Polen Capital Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Polen Capital Management’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.31M	Sell	73,200 -22,980	-24%	-$1.93M	0.05%	58
2026 Q1	$7M	Sell	96,180 -102,564	-52%	-$7.98M	0.05%	48
2025 Q4	$16.2M	Buy	198,744 +128,994	+185%	+$10.5M	0.07%	37
2025 Q3	$5.58M	Sell	69,750 -7,692	-10%	-$588K	0.02%	62
2025 Q2	$5.66M	Sell	77,442 -10,092	-12%	-$664K	0.02%	51
2025 Q1	$5.41M	Sell	87,534 -146,742	-63%	-$9.89M	0.02%	54
2024 Q4	$16M	Buy	234,276 +151,392	+183%	+$10.2M	0.04%	41
2024 Q3	$5.3M	Buy	+82,884	New	+$5.14M	0.01%	59
2024 Q1	–	Sell	-50,472	Closed	-$2.61M	–	111
2023 Q4	$2.61M	Buy	50,472 +8,850	+21%	+$427K	0.01%	92
2023 Q3	$1.89M	Buy	41,622 +24,774	+147%	+$1.17M	0.01%	84
2023 Q2	$795K	Buy	+16,848	New	+$731K	﹤0.01%	94

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Polen Capital Management's VUG Position: Q2 2026 in Review

Polen Capital Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 24% in Q2 2026, selling an estimated $1.93M and leaving 73,200 shares worth $6.31M. The position accounts for 0.05% of the portfolio, ranked #58.

Polen Capital Management first reported a position in VUG in Q2 2023 and has held it in 11 quarters since. The position peaked at $16.2M in Q4 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Polen Capital Management held 73,200 shares of Vanguard Morningstar Growth ETF worth $6.31M as of Q2 2026.
Polen Capital Management sold 22,980 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.93M.
Vanguard Morningstar Growth ETF made up 0.05% of Polen Capital Management's portfolio in Q2 2026, its #58 holding.
Polen Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 11 quarters since.
Polen Capital Management's Vanguard Morningstar Growth ETF position peaked at $16.2M in Q4 2025.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.