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 Growth Index Fund ETF Shares (VUG)
← All VUG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 96,180 0.05 Reduce 51.61% 0.04 $69.63–82.48 · VW $77.08i $7,001,827 SEC
2025   Q4 198,744 0.07 Add 184.94% 0.05 $77.15–84.23 · VW $81.36i $16,159,762 SEC
2025   Q3 69,750 0.02 Reduce 9.93% <0.01 $72.02–80.70 · VW $76.58i $5,575,590 SEC
2025   Q2 77,442 0.02 Reduce 11.53% <0.01 $52.69–73.24 · VW $64.23i $5,658,519 SEC
2025   Q1 87,534 0.02 Reduce 62.64% 0.03 $60.03–71.52 · VW $66.39i $5,409,833 SEC
2024   Q4 234,276 0.04 Add 182.66% 0.03 $62.60–71.45 · VW $66.87i $16,026,137 SEC
2024   Q3 82,884 0.01 Buy 0.01 $55.05–371.86 · VW $90.66i $5,303,600 SEC
2024   Q1 0 0.00 Sell 100.00% <0.01 $50.05–58.15 · VW $54.98i SEC
2023   Q4 50,472 <0.01 Add 21.26% <0.01 $43.44–52.22 · VW $48.04i $2,614,972 SEC
2023   Q3 41,622 <0.01 Add 147.04% <0.01 $44.55–49.18 · VW $47.30i $1,889,116 SEC
2023   Q2 16,848 <0.01 Buy <0.01 $40.50–47.28 · VW $43.80i $794,547 SEC
Price snapshot:
Current price$86.15
Avg. buy price$76.23
+/- since buy13.01%
52-week low$69.56
52-week high$90.50