Security
Vanguard Whitehall Fds · HIGH DIV YLD
11 owners 1 new max 1.4% (David Katz - Matrix Asset...)
owners
11
max %
1.4%
tracked value
$18.3B
qoq
N 1
A 7
R 3
holders
sorted by % of portfolio · long equity only
| manager | % port | activity | shares | value | history |
|---|---|---|---|---|---|
| David Katz - Matrix Asset Advisors INC/NY 2026 Q2 stale | 1.4% | Add +0.01 pp | 110,817 | $17.5B | hist |
| Arnold Van Den Berg - Van Den Berg Management I, Inc. 2026 Q1 | 0.1% | Add +0.03 pp | 3,647 | $540M | hist |
| Ancora Advisors LLC 2026 Q1 | 0.1% | Add +0.01 pp | 17,676 | $3M | hist |
| Kentucky Trust Co. 2026 Q2 stale | 0.1% | Reduce -0.02 pp | 671 | $106M | hist |
| Cliff Asness - Aqr Capital Management LLC 2026 Q1 | 0.0% | Add 0.00 pp | 439,845 | $65M | hist |
| Natixis Advisors, LLC 2026 Q1 | 0.0% | Add 0.00 pp | 139,085 | $21M | hist |
| Renaissance Technologies LLC 2026 Q1 | 0.0% | Add +0.01 pp | 81,500 | $12M | hist |
| Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 | 0.0% | Add 0.00 pp | 54,486 | $8M | hist |
| Vanguard Group Inc. 2025 Q4 stale | 0.0% | Reduce 0.00 pp | 93,247 | $13M | hist |
| Ken Griffin - Citadel Advisors LLC 2026 Q1 | 0.0% | New 0.0% | 21,897 | $3M | hist |
| Ken Fisher - Fisher Asset Management, LLC 2026 Q1 | 0.0% | Reduce 0.00 pp | 2,546 | $377 | hist |
No managers match this filter.
ownership over time
filing count by report period · click a bar for that quarter’s holders