Polen Capital Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-2,000
Closed -$349K 286
2025
Q3
$349K Buy
+2,000
New +$340K ﹤0.01% 208

Other funds holding VOE

Polen Capital Management's VOE Position: Q4 2025 in Review

Polen Capital Management sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2025, closing a stake of 2,000 shares — an estimated $349K sold.

Polen Capital Management first reported a position in VOE in Q3 2025 and held it in 1 quarter. The position peaked at $349K in Q3 2025. 1,199 funds tracked by Wall St. Rank hold VOE as of Q4 2025.

  • Polen Capital Management reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Polen Capital Management sold 2,000 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2025, an estimated $349K.
  • Polen Capital Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • Polen Capital Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $349K in Q3 2025.
  • 1,199 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2025.

Based on Polen Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.