EWA
NGVC icon

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
Q2 		$5.92K Buy
191
+144
+306% +$4.14K ﹤0.01% 3206
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EverSource Wealth Advisors's NGVC Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Vitamin Cottage Natural Grocers (NGVC) stake by 306% in Q2 2026, buying an estimated $4.14K and bringing the position to 191 shares worth $5.92K. The position accounts for ﹤0.01% of the portfolio, ranked #3206.

EverSource Wealth Advisors first reported a position in NGVC in Q1 2025 and has held it in 4 quarters since. 159 funds tracked by Wall St. Rank hold NGVC as of Q2 2026.

  • EverSource Wealth Advisors held 191 shares of Vitamin Cottage Natural Grocers worth $5.92K as of Q2 2026.
  • EverSource Wealth Advisors bought 144 Vitamin Cottage Natural Grocers shares in Q2 2026, an estimated $4.14K.
  • Vitamin Cottage Natural Grocers made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3206 holding.
  • EverSource Wealth Advisors first reported a position in Vitamin Cottage Natural Grocers in Q1 2025 and has held it in 4 quarters since.
  • 159 funds tracked by Wall St. Rank held Vitamin Cottage Natural Grocers as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.