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Root Financial Partners’s Vital Farms VITL Stock Holding History

Root Financial Partners’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
Q1 		$762 Buy
54
+53
+5,300% +$1.25K ﹤0.01% 2705
2025
Q4 		$32 Buy
+1
New +$35 ﹤0.01% 2403

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WA
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Millennium Management
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Goldman Sachs
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Two Sigma Investments
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Root Financial Partners's VITL Position: Q1 2026 in Review

Root Financial Partners increased its Vital Farms (VITL) stake by 5,300% in Q1 2026, buying an estimated $1.25K and bringing the position to 54 shares worth $762. The position accounts for ﹤0.01% of the portfolio, ranked #2705.

Root Financial Partners first reported a position in VITL in Q4 2025 and has held it in 2 quarters since. 265 funds tracked by Wall St. Rank hold VITL as of Q1 2026.

  • Root Financial Partners held 54 shares of Vital Farms worth $762 as of Q1 2026.
  • Root Financial Partners bought 53 Vital Farms shares in Q1 2026, an estimated $1.25K.
  • Vital Farms made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2705 holding.
  • Root Financial Partners first reported a position in Vital Farms in Q4 2025 and has held it in 2 quarters since.
  • 265 funds tracked by Wall St. Rank held Vital Farms as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.