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KIM
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
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
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Tokyo, Japan
$49.2B AUM
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
CA
Cambridge Associates
Boston, Massachusetts
$6.27B AUM
14.78%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
US Bancorp
Minneapolis, Minnesota
$82.4B AUM
19.69%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
Schroder Investment Management Group
London, United Kingdom
$122B AUM
29.27%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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