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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
Q2 		$138K Buy
+10,405
New +$158K ﹤0.01% 1606
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 $7.04B AUM 28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

EP Wealth Advisors's VOD Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Vodafone (VOD) in Q2 2026: 10,405 shares worth $138K. The stake represents ﹤0.01% of the portfolio and ranks #1606 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in VOD as recently as Q4 2025.

EP Wealth Advisors first reported a position in VOD in Q4 2013 and has held it in 3 quarters since. The position peaked at $293K in Q4 2013. 577 funds tracked by Wall St. Rank hold VOD as of Q2 2026.

  • EP Wealth Advisors held 10,405 shares of Vodafone worth $138K as of Q2 2026.
  • Vodafone was a new EP Wealth Advisors position in Q2 2026.
  • Vodafone made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1606 holding.
  • EP Wealth Advisors first reported a position in Vodafone in Q4 2013 and has held it in 3 quarters since.
  • EP Wealth Advisors's Vodafone position peaked at $293K in Q4 2013.
  • 577 funds tracked by Wall St. Rank held Vodafone as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.