KIM
VT icon

Karpus Investment Management’s Vanguard Total World Stock ETF VT Stock Holding History

Karpus Investment Management’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$221K Sell
1,410
-410
-23% -$62.6K 0.01% 224
2026
Q1 		$252K Sell
1,820
-35
-2% -$5.03K 0.01% 220
2025
Q4 		$262K Sell
1,855
-90
-5% -$12.6K 0.01% 205
2025
Q3 		$268K Sell
1,945
-70
-3% -$9.3K 0.01% 196
2025
Q2 		$259K Buy
+2,015
New +$241K 0.01% 195
2024
Q3 		– Sell
-2,745
Closed -$309K – 230
2024
Q2 		$309K Sell
2,745
-3,355
-55% -$370K 0.01% 214
2024
Q1 		$674K Sell
6,100
-2,505
-29% -$265K 0.02% 209
2023
Q4 		$885K Sell
8,605
-2,640
-23% -$254K 0.03% 201
2023
Q3 		$1.05M Sell
11,245
-1,015
-8% -$98.5K 0.04% 208
2023
Q2 		$1.19M Sell
12,260
-1,740
-12% -$163K 0.04% 221
2023
Q1 		$1.29M Buy
14,000
+15
+0.1% +$1.36K 0.04% 242
2022
Q4 		$1.21M Sell
13,985
-35,825
-72% -$3.06M 0.04% 273
2022
Q3 		$3.93M Buy
49,810
+36,400
+271% +$3.2M 0.14% 163
2022
Q2 		$1.14M Sell
13,410
-192,037
-93% -$17.8M 0.04% 326
2022
Q1 		$20.8M Sell
205,447
-17,789
-8% -$1.8M 0.63% 30
2021
Q4 		$24M Buy
223,236
+4,387
+2% +$466K 0.69% 33
2021
Q3 		$22.3M Buy
218,849
+26,449
+14% +$2.77M 0.66% 35
2021
Q2 		$19.9M Buy
+192,400
New +$19.6M 0.59% 45

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Karpus Investment Management's VT Position: Q2 2026 in Review

Karpus Investment Management reduced its Vanguard Total World Stock ETF (VT) stake by 23% in Q2 2026, selling an estimated $62.6K and leaving 1,410 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #224.

Karpus Investment Management first reported a position in VT in Q2 2021 and has held it in 18 quarters since. The position peaked at $24M in Q4 2021. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Karpus Investment Management held 1,410 shares of Vanguard Total World Stock ETF worth $221K as of Q2 2026.
  • Karpus Investment Management sold 410 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $62.6K.
  • Vanguard Total World Stock ETF made up 0.01% of Karpus Investment Management's portfolio in Q2 2026, its #224 holding.
  • Karpus Investment Management first reported a position in Vanguard Total World Stock ETF in Q2 2021 and has held it in 18 quarters since.
  • Karpus Investment Management's Vanguard Total World Stock ETF position peaked at $24M in Q4 2021.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Karpus Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.