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Disclosery

Karpus Management, Inc.: VTI position timeline

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

Karpus Management, Inc. held 68,670 VTI 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 68,670 shares
    Change vs previous 13F -12,001 shares

    0.73% of the 13F portfolio, value $25,410,692.

    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 80,671 shares
    Change vs previous 13F -13,685 shares

    0.81% of the 13F portfolio, value $25,880,103.

    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 94,356 shares
    Change vs previous 13F -39,496 shares

    0.97% of the 13F portfolio, value $31,634,777.

    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 133,852 shares
    Change vs previous 13F -4,145 shares

    1.39% of the 13F portfolio, value $43,926,251.

    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 137,997 shares
    Change vs previous 13F -4,075 shares

    1.35% of the 13F portfolio, value $41,941,355.

    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 142,072 shares
    Change vs previous 13F -1,871 shares

    1.27% of the 13F portfolio, value $39,047,002.

    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 143,943 shares
    Change vs previous 13F -1,760 shares

    1.23% of the 13F portfolio, value $41,716,217.

    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 145,703 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $41,257,261.

    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).