Creative Planning’s Vital Farms VITL Stock Holding History

Creative Planning’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 Q2	$2.12M	Buy	182,656 +166,461	+1,028%	+$1.86M	﹤0.01%	2039
2026 Q1	$229K	Buy	+16,195	New	+$383K	﹤0.01%	3639
2025 Q4	–	Sell	-5,509	Closed	-$227K	–	4120
2025 Q3	$227K	Buy	+5,509	New	+$239K	﹤0.01%	3370
2025 Q1	–	Sell	-14	Closed	-$528	–	3737
2024 Q4	$528	Buy	+14	New	+$498	﹤0.01%	3562

Other funds holding VITL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NIM

Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Creative Planning's VITL Position: Q2 2026 in Review

Creative Planning increased its Vital Farms (VITL) stake by 1,028% in Q2 2026, buying an estimated $1.86M and bringing the position to 182,656 shares worth $2.12M. The position accounts for ﹤0.01% of the portfolio, ranked #2039.

Creative Planning first reported a position in VITL in Q4 2024 and has held it in 4 quarters since. 227 funds tracked by Wall St. Rank hold VITL as of Q2 2026.

Creative Planning held 182,656 shares of Vital Farms worth $2.12M as of Q2 2026.
Creative Planning bought 166,461 Vital Farms shares in Q2 2026, an estimated $1.86M.
Vital Farms made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2039 holding.
Creative Planning first reported a position in Vital Farms in Q4 2024 and has held it in 4 quarters since.
227 funds tracked by Wall St. Rank held Vital Farms as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.