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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
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 $405M AUM 19.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return
CCT
Capital City Trust Tallahassee, Florida $437M AUM 23.86% 1-Year Est. Return
JAA
Joel Adams & Associates Asheville, North Carolina $135M AUM 10.83% 1-Year Est. Return
SFS
Sunrise Financial Services Burien, Washington $141M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

AE Wealth Management's VEGN Position: Q1 2026 in Review

AE Wealth Management held its US Vegan Climate ETF (VEGN) position steady in Q1 2026 at 50 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #2448.

AE Wealth Management first reported a position in VEGN in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.04K in Q4 2025. 34 funds tracked by Wall St. Rank hold VEGN as of Q1 2026.

  • AE Wealth Management held 50 shares of US Vegan Climate ETF worth $2.83K as of Q1 2026.
  • AE Wealth Management left its US Vegan Climate ETF share count unchanged in Q1 2026.
  • US Vegan Climate ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2448 holding.
  • AE Wealth Management first reported a position in US Vegan Climate ETF in Q4 2024 and has held it in 6 quarters since.
  • AE Wealth Management's US Vegan Climate ETF position peaked at $3.04K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held US Vegan Climate ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.