Action Point Financial Planning’s iShares MSCI Agriculture Producers ETF VEGI Stock Holding History

Action Point Financial Planning’s Portfolio VEGI Stock Details VEGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.88K	Buy	+226	New	+$10.1K	﹤0.01%	1464

Other funds holding VEGI

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

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return

SPCM

Spruce Point Capital Management New York $57.8M AUM

Palladiem Bryn Mawr, Pennsylvania $103M AUM

Action Point Financial Planning's VEGI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares MSCI Agriculture Producers ETF (VEGI) in Q2 2026: 226 shares worth $9.88K. The stake represents ﹤0.01% of the portfolio and ranks #1464 among its holdings.

66 funds tracked by Wall St. Rank hold VEGI as of Q2 2026.

Action Point Financial Planning held 226 shares of iShares MSCI Agriculture Producers ETF worth $9.88K as of Q2 2026.
iShares MSCI Agriculture Producers ETF was a new Action Point Financial Planning position in Q2 2026.
iShares MSCI Agriculture Producers ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1464 holding.
66 funds tracked by Wall St. Rank held iShares MSCI Agriculture Producers ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.