EverSource Wealth Advisors’s Vital Farms VITL Stock Holding History

EverSource Wealth Advisors’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	$7.55K	Sell	649 -70	-10%	-$780	﹤0.01%	3069
2026 Q1	$10.2K	Buy	719 +270	+60%	+$6.38K	﹤0.01%	2914
2025 Q4	$14.3K	Buy	449 +157	+54%	+$5.53K	﹤0.01%	2601
2025 Q3	$12K	Hold	292	–	–	﹤0.01%	2715
2025 Q2	$11.2K	Buy	292 +122	+72%	+$4.12K	﹤0.01%	2736
2025 Q1	$5.18K	Buy	170 +13	+8%	+$468	﹤0.01%	2476
2024 Q4	$5.92K	Buy	157 +143	+1,021%	+$5.08K	﹤0.01%	2272
2024 Q3	$491	Hold	14	–	–	﹤0.01%	2882
2024 Q2	$511	Buy	+14	New	+$483	﹤0.01%	2891
2022 Q1	–	Sell	-285	Closed	-$5K	–	1857
2021 Q4	$5K	Buy	+285	New	+$5.03K	﹤0.01%	1284

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

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

EverSource Wealth Advisors reduced its Vital Farms (VITL) stake by 9.7% in Q2 2026, selling an estimated $780 and leaving 649 shares worth $7.55K. The position accounts for ﹤0.01% of the portfolio, ranked #3069.

EverSource Wealth Advisors first reported a position in VITL in Q4 2021 and has held it in 10 quarters since. The position peaked at $14.3K in Q4 2025. 226 funds tracked by Wall St. Rank hold VITL as of Q2 2026.

EverSource Wealth Advisors held 649 shares of Vital Farms worth $7.55K as of Q2 2026.
EverSource Wealth Advisors sold 70 Vital Farms shares in Q2 2026, an estimated $780.
Vital Farms made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3069 holding.
EverSource Wealth Advisors first reported a position in Vital Farms in Q4 2021 and has held it in 10 quarters since.
EverSource Wealth Advisors's Vital Farms position peaked at $14.3K in Q4 2025.
226 funds tracked by Wall St. Rank held Vital Farms as of Q2 2026.

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