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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
2025-09-30 $10M 128k 78.31
2025-06-30 $9.5M 123k 77.58
2025-03-31 $9.2M 119k 77.43
2024-12-31 $7.5M 99k 75.81
2024-09-30 $8.4M 106k 79.19
2024-06-30 $7.6M 99k 77.14

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 Malvern Fds

HBK Sorce Advisory
Signature
Martel Wealth Advisors
BKD Wealth Advisors
Assetmark
Diversified Portfolios
CLS Investments
Smith & Howard Wealth Management
Alerus Financial
Financial Engines Advisors L.L.C
LPL Financial
Orrstown Financial Services
BLB^B Advisors
Magnolia Wealth Management
Envestnet Asset Management

View all funds holding Vanguard Malvern Fds