SageView Advisory Group’s Vital Farms VITL Stock Holding History

SageView Advisory Group’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	–	Sell	-3	Closed	-$96	–	2367
2025 Q4	$96	Buy	+3	New	+$106	﹤0.01%	2543

Other funds holding VITL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SageView Advisory Group's VITL Position: Q1 2026 in Review

SageView Advisory Group sold out of Vital Farms (VITL) in Q1 2026, closing a stake of 3 shares — an estimated $96 sold.

SageView Advisory Group first reported a position in VITL in Q4 2025 and held it in 1 quarter. The position peaked at $96 in Q4 2025. 267 funds tracked by Wall St. Rank hold VITL as of Q1 2026.

SageView Advisory Group reported no remaining Vital Farms position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 3 Vital Farms shares in Q1 2026, an estimated $96.
SageView Advisory Group first reported a position in Vital Farms in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Vital Farms position peaked at $96 in Q4 2025.
267 funds tracked by Wall St. Rank held Vital Farms as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.