Karpus Investment Management’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Karpus Investment Management’s Portfolio VCLT Stock Details VCLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-4,000	Closed	-$389K	–	233
2020 Q1	$389K	Buy	+4,000	New	+$405K	0.01%	186
2013 Q3	–	Sell	-12,600	Closed	-$1.04M	–	198
2013 Q2	$1.04M	Buy	+12,600	New	+$1.12M	0.07%	103

Other funds holding VCLT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KCMRT

Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return

Karpus Investment Management's VCLT Position: Q2 2020 in Review

Karpus Investment Management sold out of Vanguard Long-Term Corporate Bond ETF (VCLT) in Q2 2020, closing a stake of 4,000 shares — an estimated $389K sold.

Karpus Investment Management first reported a position in VCLT in Q2 2013 and held it in 2 quarters. The position peaked at $1.04M in Q2 2013. 178 funds tracked by Wall St. Rank hold VCLT as of Q2 2020.

Karpus Investment Management reported no remaining Vanguard Long-Term Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Karpus Investment Management sold 4,000 Vanguard Long-Term Corporate Bond ETF shares in Q2 2020, an estimated $389K.
Karpus Investment Management first reported a position in Vanguard Long-Term Corporate Bond ETF in Q2 2013 and held it in 2 quarters.
Karpus Investment Management's Vanguard Long-Term Corporate Bond ETF position peaked at $1.04M in Q2 2013.
178 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q2 2020.

Based on Karpus Investment Management's 13F filing for Q2 2020, filed 14 Aug 2020.