDS | $368.22 | 0.53% | 21.20% | 68.49% | $265.2M | 7.68% | — | HELD |
| 5 | VEU | VANGUARD INTL EQUITY INDEX F | $82.85 | -0.22% | 28.43% | 52.60% | $249.0M | 7.21% | — | HELD |
| 6 | SCHP | SCHWAB STRATEGIC TR | $26.09 | -0.11% | 2.01% | 1.72% | $237.0M | 6.86% | — | HELD |
| 7 | VOO | VANGUARD INDEX FDS | $686.71 | 0.72% | 20.72% | 76.33% | $230.6M | 6.68% | — | HELD |
| 8 | BNDX | VANGUARD CHARLOTTE FDS | $47.77 | -0.23% | 0.77% | 0.04% | $226.2M | 6.55% | — | HELD |
| 9 | BLV | VANGUARD BD INDEX FDS | $65.98 | -0.47% | -1.03% | -22.73% | $180.7M | 5.23% | — | HELD |
| 10 | VMBS | VANGUARD SCOTTSDALE FDS | $46.06 | -0.41% | 3.75% | 1.77% | $178.0M | 5.15% | — | HELD |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $70.63 | -0.65% | 30.57% | 58.27% | $170.0M | 4.92% | — | HELD |
| 12 | BIV | VANGUARD BD INDEX FDS | $75.54 | -0.19% | 1.60% | -0.87% | $168.7M | 4.88% | — | HELD |
| 13 | VTHR | VANGUARD SCOTTSDALE FDS | $329.62 | 0.59% | 20.67% | 68.11% | $133.0M | 3.85% | — | HELD |
| 14 | IEMG | ISHARES INC | $77.61 | 0.73% | 31.92% | 39.04% | $114.2M | 3.31% | — | HELD |
| 15 | VXUS | VANGUARD STAR FDS | $84.59 | -0.21% | 27.83% | 50.47% | $111.7M | 3.24% | — | HELD |
| 16 | VGK | VANGUARD INTL EQUITY INDEX F | $90.59 | -0.44% | 23.31% | 52.37% | $110.0M | 3.18% | — | HELD |
| 17 | VPL | VANGUARD INTL EQUITY INDEX F | $109.03 | -1.01% | 37.62% | 54.97% | $75.6M | 2.19% | — | HELD |
| 18 | VB | VANGUARD INDEX FDS | $295.02 | -0.26% | 26.19% | 40.81% | $74.5M | 2.16% | — | HELD |
| 19 | VXF | VANGUARD INDEX FDS | $236.16 | -0.30% | 23.72% | 32.25% | $34.7M | 1.01% | — | HELD |
Source: SEC EDGAR · accession 0000059558-26-000025. 13F discloses long positions only — shorts, foreign equities, and options are excluded.