Follow-The-Filings

Security · featured owners

VYM Vanguard Whitehall Fds

HIGH DIV YLD Equity as of 2026 Q2 among managers we track

  • 4 Owners
  • Max 1.4%
  • $18M
  • 1 new 1 add 2 reduce

VYM (Vanguard Whitehall Fds) is held in 4 featured 13F books as of 2026 Q2. David Katz - Matrix Asset Advisors is the largest tracked holder by portfolio weight (1.4%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 1.4% (David Katz - Matrix Asset Advisors) · not free-float ownership

  1. David Katz add 1.4%
  2. Arnold Van Den Berg reduce 0.12%
  3. Murphy Pohlad new 0.07%
  4. Kentucky Trust Co. reduce 0.05%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
David Katz - Matrix Asset Advisors 2026 Q2 1.4% Add +6.4% 110,817 $18M history
Arnold Van Den Berg - Van Den Berg Management I 2026 Q2 0.12% Reduce −3.0% 3,537 $559K history
Murphy Pohlad - Murphy Pohlad Asset Management 2026 Q2 0.07% New 0.07% 1,362 $215K history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 0.05% Reduce −22.1% 671 $106K history

ownership over time

filing count by report period · click a bar for that quarter’s holders