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Karpus Management, Inc.: VTES position timeline

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

Karpus Management, Inc. held 34,250 VTES 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 34,250 shares
    Change vs previous 13F -700 shares

    0.1% of the 13F portfolio, value $3,469,868.

    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 34,950 shares
    Change vs previous 13F -227,850 shares

    0.11% of the 13F portfolio, value $3,534,843.

    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 262,800 shares
    Change vs previous 13F -37,450 shares

    0.82% of the 13F portfolio, value $26,693,910.

    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 300,250 shares
    Change vs previous 13F +68,150 shares

    0.97% of the 13F portfolio, value $30,602,981.

    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 232,100 shares
    Change vs previous 13F +212,050 shares

    0.76% of the 13F portfolio, value $23,425,853.

    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 20,050 shares
    Change vs previous 13F +9,700 shares

    0.07% of the 13F portfolio, value $2,015,226.

    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 10,350 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,037,588.

    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).