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Karpus Management, Inc.: VUG position timeline

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

Karpus Management, Inc. held 201,907 VUG 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 201,907 shares
    Change vs previous 13F +168,102 shares

    0.5% of the 13F portfolio, value $17,392,269.

    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 33,805 shares
    Change vs previous 13F -39,153 shares

    0.46% of the 13F portfolio, value $14,765,686.

    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 72,958 shares
    Change vs previous 13F +1,155 shares

    1.09% of the 13F portfolio, value $35,593,290.

    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 71,803 shares
    Change vs previous 13F +4,050 shares

    1.09% of the 13F portfolio, value $34,437,437.

    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 67,753 shares
    Change vs previous 13F +1,387 shares

    0.96% of the 13F portfolio, value $29,702,915.

    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 66,366 shares
    Change vs previous 13F +720 shares

    0.8% of the 13F portfolio, value $24,609,840.

    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 65,646 shares
    Change vs previous 13F +18,590 shares

    0.8% of the 13F portfolio, value $26,943,744.

    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 47,056 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $18,066,210.

    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).