Kaizen Financial Strategies
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1842013
CAMPBELL, CA
Position in VB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$562,604
+$195,026 QoQ
Shares Held
2,148
+50.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $562,604 | 2,148 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $367,578 | 1,425 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $355,483 | 1,398 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $329,165 | 1,389 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $434,630 | 1,960 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $471,429 | 1,962 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $462,322 | 1,949 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $424,959 | 1,949 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $421,062 | 1,842 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $413,220 | 1,937 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||