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Kaizen Financial Strategies’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Kaizen Financial Strategies’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$553K Sell
1,834
-314
-15% -$90K 0.18% 84
2026
Q1 		$600K Buy
2,148
+723
+51% +$196K 0.25% 77
2025
Q4 		$367K Buy
1,425
+27
+2% +$6.92K 0.16% 107
2025
Q3 		$350K Buy
1,398
+9
+0.6% +$2.23K 0.16% 111
2025
Q2 		$329K Sell
1,389
-571
-29% -$127K 0.17% 106
2025
Q1 		$435K Sell
1,960
-2
-0.1% -$478 0.25% 75
2024
Q4 		$471K Buy
1,962
+13
+0.7% +$3.2K 0.27% 64
2024
Q3 		$462K Hold
1,949
– – 0.27% 64
2024
Q2 		$452K Buy
1,949
+107
+6% +$23.5K 0.28% 58
2024
Q1 		$421K Sell
1,842
-95
-5% -$20.4K 0.29% 65
2023
Q4 		$413K Buy
+1,937
New +$373K 0.31% 58

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Kaizen Financial Strategies's VB Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 15% in Q2 2026, selling an estimated $90K and leaving 1,834 shares worth $553K. The position accounts for 0.18% of the portfolio, ranked #84.

Kaizen Financial Strategies first reported a position in VB in Q4 2023 and has held it in 11 quarters since. The position peaked at $600K in Q1 2026. 1,255 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Kaizen Financial Strategies held 1,834 shares of Vanguard Morningstar Small-Cap ETF worth $553K as of Q2 2026.
  • Kaizen Financial Strategies sold 314 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $90K.
  • Vanguard Morningstar Small-Cap ETF made up 0.18% of Kaizen Financial Strategies's portfolio in Q2 2026, its #84 holding.
  • Kaizen Financial Strategies first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Kaizen Financial Strategies's Vanguard Morningstar Small-Cap ETF position peaked at $600K in Q1 2026.
  • 1,255 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.