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Disclosery

Karpus Management, Inc.: VOO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Karpus Management, Inc. on VOO, newest first. How the timeline and the estimate are built.

Karpus Management, Inc. held 366,496 VOO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 366,496 shares
    Change vs previous 13F -26,376 shares

    7.24% of the 13F portfolio, value $251,712,973.

    13F-HR 0001072613-26-000683 filed by Karpus Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 392,872 shares
    Change vs previous 13F -30,036 shares

    7.32% of the 13F portfolio, value $234,760,538.

    13F-HR 0001072613-26-000439 filed by Karpus Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 422,908 shares
    Change vs previous 13F -20,604 shares

    8.15% of the 13F portfolio, value $265,218,162.

    13F-HR/A 0001072613-26-000189 filed by Karpus Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 443,512 shares
    Change vs previous 13F -13,490 shares

    8.6% of the 13F portfolio, value $271,597,750.

    13F-HR 0001072613-25-000825 filed by Karpus Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 457,002 shares
    Change vs previous 13F -4,798 shares

    8.37% of the 13F portfolio, value $259,590,584.

    13F-HR 0001072613-25-000614 filed by Karpus Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 461,800 shares
    Change vs previous 13F -5,268 shares

    7.69% of the 13F portfolio, value $237,323,401.

    13F-HR 0001072613-25-000398 filed by Karpus Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 467,068 shares
    Change vs previous 13F +6,240 shares

    7.44% of the 13F portfolio, value $251,661,047.

    13F-HR 0001072613-25-000115 filed by Karpus Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 460,828 shares
    Change vs previous 13F not available

    6.76% of the 13F portfolio, value $243,165,092.

    13F-HR 0001072613-24-000832 filed by Karpus Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).