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BCS Private Wealth Management’s Vital Farms VITL Stock Holding History

BCS Private Wealth Management’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 		– Sell
-7,400
Closed -$236K – 199
2025
Q4 		$236K Buy
7,400
+1,125
+18% +$39.6K 0.08% 165
2025
Q3 		$258K Sell
6,275
-75
-1% -$3.26K 0.09% 146
2025
Q2 		$245K Buy
+6,350
New +$214K 0.09% 149

Other funds holding VITL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCS Private Wealth Management's VITL Position: Q1 2026 in Review

BCS Private Wealth Management sold out of Vital Farms (VITL) in Q1 2026, closing a stake of 7,400 shares — an estimated $236K sold.

BCS Private Wealth Management first reported a position in VITL in Q2 2025 and held it in 3 quarters. The position peaked at $258K in Q3 2025. 267 funds tracked by Wall St. Rank hold VITL as of Q1 2026.

  • BCS Private Wealth Management reported no remaining Vital Farms position as of Q1 2026 after selling out during the quarter.
  • BCS Private Wealth Management sold 7,400 Vital Farms shares in Q1 2026, an estimated $236K.
  • BCS Private Wealth Management first reported a position in Vital Farms in Q2 2025 and held it in 3 quarters.
  • BCS Private Wealth Management's Vital Farms position peaked at $258K in Q3 2025.
  • 267 funds tracked by Wall St. Rank held Vital Farms as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.