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Vitamin Cottage Natural Grocers

155 hedge funds and large institutions have $225M invested in Vitamin Cottage Natural Grocers in 2026 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 47 increasing their positions, 43 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 26

8% more funds holding

Funds holding: 144155 (+11)

9% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 43

3% more capital invested

Capital invested by funds: $219M → $225M (+$5.78M)

0.2% less ownership

Funds ownership: 37.97%37.76% (-0.2%)

Holders
155
Holders Change
+11
Holders Change %
+7.64%
% of All Funds
1.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
47
Reduced
43
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
126
Quadrant Capital Group
Ohio
$2.97K +$2.97K +115 New
AssetMark Inc
127
AssetMark Inc
California
$2.92K -$1.42K -55 -33%
FFA
128
Farther Finance Advisors
California
$2.46K +$568 +22 +30%
Jones Financial Companies
129
Jones Financial Companies
Missouri
$2.29K -$310 -12 -12%
SCM
130
Sterling Capital Management
North Carolina
$2.15K -$129 -5 -6%
DWM
131
Dogwood Wealth Management
Kansas
$1.58K
Federated Hermes
132
Federated Hermes
Pennsylvania
$1.47K +$930 +36 +171%
HIA
133
Harbor Investment Advisory
Maryland
$1.29K
PFBT
134
Parkside Financial Bank & Trust
Missouri
$1.29K +$1.29K +50 New
EWA
135
EverSource Wealth Advisors
Alabama
$1.22K +$1.21K +47 New
RFP
136
Root Financial Partners
California
$1.09K +$1.08K +42 New
BWA
137
Basecamp Wealth Advisors
Washington
$1.03K +$1.03K +40 New
RIL
138
Rothschild Investment LLC
Illinois
$853 -$181 -7 -18%
EP
139
Essential Partners
California
$801 +$801 +31 New
S
140
SignatureFD
Georgia
$724 +$594 +23 +460%
BWL
141
Bogart Wealth LLC
Virginia
$517
LSA
142
Leonteq Securities AG
Switzerland
$517
SEP
143
Signature Equity Partners
Ohio
$517
CIAM
144
Caitong International Asset Management
Hong Kong
$517 +$439 +17 +567%
QT
145
Quantbot Technologies
New York
$491 +$491 +19 New
SIC
146
SJS Investment Consulting
Ohio
$466 +$465 +18 New
IA
147
IFP Advisors
Florida
$414 +$103 +4 +33%
AT
148
Arlington Trust
Alabama
$388 +$387 +15 New
WPA
149
Wealth Preservation Advisors
Tennessee
$310 +$310 +12 New
JWM
150
JPL Wealth Management
Colorado
$259 +$258 +10 New

NGVC Hedge Fund Activity: Q1 2026 in Review

155 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Vitamin Cottage Natural Grocers (NGVC) for Q1 2026, worth a combined $225M — up 2.6% from $219M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NGVC positions and 26 closed out — a net gain of 14 holders — while 47 added to existing stakes and 43 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.2M. The largest seller was Millennium Management, cutting an estimated $5.38M.

  • 155 institutional investors held Vitamin Cottage Natural Grocers (NGVC) as of Q1 2026, up from 144 in Q4 2025.
  • Funds reported $225M of Vitamin Cottage Natural Grocers stock for Q1 2026, up 2.6% quarter-over-quarter.
  • 40 funds opened new Vitamin Cottage Natural Grocers positions in Q1 2026 and 26 closed out, a net change of +14 holders.
  • The largest Vitamin Cottage Natural Grocers buyer in Q1 2026 was Morgan Stanley, an estimated $10.2M added.
  • The largest Vitamin Cottage Natural Grocers seller in Q1 2026 was Millennium Management, an estimated $5.38M sold.

Based on aggregated 13F filings for Q1 2026.