Farther Finance Advisors’s Vail Resorts MTN Stock Holding History

Farther Finance Advisors’s Portfolio MTN Stock Details MTN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$99.9K	Buy	779 +382	+96%	+$52.1K	﹤0.01%	2508
2025 Q4	$52.7K	Buy	397 +156	+65%	+$23K	﹤0.01%	2782
2025 Q3	$36.1K	Buy	241 +47	+24%	+$7.29K	﹤0.01%	2643
2025 Q2	$30.5K	Buy	194 +169	+676%	+$25.1K	﹤0.01%	2409
2025 Q1	$4.01K	Buy	25 +15	+150%	+$2.49K	﹤0.01%	3154
2024 Q4	$1.94K	Sell	10 -21	-68%	-$3.76K	﹤0.01%	3009
2024 Q3	$5.45K	Sell	31 -899	-97%	-$161K	﹤0.01%	2606
2024 Q2	$163K	Buy	930 +922	+11,525%	+$183K	0.01%	925
2024 Q1	$1.8K	Sell	8 -6	-43%	-$1.33K	﹤0.01%	2528
2023 Q4	$3K	Buy	14 +8	+133%	+$1.75K	﹤0.01%	2242
2023 Q3	$1.33K	Buy	+6	New	+$1.42K	﹤0.01%	1997
2023 Q2	–	Hold	0	–	–	–	2545

Other funds holding MTN

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Oasis Management Company Grand Cayman, Cayman Islands $846M AUM 32.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return