Polen Capital Management
VTI icon

Polen Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Polen Capital Management’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,677
Closed -$1.9M – 293
2025
Q4 		$1.9M Buy
+5,677
New +$1.89M 0.01% 98

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Polen Capital Management's VTI Position: Q1 2026 in Review

Polen Capital Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2026, closing a stake of 5,677 shares — an estimated $1.9M sold.

Polen Capital Management first reported a position in VTI in Q4 2025 and held it in 1 quarter. The position peaked at $1.9M in Q4 2025. 3,576 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Polen Capital Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2026 after selling out during the quarter.
  • Polen Capital Management sold 5,677 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $1.9M.
  • Polen Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and held it in 1 quarter.
  • Polen Capital Management's Vanguard Morningstar Total Stock Market ETF position peaked at $1.9M in Q4 2025.
  • 3,576 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Polen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.