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Vanguard Malvern Fds shares owned by Kaizen Financial Strategies

Quarter-by-quarter ownership of Vanguard Malvern Fds (VPLS) 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 $918k 12k 78.59
2024-09-30 $472k 6.0k 79.32
2024-06-30 $349k 4.5k 77.22

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

WNY Asset Management
LPL Financial
Summit Financial
Royal Bank of Canada
Balance Wealth
Diversified Portfolios
Keystone Financial Group
First Commonwealth Financial Corporation
MorganRosel Wealth Management
Fagan Associates
Leavell Investment Management
Landmark Wealth Management
Panoramic Investment Advisors
Dynamic Advisors Solutions
Commonwealth Equity Services

View all funds holding Vanguard Malvern Fds