EverSource Wealth Advisors’s Vitamin Cottage Natural Grocers NGVC Stock Holding History

EverSource Wealth Advisors’s Portfolio NGVC Stock Details NGVC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.22K	Buy	+47	New	+$1.21K	﹤0.01%	3792
2025 Q3	–	Sell	-9	Closed	-$354	–	4424
2025 Q2	$354	Sell	9 -27	-75%	-$1.25K	﹤0.01%	3974
2025 Q1	$1.45K	Buy	+36	New	+$1.51K	﹤0.01%	3082

Other funds holding NGVC

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EverSource Wealth Advisors's NGVC Position: Q1 2026 in Review

EverSource Wealth Advisors opened a new position in Vitamin Cottage Natural Grocers (NGVC) in Q1 2026: 47 shares worth $1.22K. The stake represents ﹤0.01% of the portfolio and ranks #3792 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in NGVC as recently as Q2 2025.

EverSource Wealth Advisors first reported a position in NGVC in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.45K in Q1 2025. 155 funds tracked by Wall St. Rank hold NGVC as of Q1 2026.

EverSource Wealth Advisors held 47 shares of Vitamin Cottage Natural Grocers worth $1.22K as of Q1 2026.
Vitamin Cottage Natural Grocers was a new EverSource Wealth Advisors position in Q1 2026.
Vitamin Cottage Natural Grocers made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3792 holding.
EverSource Wealth Advisors first reported a position in Vitamin Cottage Natural Grocers in Q1 2025 and has held it in 3 quarters since.
EverSource Wealth Advisors's Vitamin Cottage Natural Grocers position peaked at $1.45K in Q1 2025.
155 funds tracked by Wall St. Rank held Vitamin Cottage Natural Grocers as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.