Claris Financial’s Vital Farms VITL Stock Holding History

Claris 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
2025 Q3	–	Sell	-10,568	Closed	-$407K	–	171
2025 Q2	$407K	Buy	+10,568	New	+$357K	0.31%	82

Other funds holding VITL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACI

Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Claris Financial's VITL Position: Q3 2025 in Review

Claris Financial sold out of Vital Farms (VITL) in Q3 2025, closing a stake of 10,568 shares — an estimated $407K sold.

Claris Financial first reported a position in VITL in Q2 2025 and held it in 1 quarter. The position peaked at $407K in Q2 2025. 272 funds tracked by Wall St. Rank hold VITL as of Q3 2025.

Claris Financial reported no remaining Vital Farms position as of Q3 2025 after selling out during the quarter.
Claris Financial sold 10,568 Vital Farms shares in Q3 2025, an estimated $407K.
Claris Financial first reported a position in Vital Farms in Q2 2025 and held it in 1 quarter.
Claris Financial's Vital Farms position peaked at $407K in Q2 2025.
272 funds tracked by Wall St. Rank held Vital Farms as of Q3 2025.

Based on Claris Financial's 13F filing for Q3 2025, filed 7 Apr 2026.