Wealth Enhancement Advisory Services
VITL icon

Wealth Enhancement Advisory Services’s Vital Farms VITL Stock Holding History

Wealth Enhancement Advisory 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
Q3 		– Sell
-12,028
Closed -$156K – 4448
2026
Q2 		$156K Buy
+12,028
New +$134K ﹤0.01% 3684
2025
Q4 		– Sell
-7,843
Closed -$344K – 3808
2025
Q3 		$344K Buy
7,843
+67
+0.9% +$2.91K ﹤0.01% 2663
2025
Q2 		$303K Buy
+7,776
New +$262K ﹤0.01% 2636

Other funds holding VITL

GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Wealth Enhancement Advisory Services's VITL Position: Q3 2026 in Review

Wealth Enhancement Advisory Services sold out of Vital Farms (VITL) in Q3 2026, closing a stake of 12,028 shares — an estimated $156K sold.

Wealth Enhancement Advisory Services first reported a position in VITL in Q2 2025 and held it in 3 quarters. The position peaked at $344K in Q3 2025. 9 funds tracked by Wall St. Rank hold VITL as of Q3 2026.

  • Wealth Enhancement Advisory Services reported no remaining Vital Farms position as of Q3 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 12,028 Vital Farms shares in Q3 2026, an estimated $156K.
  • Wealth Enhancement Advisory Services first reported a position in Vital Farms in Q2 2025 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's Vital Farms position peaked at $344K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Vital Farms as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.