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

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2026-09-30 $210k 907 231.08

More positions owned by Kaizen Financial Strategies

Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Capital Group Dividend Value Shs Creat Unit (CGDV)
NVIDIA Corporation (NVDA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Fundamental Us B (FNDB)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vaneck Etf Trust Semiconductr Etf (SMH)
Schwab Strategic Tr Fundamental Intl (FNDF)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)

View all positions for Kaizen Financial Strategies

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Assetmark
Betterment
Aspiriant
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
Sei Investments
UBS Group
Captrust Financial Advisors
Cetera Investment Advisers
Jones Financial Companies, L.L
Raymond James Financial
Advisor Group Holdings
Pnc Financial Services

View all funds holding Vanguard Small-Cap Value ETF