Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
LINCOLN NATIONAL CORP 02-06-2024 12-31-2023 1919 5,690,631,680
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS TOTAL STK MKT 1 $330,666,903 1,393,925 0.01 6.44 46,964 3.49 12-31-2023
VANGUARD WORLD FD MEGA GRWTH IND 2 $244,637,629 942,690 0.00 5.01 -67,499 -6.68 12-31-2023
VANGUARD BD INDEX FDS SHORT TRM BOND 3 $235,137,637 3,052,942 0.00 5.25 72,309 2.43 12-31-2023
VANGUARD WORLD FD MEGA CAP VAL ETF 4 $216,791,546 1,982,185 0.00 3.97 125,164 6.74 12-31-2023
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