SEC 13F Intelligence

Kaizen Financial Strategies / VCRB

Kaizen Financial Strategies’s Vanguard Malvern Fds Position

Does Kaizen Financial Strategies own Vanguard Malvern Fds (VCRB)? Yes — 127.0K shares worth $10M (+4.17% of its 13F portfolio) as of Q1 2026, down from 129.1K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
127.0K
% of Portfolio
+4.17%
Quarters Held
8
currently held

Position History VCRB

Reported value by quarter
Q2 ’24: $8MQ2 ’24Q3 ’24: $8MQ3 ’24Q4 ’24: $8MQ4 ’24Q1 ’25: $9MQ1 ’25Q2 ’25: $10MQ2 ’25Q3 ’25: $10MQ3 ’25Q4 ’25: $10MQ4 ’25Q1 ’26: $10MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026127.0K$10M+4.17%
Q4 2025129.1K$10M+4.44%
Q3 2025128.0K$10M+4.53%
Q2 2025122.8K$10M+4.84%
Q1 2025119.4K$9M+5.34%
Q4 202499.1K$8M+4.25%
Q3 2024105.6K$8M+4.85%
Q2 202498.6K$8M+4.74%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kaizen Financial Strategies’s full portfolio or all institutional holders of VCRB.