Institute for Wealth Management’s Vodafone VOD Stock Holding History

Institute for Wealth Management’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	$18.9K	Buy	+1,426	New	+$21.6K	﹤0.01%	1149
2018 Q2	–	Sell	-7,055	Closed	-$204K	–	250
2018 Q1	$204K	Buy	+7,055	New	+$210K	0.06%	251
2017 Q4	–	Sell	-7,848	Closed	-$223K	–	421
2017 Q3	$223K	Buy	7,848 +430	+6%	+$12.4K	0.07%	241
2017 Q2	$213K	Buy	+7,418	New	+$206K	0.06%	369
2013 Q3	–	Sell	-17	Closed	–	–	118
2013 Q2	$0	Buy	+17	New	+$507	﹤0.01%	122

Other funds holding VOD

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Institute for Wealth Management's VOD Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Vodafone (VOD) in Q2 2026: 1,426 shares worth $18.9K. The stake represents ﹤0.01% of the portfolio and ranks #1149 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in VOD as recently as Q1 2018.

Institute for Wealth Management first reported a position in VOD in Q2 2013 and has held it in 5 quarters since. The position peaked at $223K in Q3 2017. 579 funds tracked by Wall St. Rank hold VOD as of Q2 2026.

Institute for Wealth Management held 1,426 shares of Vodafone worth $18.9K as of Q2 2026.
Vodafone was a new Institute for Wealth Management position in Q2 2026.
Vodafone made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1149 holding.
Institute for Wealth Management first reported a position in Vodafone in Q2 2013 and has held it in 5 quarters since.
Institute for Wealth Management's Vodafone position peaked at $223K in Q3 2017.
579 funds tracked by Wall St. Rank held Vodafone as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.