Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Vanguard Russell 1000 Growth Index Fund ETF Shares (VONG)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2024   Q3 0 0.00 Sell 100.00% 0.01 SEC
2024   Q2 34,536 0.01 Add 3.82% <0.01 $93.81 $3,239,822 SEC
2024   Q1 33,266 0.01 $86.67 $2,883,164 SEC
2023   Q4 33,266 0.01 Buy 0.01 $78.02 $2,595,413 SEC