Polen Capital exit Vanguard Growth ETF
Polen Capital exit $-2.6M of disclosed value in Vanguard Growth ETF.
Signal
Investor Move
Action
Exit
Capital
$-2.6M disclosed value
Why it matters
This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.
Filing summary
Period End
Mar 31, 2024
Total Changes
110
New
4
Reduced/Sold
52
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| PYPL | PayPal Holdings, Inc. | Reduced | $3.3M | 0.03% |
| ADBE | Adobe Inc. | Reduced | $1.4B | 0.02% |
| TMO | Thermo Fisher Scientific Inc. | Increased | $1.9B | 0.02% |
| AMZN | Amazon.com, Inc. | Increased | $6.2B | 0.02% |
| NOW | ServiceNow, Inc. | Reduced | $2B | 0.02% |
| V.BA | Visa Inc. | Increased | $2.3B | 0.01% |
| LLY | Eli Lilly and Company | Increased | $455M | 0.01% |
| ICLR | ICON Public Limited Company | Increased | $368.9M | 0.01% |
| 2824100 | ABBOTT LABS | Increased | $1.8B | 0.01% |
| NFLX | Netflix, Inc. | Increased | $2.3B | 0.01% |
| 9066101 | AIRBNB INC | Increased | $1.8B | 0.01% |
| MSFT | Microsoft Corporation | Increased | $4.1B | 0.01% |
| PAYC | Paycom Software, Inc. | Increased | $302.6M | 0.01% |
| NKE | NIKE, Inc. | Increased | $890.1M | 0.01% |
| ZTS | Zoetis Inc. | Increased | $1.2B | 0% |
| CRM | Salesforce, Inc. | Increased | $2.1B | 0% |
| NVO | Novo Nordisk A/S | Increased | $997.5M | 0% |
| MA.BA | Mastercard Incorporated | Increased | $2.2B | 0% |
| GOOG | Alphabet Inc. | Increased | $2.8B | 0% |
| UNH.BA | UnitedHealth Group Incorporated | Reduced | $1.2B | 0% |