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Karpus Investment Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Karpus Investment Management’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,602
Closed -$235K – 394
2022
Q4 		$235K Sell
5,602
-3,003
-35% -$122K 0.01% 404
2022
Q3 		$313K Sell
8,605
-775
-8% -$31.6K 0.01% 441
2022
Q2 		$383K Buy
9,380
+228
+2% +$10.1K 0.01% 427
2022
Q1 		$440K Sell
9,152
-387,929
-98% -$18.9M 0.01% 360
2021
Q4 		$20.3M Buy
397,081
+281
+0.1% +$14.4K 0.58% 42
2021
Q3 		$20M Buy
396,800
+9,172
+2% +$477K 0.6% 42
2021
Q2 		$20M Buy
387,628
+108,450
+39% +$5.6M 0.59% 44
2021
Q1 		$13.7M Buy
279,178
+22,218
+9% +$1.09M 0.41% 68
2020
Q4 		$12.1M Buy
+256,960
New +$11.3M 0.38% 71
2020
Q2 		– Sell
-8,593
Closed -$286K – 234
2020
Q1 		$286K Sell
8,593
-3,748
-30% -$150K 0.01% 196
2019
Q4 		$544K Sell
12,341
-765
-6% -$32.6K 0.02% 157
2019
Q3 		$538K Sell
13,106
-4,144
-24% -$169K 0.02% 156
2019
Q2 		$719K Hold
17,250
– – 0.03% 147
2019
Q1 		$720K Sell
17,250
-3,928
-19% -$157K 0.03% 161
2018
Q4 		$786K Sell
21,178
-3,039
-13% -$120K 0.03% 153
2018
Q3 		$1.05M Sell
24,217
-379
-2% -$16.3K 0.04% 134
2018
Q2 		$1.05M Sell
24,596
-5,060
-17% -$226K 0.05% 121
2018
Q1 		$1.31M Sell
29,656
-938
-3% -$42.6K 0.06% 108
2017
Q4 		$1.37M Sell
30,594
-389
-1% -$17.2K 0.06% 103
2017
Q3 		$1.34M Sell
30,983
-991
-3% -$42K 0.07% 93
2017
Q2 		$1.32M Buy
31,974
+2,476
+8% +$101K 0.07% 97
2017
Q1 		$1.16M Sell
29,498
-9,901
-25% -$379K 0.06% 109
2016
Q4 		$1.44M Sell
39,399
-13,187
-25% -$481K 0.08% 114
2016
Q3 		$1.97M Sell
52,586
-3,503
-6% -$129K 0.1% 105
2016
Q2 		$1.98M Sell
56,089
-6,508
-10% -$235K 0.1% 103
2016
Q1 		$2.25M Sell
62,597
-134,284
-68% -$4.63M 0.1% 113
2015
Q4 		$7.23M Sell
196,881
-108,332
-35% -$4.06M 0.32% 82
2015
Q3 		$10.9M Sell
305,213
-467,298
-60% -$18M 0.51% 61
2015
Q2 		$30.6M Sell
772,511
-57,321
-7% -$2.37M 1.44% 17
2015
Q1 		$33.1M Sell
829,832
-130,053
-14% -$5.1M 1.54% 15
2014
Q4 		$36.4M Sell
959,885
-252,743
-21% -$9.79M 1.72% 9
2014
Q3 		$48.2M Sell
1,212,628
-43,520
-3% -$1.81M 2.34% 6
2014
Q2 		$53.5M Sell
1,256,148
-26,221
-2% -$1.1M 2.57% 6
2014
Q1 		$52.9M Buy
1,282,369
+20,744
+2% +$850K 2.75% 4
2013
Q4 		$52.6M Buy
1,261,625
+21,888
+2% +$888K 2.92% 4
2013
Q3 		$49.1M Buy
1,239,737
+106,285
+9% +$4.05M 3.13% 4
2013
Q2 		$40.4M Buy
+1,133,452
New +$42.4M 2.82% 8

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Karpus Investment Management's VEA Position: Q1 2023 in Review

Karpus Investment Management sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2023, closing a stake of 5,602 shares — an estimated $235K sold.

Karpus Investment Management first reported a position in VEA in Q2 2013 and held it in 37 quarters. The position peaked at $53.5M in Q2 2014. 1,881 funds tracked by Wall St. Rank hold VEA as of Q1 2023.

  • Karpus Investment Management reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2023 after selling out during the quarter.
  • Karpus Investment Management sold 5,602 Vanguard FTSE Developed Markets ETF shares in Q1 2023, an estimated $235K.
  • Karpus Investment Management first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2013 and held it in 37 quarters.
  • Karpus Investment Management's Vanguard FTSE Developed Markets ETF position peaked at $53.5M in Q2 2014.
  • 1,881 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2023.

Based on Karpus Investment Management's 13F filing for Q1 2023, filed 11 May 2023.