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Vanguard Malvern Fds shares owned by Kaizen Financial Strategies

Quarter-by-quarter ownership of Vanguard Malvern Fds (VCRB) shares owned by Kaizen Financial Strategies from 13F filings

Historical chart of Kaizen Financial Strategies investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Malvern Fds 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 Malvern Fds by Kaizen Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.4M 106k 79.19
2024-06-30 $7.6M 99k 77.14

More positions owned by Kaizen Financial Strategies

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Blackstone Group Inc Com Cl A (BX)
Schwab Strategic Tr Fundamental Intl (FNDF)
Tesla Motors (TSLA)
Schwab Strategic Tr Long Term Us (SCHQ)
Microsoft Corporation (MSFT)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Amazon (AMZN)

View all positions for Kaizen Financial Strategies

Top funds holding Vanguard Malvern Fds

HBK Sorce Advisory
Martel Wealth Advisors
Financial Engines Advisors L.L.C
Magnolia Wealth Management
San Luis Wealth Advisors
Diversified Portfolios
TCG Advisory Services
Tilson Financial Group
Garrett Investment Advisors
Verum Partners
Foundations Investment Advisors
Tull Financial Group
ShankerValleau Wealth Advisors
SJS Investment Consulting
Mills Wealth Advisors

View all funds holding Vanguard Malvern Fds