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Pinnacle Wealth Planning Services’s Vital Farms VITL Stock Holding History

Pinnacle Wealth Planning Services’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 		$30.9K Buy
2,653
+418
+19% +$4.66K ﹤0.01% 1569
2026
Q1 		$31.6K Buy
2,235
+1,226
+122% +$29K ﹤0.01% 1458
2025
Q4 		$32.2K Buy
+1,009
New +$35.5K ﹤0.01% 1474

Other funds holding VITL

BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
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
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Pinnacle Wealth Planning Services's VITL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Vital Farms (VITL) stake by 19% in Q2 2026, buying an estimated $4.66K and bringing the position to 2,653 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

Pinnacle Wealth Planning Services first reported a position in VITL in Q4 2025 and has held it in 3 quarters since. The position peaked at $32.2K in Q4 2025. 227 funds tracked by Wall St. Rank hold VITL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,653 shares of Vital Farms worth $30.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 418 Vital Farms shares in Q2 2026, an estimated $4.66K.
  • Vital Farms made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1569 holding.
  • Pinnacle Wealth Planning Services first reported a position in Vital Farms in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Vital Farms position peaked at $32.2K in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Vital Farms as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.