VB VANGUARD SMALL-CAP ETF Common Stock

Ownership history in Karpus Management, Inc.  ·  71 quarters on record

This page tracks every 13F SEC filing in which Karpus Management, Inc. reported a position in VANGUARD SMALL-CAP ETF Common Stock (VB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.06% (2018 Q2)
Avg. % of fund
2.35%
First filed
2008 Q1
Last filed
2025 Q3
Quarters held
71
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 329,883 +4,905 +1.5% 2.66% $83.9M $253.38
2025 Q2 REDUCED 324,978 -1,260 -0.4% 2.48% $77.0M $235.40
2025 Q1 REDUCED 326,238 -255 -0.1% 2.34% $72.3M $219.54
2024 Q4 ADDED 326,493 +252 +0.1% 2.32% $78.4M $236.92
2024 Q3 ADDED 326,241 +33,197 +11.3% 2.15% $77.4M $233.03
2024 Q2 REDUCED 293,044 -23,251 -7.4% 1.80% $63.9M $213.56
2024 Q1 REDUCED 316,295 -23,253 -6.8% 2.09% $72.3M $223.02
2023 Q4 REDUCED 339,548 -22,420 -6.2% 2.20% $72.4M $207.51
2023 Q3 REDUCED 361,968 -8,103 -2.2% 2.30% $68.4M $182.97
2023 Q2 REDUCED 370,071 -4,729 -1.3% 2.31% $73.6M $191.74
61 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VB price (monthly, adj. close)
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