IFP Advisors
NGVC icon

IFP Advisors’s Vitamin Cottage Natural Grocers NGVC Stock Holding History

IFP 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
Q3 		$2.1K Sell
69
-38
-36% -$1.14K ﹤0.01% 4210
2026
Q2 		$3.32K Buy
107
+91
+569% +$2.62K ﹤0.01% 4007
2026
Q1 		$414 Buy
16
+4
+33% +$103 ﹤0.01% 4462
2025
Q4 		$301 Buy
12
+8
+200% +$256 ﹤0.01% 4407
2025
Q3 		$160 Sell
4
-40
-91% -$1.54K ﹤0.01% 4442
2025
Q2 		$1.73K Buy
+44
New +$2.04K ﹤0.01% 3963
2025
Q1 		– Hold
0
– – – 4062
2024
Q4 		– Hold
0
– – – 4319
2023
Q3 		– Sell
-115
Closed -$1.41K – 3470
2023
Q2 		$1.41K Hold
115
– – ﹤0.01% 2987
2023
Q1 		$1.29K Hold
115
– – ﹤0.01% 3030
2022
Q4 		$1K Hold
115
– – ﹤0.01% 4413
2022
Q3 		$1K Hold
115
– – ﹤0.01% 4618
2022
Q2 		$1K Hold
115
– – ﹤0.01% 4394
2022
Q1 		$1K Hold
115
– – ﹤0.01% 4393
2021
Q4 		$2K Hold
115
– – ﹤0.01% 2819
2021
Q3 		$1K Hold
115
– – ﹤0.01% 3072
2021
Q2 		$1K Hold
115
– – ﹤0.01% 2920
2021
Q1 		$2K Hold
115
– – ﹤0.01% 2693
2020
Q4 		$2K Hold
115
– – ﹤0.01% 2638
2020
Q3 		$1K Hold
115
– – ﹤0.01% 2674
2020
Q2 		$2K Hold
115
– – ﹤0.01% 2407
2020
Q1 		$1K Hold
115
– – ﹤0.01% 2571
2019
Q4 		$1K Buy
+115
New +$1.06K ﹤0.01% 2692
2017
Q4 		– Sell
-100
Closed -$1K – 4004
2017
Q3 		$1K Hold
100
– – ﹤0.01% 3928
2017
Q2 		$1K Hold
100
– – ﹤0.01% 3913
2017
Q1 		$1K Hold
100
– – ﹤0.01% 3829
2016
Q4 		$1K Hold
100
– – ﹤0.01% 3811
2016
Q3 		$1K Hold
100
– – ﹤0.01% 3751
2016
Q2 		$1K Buy
+100
New +$1.48K ﹤0.01% 3653
2016
Q1 		– Sell
-100
Closed -$2K – 3038
2015
Q4 		$2K Buy
+100
New +$2.22K ﹤0.01% 3350

Other funds holding NGVC

GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

IFP Advisors's NGVC Position: Q3 2026 in Review

IFP Advisors reduced its Vitamin Cottage Natural Grocers (NGVC) stake by 36% in Q3 2026, selling an estimated $1.14K and leaving 69 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4210.

IFP Advisors first reported a position in NGVC in Q4 2015 and has held it in 28 quarters since. The position peaked at $3.32K in Q2 2026. 14 funds tracked by Wall St. Rank hold NGVC as of Q3 2026.

  • IFP Advisors held 69 shares of Vitamin Cottage Natural Grocers worth $2.1K as of Q3 2026.
  • IFP Advisors sold 38 Vitamin Cottage Natural Grocers shares in Q3 2026, an estimated $1.14K.
  • Vitamin Cottage Natural Grocers made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4210 holding.
  • IFP Advisors first reported a position in Vitamin Cottage Natural Grocers in Q4 2015 and has held it in 28 quarters since.
  • IFP Advisors's Vitamin Cottage Natural Grocers position peaked at $3.32K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Vitamin Cottage Natural Grocers as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.