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 Tot World Stk ETF (VT)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 6,600 0.01 Reduce 80.35% 0.02 $138.33 $912,950 SEC
2025   Q4 33,592 0.02 Add 632.49% 0.02 $141.06 $4,738,429 SEC
2025   Q3 4,586 <0.01 Reduce 17.13% <0.01 $137.79 $631,889 SEC
2025   Q2 5,534 <0.01 Reduce 49.50% <0.01 $128.51 $711,170 SEC
2025   Q1 10,959 <0.01 Reduce 59.10% <0.01 $115.95 $1,270,658 SEC
2024   Q4 26,794 0.01 Add 566.85% <0.01 $117.48 $3,147,737 SEC
2024   Q3 4,018 <0.01 Buy <0.01 $119.69 $480,924 SEC