Kaizen Financial Strategies / VIG
Kaizen Financial Strategies’s Vanguard Specialized Funds Position
Does Kaizen Financial Strategies own Vanguard Specialized Funds (VIG)? Yes — 14.0K shares worth $3M (+1.34% of its 13F portfolio) as of Q1 2026, down from 17.3K shares the prior filed quarter.
Position Value
$3M
Q1 2026
Shares
14.0K
% of Portfolio
+1.34%
Quarters Held
21
currently held
Position History VIG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 14.0K | $3M | +1.34% |
| Q4 2025 | 17.3K | $4M | +1.68% |
| Q3 2025 | 16.2K | $3M | +1.58% |
| Q2 2025 | 16.3K | $3M | +1.69% |
| Q1 2025 | 17.3K | $3M | +1.94% |
| Q4 2024 | 33.5K | $7M | +3.71% |
| Q3 2024 | 42.7K | $8M | +4.91% |
| Q2 2024 | 44.9K | $8M | +5.28% |
| Q1 2024 | 43.5K | $8M | +5.39% |
| Q4 2023 | 44.3K | $8M | +5.72% |
| Q3 2023 | 45.3K | $7M | +5.95% |
| Q2 2023 | 47.6K | $8M | +6.61% |
| Q1 2023 | 35.2K | $5M | +5.35% |
| Q4 2022 | 8.1K | $1M | +1.26% |
| Q3 2022 | 9.2K | $1M | +1.25% |
| Q2 2022 | 2.5K | $364,000 | +0.36% |
| Q1 2022 | 2.1K | $344,000 | +0.27% |
| Q4 2021 | 1.8K | $307,000 | +0.23% |
| Q3 2021 | 1.8K | $274,000 | +0.22% |
| Q1 2021 | 1.8K | $262,000 | +0.25% |
| Q4 2020 | 4.8K | $674,000 | +0.75% |
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 VIG.