Dan Polen - Polen Capital Management LLC

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 Mid-Cap Index Fund ETF Shares (VO)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2025 Q4	0	0.00	Sell 100.00%	0.01	$69.44–74.66 · VW $72.68i		SEC
2025 Q3	34,760	0.01	Buy	0.01	$69.36–73.52 · VW $71.82i	$2,552,601	SEC

Price snapshot:

Current price$80.84

52-week low$68.37

52-week high$81.29