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 Value Index Fund ETF Shares (VOE)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2025 Q4	0	0.00	Sell 100.00%	<0.01	$168.76–181.92 · VW $175.42i		SEC
2025 Q3	2,000	<0.01	Buy	<0.01	$163.58–174.77 · VW $170.19i	$349,160	SEC

Price snapshot:

Current price$202.28

52-week low$160.30

52-week high$201.73