Lincoln National Corp Vanguard Russell 1000 Growth E Transaction History

Lincoln National Corp

$3.49 Billion
Q3 2025

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 01, 2024	BUY	$75.82 - $87.22 $286,675 - $329,778	3,781 Added 12.43%	34,198 $2.96 Million
Q4 2023 Feb 06, 2024	BUY	$66.09 - $78.32 $630,762 - $747,486	9,544 Added 45.72%	30,417 $2.37 Million
Q3 2023 Nov 03, 2023	BUY	$67.86 - $73.4 $506,642 - $548,004	7,466 Added 55.69%	20,873 $1.43 Million
Q2 2023 Aug 04, 2023	BUY	$61.54 - $70.76 $323,208 - $371,631	5,252 Added 64.4%	13,407 $948,000
Q1 2023 May 01, 2023	BUY	$54.03 - $62.89 $147,015 - $171,123	2,721 Added 50.07%	8,155 $512,000

Q4 2022 Feb 07, 2023	SELL	$53.17 - $59.88 $240,222 - $270,537	-4,518 Reduced 45.4%	5,434 $299,000
Q3 2022 Nov 03, 2022	BUY	$54.21 - $66.18 $107,064 - $130,705	1,975 Added 24.76%	9,952 $540,000
Q2 2022 Aug 02, 2022	BUY	$54.1 - $72.84 $37,491 - $50,478	693 Added 9.51%	7,977 $449,000
Q1 2022 May 09, 2022	BUY	$63.45 - $79.12 $239,650 - $298,836	3,777 Added 107.7%	7,284 $520,000
Q4 2021 Jan 26, 2022	BUY	$69.67 - $79.55 $244,332 - $278,981	3,507 New	3,507 $275,000

Others Institutions Holding VONG

# of Institutions

879

Shares Held

174M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

33.8M
Shares

$4.09 Billion
0.28% of portfolio
Cetera Investment Advisers Schaumburg, IL

10.5M
Shares

$1.28 Billion
1.57% of portfolio
Avantax Advisory Services, Inc.

10.1M
Shares

$1.23 Billion
6.29% of portfolio
Morgan Stanley New York, NY

8.82M
Shares

$1.07 Billion
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

7.68M
Shares

$931 Million
0.29% of portfolio

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