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Avantax Advisory Services’s Vital Farms VITL Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$203K Buy
+5,266
New +$178K ﹤0.01% 2199

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ACI
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Marshall Wace
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
EA
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Avantax Advisory Services's VITL Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Vital Farms (VITL) in Q2 2025: 5,266 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #2199 among its holdings.

243 funds tracked by Wall St. Rank hold VITL as of Q2 2025.

  • Avantax Advisory Services held 5,266 shares of Vital Farms worth $203K as of Q2 2025.
  • Vital Farms was a new Avantax Advisory Services position in Q2 2025.
  • Vital Farms made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2199 holding.
  • 243 funds tracked by Wall St. Rank held Vital Farms as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.