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VYM Vanguard Whitehall Funds

Filed as VANGUARD WHITEHALL FDS (HIGH DIV YLD), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 1

  • 2 Owners
  • Max 1.5%
  • $18M
  • 1 add 1 exit

In 2026 Q3 David Katz added to Vanguard Whitehall Funds, while Murphy Pohlad sold out.

Who owns this now

Largest portfolio weights among holders, up to 1.5% (David Katz, Matrix Asset Advisors). Not free-float ownership.

  1. David Katz Add 1.5%
  2. Kentucky Trust Co. 0.05%

Who owns VYM

Sorted by value, long equity only, as of 2026 Q3.

History
David Katz, Matrix Asset Advisors 1.5%, was 1.4% Add +2.8% 113,875 $18M History
Kentucky Trust Co., Kentucky Trust 0.05% Hold 671 $104K History
Murphy Pohlad, Murphy Pohlad Asset Management exited 2026 Q3 Last 2026 Q2 0.07% Exit −0.07% 1,362 $215K History

2 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Congress

No member of Congress reported trading VYM in the last three years. 16 members listed it in 2025 annual reports.

All Congress trades

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.