Dark
Light
System
Security
Vodafone Group New ADR
Vodafone Group New ADR. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 30 Institutional holders with a total value of $106,010,093.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 ACR Alpine Capital Research, LLC 1,804,971 59,365,000 56.00%
2 CAUSEWAY CAPITAL MANAGEMENT LLC 401,886 13,218,000 12.47%
3 Willis Investment Counsel 217,343 7,148,000 6.74%
4 Richard C. Young & CO., LTD. 116,335 3,826,000 3.61% SH
5 FRONTIER INVESTMENT MGMT CO 95,290 3,125,000 2.95%
6 NORTHSTAR INVESTMENT ADVISORS LLC 84,069 2,765,000 2.61%
7 LINCLUDEN MANAGEMENT LTD 78,360 2,577,000 2.43%
8 Hanson & Doremus Investment Management 75,777 2,492,000 2.35%
9 Stellar Capital Management, LLC 65,587 2,157,000 2.03%
10 CLEARARC CAPITAL INC 50,732 1,669,000 1.57%
11 Yorktown Management & Research Co Inc 37,600 1,236,000 1.17%
12 INDEPENDENT INVESTORS INC 33,392 1,098,000 1.04%
13 WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 27,959 920,000 0.87%
14 IMA Advisory Services, Inc. 24,936 820,000 0.77%
15 West Oak Capital, LLC 19,188 631,093 0.60%
16 Baldwin Investment Management, LLC 16,340 537,000 0.51% SH
17 BRR OpCo, LLC 16,073 529,000 0.50%
18 Yellowstone Partners, LLC 14,506 477,000 0.45%
19 Point View Wealth Management, Inc. 11,030 363,000 0.34%
20 IMS Capital Management 10,431 343,000 0.32%
21 Texan Capital Management 10,212 336,000 0.32%
22 Peachtree Investment Advisors, Inc. 2,791 92,000 0.09%
23 Vantage Investment Advisors, LLC 2,778 91,000 0.09%
24 AlphaMark Advisors, LLC 1,924 63,000 0.06%
25 Hexavest Inc. 1,704 56,000 0.05%
26 Winch Advisory Services, LLC 1,010 33,000 0.03%
27 American Research & Management Co. 820 27,000 0.03%
28 COLONY GROUP LLC 326 11,000 0.01%
29 Lenox Wealth Advisors, LLC 104 3,000 0.00%
30 PRENTISS SMITH & CO INC 68 2,000 0.00%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.