AWM
VEGN icon

AE Wealth Management’s US Vegan Climate ETF VEGN Stock Holding History

AE Wealth Management’s Portfolio VEGN Stock Details VEGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.11K Hold
50
– – ﹤0.01% 2494
2026
Q1 		$2.83K Hold
50
– – ﹤0.01% 2448
2025
Q4 		$3.04K Hold
50
– – ﹤0.01% 2295
2025
Q3 		$2.97K Hold
50
– – ﹤0.01% 2135
2025
Q2 		$2.8K Hold
50
– – ﹤0.01% 2025
2025
Q1 		$2.49K Hold
50
– – ﹤0.01% 2019
2024
Q4 		$2.69K Buy
+50
New +$2.68K ﹤0.01% 1980

Other funds holding VEGN

NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
CCT
Capital City Trust Tallahassee, Florida $482M AUM 21.95% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.31B AUM 35.17% 1-Year Est. Return
SFS
Sunrise Financial Services Burien, Washington $168M AUM
JAA
Joel Adams & Associates Asheville, North Carolina $156M AUM 15.16% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

AE Wealth Management's VEGN Position: Q2 2026 in Review

AE Wealth Management held its US Vegan Climate ETF (VEGN) position steady in Q2 2026 at 50 shares worth $4.11K. The position accounts for ﹤0.01% of the portfolio, ranked #2494.

AE Wealth Management first reported a position in VEGN in Q4 2024 and has held it in 7 quarters since. 47 funds tracked by Wall St. Rank hold VEGN as of Q2 2026.

  • AE Wealth Management held 50 shares of US Vegan Climate ETF worth $4.11K as of Q2 2026.
  • AE Wealth Management left its US Vegan Climate ETF share count unchanged in Q2 2026.
  • US Vegan Climate ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2494 holding.
  • AE Wealth Management first reported a position in US Vegan Climate ETF in Q4 2024 and has held it in 7 quarters since.
  • 47 funds tracked by Wall St. Rank held US Vegan Climate ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.