Polen Capital Management
VONG icon

Polen Capital Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Polen Capital Management’s Portfolio VONG Stock Details VONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-34,536
Closed -$3.24M – 127
2024
Q2 		$3.24M Buy
34,536
+1,270
+4% +$112K 0.01% 71
2024
Q1 		$2.88M Hold
33,266
– – 0.01% 76
2023
Q4 		$2.6M Buy
+33,266
New +$2.42M 0.01% 93

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AAS
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Polen Capital Management's VONG Position: Q3 2024 in Review

Polen Capital Management sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q3 2024, closing a stake of 34,536 shares — an estimated $3.24M sold.

Polen Capital Management first reported a position in VONG in Q4 2023 and held it in 3 quarters. The position peaked at $3.24M in Q2 2024. 633 funds tracked by Wall St. Rank hold VONG as of Q3 2024.

  • Polen Capital Management reported no remaining Vanguard Russell 1000 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Polen Capital Management sold 34,536 Vanguard Russell 1000 Growth ETF shares in Q3 2024, an estimated $3.24M.
  • Polen Capital Management first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2023 and held it in 3 quarters.
  • Polen Capital Management's Vanguard Russell 1000 Growth ETF position peaked at $3.24M in Q2 2024.
  • 633 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2024.

Based on Polen Capital Management's 13F filing for Q3 2024, filed 13 Nov 2024.