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EP Wealth Advisors’s Vodafone VOD Stock Holding History

EP Wealth Advisors’s Portfolio VOD Stock Details VOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,504
Closed -$139K – 1603
2025
Q4 		$139K Buy
+10,504
New +$127K ﹤0.01% 1428
2014
Q1 		– Sell
-7,312
Closed -$293K – 139
2013
Q4 		$293K Buy
+7,312
New +$275K 0.08% 94

Other funds holding VOD

AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

EP Wealth Advisors's VOD Position: Q1 2026 in Review

EP Wealth Advisors sold out of Vodafone (VOD) in Q1 2026, closing a stake of 10,504 shares — an estimated $139K sold.

EP Wealth Advisors first reported a position in VOD in Q4 2013 and held it in 2 quarters. The position peaked at $293K in Q4 2013. 549 funds tracked by Wall St. Rank hold VOD as of Q1 2026.

  • EP Wealth Advisors reported no remaining Vodafone position as of Q1 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 10,504 Vodafone shares in Q1 2026, an estimated $139K.
  • EP Wealth Advisors first reported a position in Vodafone in Q4 2013 and held it in 2 quarters.
  • EP Wealth Advisors's Vodafone position peaked at $293K in Q4 2013.
  • 549 funds tracked by Wall St. Rank held Vodafone as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.