Values First Advisors’s Vital Farms VITL Stock Holding History

Values First Advisors’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
2025 Q4	–	Sell	-5,071	Closed	-$209K	–	193
2025 Q3	$209K	Sell	5,071 -222	-4%	-$9.64K	0.11%	152
2025 Q2	$204K	Buy	+5,293	New	+$179K	0.11%	159
2025 Q1	–	Sell	-5,271	Closed	-$199K	–	231
2024 Q4	$199K	Buy	+5,271	New	+$187K	0.11%	166
2022 Q2	–	Sell	-39,391	Closed	-$487K	–	175
2022 Q1	$487K	Buy	39,391 +1,809	+5%	+$27.2K	0.31%	94
2021 Q4	$679K	Sell	37,582 -4,184	-10%	-$73.8K	0.4%	79
2021 Q3	$734K	Buy	41,766 +13,780	+49%	+$247K	0.48%	69
2021 Q2	$559K	Buy	27,986 +2,978	+12%	+$65.9K	0.38%	94
2021 Q1	$546K	Buy	25,008 +4,948	+25%	+$130K	0.4%	83
2020 Q4	$508K	Buy	+20,060	New	+$634K	0.4%	84

Other funds holding VITL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Values First Advisors's VITL Position: Q4 2025 in Review

Values First Advisors sold out of Vital Farms (VITL) in Q4 2025, closing a stake of 5,071 shares — an estimated $209K sold.

Values First Advisors first reported a position in VITL in Q4 2020 and held it in 9 quarters. The position peaked at $734K in Q3 2021. 295 funds tracked by Wall St. Rank hold VITL as of Q4 2025.

Values First Advisors reported no remaining Vital Farms position as of Q4 2025 after selling out during the quarter.
Values First Advisors sold 5,071 Vital Farms shares in Q4 2025, an estimated $209K.
Values First Advisors first reported a position in Vital Farms in Q4 2020 and held it in 9 quarters.
Values First Advisors's Vital Farms position peaked at $734K in Q3 2021.
295 funds tracked by Wall St. Rank held Vital Farms as of Q4 2025.

Based on Values First Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.