Kaizen Financial Strategies’s Vanguard Core Bond ETF VCRB Stock Holding History

Kaizen Financial Strategies’s Portfolio VCRB Stock Details VCRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.53M	Sell	111,040 -16,006	-13%	-$1.24M	2.77%	9
2026 Q1	$9.86M	Sell	127,046 -2,071	-2%	-$162K	4.17%	6
2025 Q4	$10.1M	Buy	129,117 +1,090	+0.9%	+$85.4K	4.44%	6
2025 Q3	$10M	Buy	128,027 +5,244	+4%	+$407K	4.53%	6
2025 Q2	$9.53M	Buy	122,783 +3,335	+3%	+$256K	4.84%	5
2025 Q1	$9.25M	Buy	119,448 +20,353	+21%	+$1.56M	5.34%	4
2024 Q4	$7.51M	Sell	99,095 -6,554	-6%	-$506K	4.25%	5
2024 Q3	$8.37M	Buy	105,649 +7,033	+7%	+$549K	4.85%	5
2024 Q2	$7.61M	Buy	+98,616	New	+$7.44M	4.74%	5

Other funds holding VCRB

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return

OFS

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

MWM

Magnolia Wealth Management Dothan, Alabama $191M AUM 17.58% 1-Year Est. Return

NECFA

New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return

TFG

Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Kaizen Financial Strategies reduced its Vanguard Core Bond ETF (VCRB) stake by 13% in Q2 2026, selling an estimated $1.24M and leaving 111,040 shares worth $8.53M. The position accounts for 2.77% of the portfolio, ranked #9.

Kaizen Financial Strategies first reported a position in VCRB in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.1M in Q4 2025. 140 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

Kaizen Financial Strategies held 111,040 shares of Vanguard Core Bond ETF worth $8.53M as of Q2 2026.
Kaizen Financial Strategies sold 16,006 Vanguard Core Bond ETF shares in Q2 2026, an estimated $1.24M.
Vanguard Core Bond ETF made up 2.77% of Kaizen Financial Strategies's portfolio in Q2 2026, its #9 holding.
Kaizen Financial Strategies first reported a position in Vanguard Core Bond ETF in Q2 2024 and has held it in 9 quarters since.
Kaizen Financial Strategies's Vanguard Core Bond ETF position peaked at $10.1M in Q4 2025.
140 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

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