Kaizen Financial Strategies »

Vanguard Small-Cap Growth ETF shares owned by Kaizen Financial Strategies

Quarter-by-quarter ownership of Vanguard Small-Cap Growth ETF (VBK) shares owned by Kaizen Financial Strategies from 13F filings

Historical chart of Kaizen Financial Strategies investment in Vanguard Small-Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Growth ETF held by Kaizen Financial Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap Growth ETF by Kaizen Financial Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $377k 1.3k 296.02
2025-06-30 $313k 1.1k 276.88
2025-03-31 $461k 1.8k 251.80
2024-12-31 $550k 2.0k 280.08
2024-09-30 $431k 1.6k 267.35
2024-06-30 $476k 1.8k 259.37
2024-03-31 $361k 1.4k 260.74

More positions owned by Kaizen Financial Strategies

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
NVIDIA Corporation (NVDA)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Amazon (AMZN)
Schwab Strategic Tr Long Term Us (SCHQ)
Blackstone Group Inc Com Cl A (BX)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Vaneck Etf Trust Semiconductr Etf (SMH)

View all positions for Kaizen Financial Strategies

Top funds holding Vanguard Small-Cap Growth ETF

Morgan Stanley
Assetmark
Sei Investments
LPL Financial
CI Private Wealth
Wells Fargo & Company
UBS Group
Pnc Financial Services
Cohen Klingenstein
EP Wealth Advisors
Envestnet Asset Management
Mather Group
Jones Financial Companies, L.L
Rsm Us Wealth Management
Moneta Group Investment Advisors

View all funds holding Vanguard Small-Cap Growth ETF