AF
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Allworth Financial’s Vital Farms VITL Stock Holding History

Allworth Financial’s Portfolio VITL Stock Details VITL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.2K Buy
368
+314
+581% +$7.42K ﹤0.01% 3938
2025
Q4 		$1.73K Sell
54
-32
-37% -$1.13K ﹤0.01% 4182
2025
Q3 		$3.54K Buy
86
+8
+10% +$347 ﹤0.01% 3729
2025
Q2 		$3K Buy
78
+54
+225% +$1.82K ﹤0.01% 3533
2025
Q1 		$807 Buy
24
+18
+300% +$648 ﹤0.01% 3541
2024
Q4 		$267 Hold
6
– – ﹤0.01% 3737
2024
Q3 		$211 Buy
+6
New +$212 ﹤0.01% 3589
2023
Q4 		– Sell
-11
Closed -$128 – 3631
2023
Q3 		$128 Hold
11
– – ﹤0.01% 3301
2023
Q2 		$132 Hold
11
– – ﹤0.01% 3155
2023
Q1 		$169 Hold
11
– – ﹤0.01% 3040
2022
Q4 		$164 Hold
11
– – ﹤0.01% 2829
2022
Q3 		$0 Buy
+11
New +$131 ﹤0.01% 3135

Other funds holding VITL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return