BURKETT FINANCIAL SERVICES, LLC VOD — Vodafone Group Plc

Ownership history in BURKETT FINANCIAL SERVICES, LLC  ·  8 quarters on record

AI Ownership Summary

BURKETT FINANCIAL SERVICES, LLC reported Vodafone Group Plc (VOD) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows VOD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VOD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BURKETT FINANCIAL SERVICES, LLC's position in Vodafone Group Plc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

VOD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VOD stock page BURKETT FINANCIAL SERVICES, LLC fund profile BURKETT FINANCIAL SERVICES, LLC full holdings
How BURKETT FINANCIAL SERVICES, LLC held VOD — position size vs. price
% of Fund (quarterly)    VOD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 60 +1 +1.7% 0.00% $698 2025-11-24 $11.83
2025 Q2 UNCHANGED — — — 59 — 0% 0.00% $626 2025-07-01 $10.68
2025 Q1 ADDED — — — 59 +2 +3.5% 0.00% $551 2025-04-11 $8.33
2024 Q4 UNCHANGED — — — 57 — 0% 0.00% $486 2025-01-06 $8.08
2024 Q3 ADDED — — — 57 +3 +5.6% 0.00% $573 2024-10-08 $8.97
2024 Q2 UNCHANGED — — — 54 — 0% 0.00% $481 2024-07-10 $8.62
2024 Q1 ADDED — — — 54 +3 +5.9% 0.00% $482 2024-04-01 $7.76
2023 Q4 INITIATED — — — 51 — — 0.00% $446 2024-02-12 $7.24

🏢 Other funds also holding VOD

As of 2026 Q1 — sorted by position size

KEATING INVESTMENT COUNSELORS INC 3Y 7Y 2.61% HF Advisory Group, LLC 3Y 1.08% OPPENHEIMER ASSET MANAGEMENT INC. 3Y 7Y 1.0% Clean Yield Group 3Y 7Y 0.96% Michels Family Financial, LLC 0.88% Old Port Advisors 3Y 7Y 0.78% KW WEALTH MANAGEMENT LLC 0.45% SHRIER WEALTH MANAGEMENT, LLC 0.42% MQS Management LLC 3Y 0.32% CWA Asset Management Group, LLC 3Y 7Y 0.23%

FAQ About BURKETT FINANCIAL SERVICES, LLC and VOD

These are the practical questions this page is built to answer before you even open the full history table.

How long has BURKETT FINANCIAL SERVICES, LLC reported owning VOD?

BURKETT FINANCIAL SERVICES, LLC reported VOD across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported VOD position in BURKETT FINANCIAL SERVICES, LLC's portfolio?

The largest reported portfolio weight for VOD was 0.00% in 2024 Q1.

What is the latest reported VOD position on this page?

The most recent filing on this page is 2025 Q3, when BURKETT FINANCIAL SERVICES, LLC reported 60 shares, equal to 0.00% of portfolio, with an estimated market value of $698.

What does the chart on this VOD ownership page compare?

The chart compares BURKETT FINANCIAL SERVICES, LLC's quarterly VOD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BURKETT FINANCIAL SERVICES, LLC time their VOD position?

Based on 13F filing dates vs. subsequent VOD price moves, BURKETT FINANCIAL SERVICES, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on VOD relative to SPY over the holding period was +10.7%.

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