Rothschild Investment LLC’s Vital Farms VITL Stock Holding History

Rothschild Investment LLC’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	$13.1K	Sell	930 -527	-36%	-$12.5K	﹤0.01%	1587
2025 Q4	$46.5K	Sell	1,457 -353	-20%	-$12.4K	﹤0.01%	1043
2025 Q3	$74.5K	Sell	1,810 -30	-2%	-$1.3K	﹤0.01%	883
2025 Q2	$70.9K	Buy	1,840 +25	+1%	+$844	﹤0.01%	710
2025 Q1	$55.3K	Buy	1,815 +1	+0.1%	+$36	﹤0.01%	745
2024 Q4	$68.4K	Buy	1,814 +1,191	+191%	+$42.4K	﹤0.01%	723
2024 Q3	$21.8K	Buy	623 +598	+2,392%	+$21.1K	﹤0.01%	984
2024 Q2	$1.17K	Buy	25 +20	+400%	+$690	﹤0.01%	1582
2024 Q1	$116	Buy	+5	New	+$87	﹤0.01%	2132

Other funds holding VITL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rothschild Investment LLC's VITL Position: Q1 2026 in Review

Rothschild Investment LLC reduced its Vital Farms (VITL) stake by 36% in Q1 2026, selling an estimated $12.5K and leaving 930 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1587.

Rothschild Investment LLC first reported a position in VITL in Q1 2024 and has held it in 9 quarters since. The position peaked at $74.5K in Q3 2025. 265 funds tracked by Wall St. Rank hold VITL as of Q1 2026.

Rothschild Investment LLC held 930 shares of Vital Farms worth $13.1K as of Q1 2026.
Rothschild Investment LLC sold 527 Vital Farms shares in Q1 2026, an estimated $12.5K.
Vital Farms made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1587 holding.
Rothschild Investment LLC first reported a position in Vital Farms in Q1 2024 and has held it in 9 quarters since.
Rothschild Investment LLC's Vital Farms position peaked at $74.5K in Q3 2025.
265 funds tracked by Wall St. Rank held Vital Farms as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.