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

Kaizen Financial Strategies’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$538K Buy
1,486
+101
+7% +$34.4K 0.18% 88
2026
Q1 		$456K Buy
1,385
+11
+0.8% +$3.46K 0.19% 92
2025
Q4 		$415K Buy
1,374
+102
+8% +$30.8K 0.18% 97
2025
Q3 		$377K Buy
1,272
+142
+13% +$41K 0.17% 104
2025
Q2 		$313K Sell
1,130
-699
-38% -$180K 0.16% 110
2025
Q1 		$461K Sell
1,829
-135
-7% -$37.4K 0.27% 71
2024
Q4 		$550K Buy
1,964
+352
+22% +$99.5K 0.31% 57
2024
Q3 		$431K Sell
1,612
-224
-12% -$57.4K 0.25% 67
2024
Q2 		$476K Buy
1,836
+452
+33% +$113K 0.3% 53
2024
Q1 		$361K Buy
+1,384
New +$340K 0.24% 73

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

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

Kaizen Financial Strategies increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 7.3% in Q2 2026, buying an estimated $34.4K and bringing the position to 1,486 shares worth $538K. The position accounts for 0.18% of the portfolio, ranked #88.

Kaizen Financial Strategies first reported a position in VBK in Q1 2024 and has held it in 10 quarters since. The position peaked at $550K in Q4 2024. 607 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Kaizen Financial Strategies held 1,486 shares of Vanguard Morningstar Small-Cap Growth ETF worth $538K as of Q2 2026.
  • Kaizen Financial Strategies bought 101 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $34.4K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.18% of Kaizen Financial Strategies's portfolio in Q2 2026, its #88 holding.
  • Kaizen Financial Strategies first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • Kaizen Financial Strategies's Vanguard Morningstar Small-Cap Growth ETF position peaked at $550K in Q4 2024.
  • 607 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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