VT — VANGUARD TOTAL WORLD STOCK ETF

Ownership history in Karpus Management, Inc.  ·  15 quarters on record

This page tracks every 13F SEC filing in which Karpus Management, Inc. reported a position in VANGUARD TOTAL WORLD STOCK ETF (VT). 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
0.7% (2021 Q3)
Avg. % of fund
0.2%
First filed
2021 Q2
Last filed
2025 Q3
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,945 -70 -3.5% 0.01% $268K $136.71
2025 Q2 REDUCED 2,015 -730 -26.6% 0.01% $259K $127.06
2024 Q2 REDUCED 2,745 -3,355 -55.0% 0.01% $309K $109.25
2024 Q1 REDUCED 6,100 -2,505 -29.1% 0.02% $674K $106.64
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VT price (monthly, adj. close)

Other funds also holding VT

As of 2025 Q4 — sorted by position size

Bain Capital Public Equity, LP 3Y 96.4% Vernal Point Advisors, LLC 52.24% DC Investments Management, LLC 3Y 7Y 51.95% Battery Global Advisors, LLC 29.27% Topor & Co. Korea 28.37% New England Private Wealth Advisors LLC 3Y 7Y 20.05% CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 3Y 7Y 18.92% WJ Interests, LLC 3Y 17.36% UNIVERSITY OF CHICAGO 3Y 7Y 16.31% Alta Advisers Ltd 3Y 7Y 15.72%
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