Allegheny Financial Group’s US Vegan Climate ETF VEGN Stock Holding History

Allegheny Financial Group’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	$315K	Buy	5,581 +9	+0.2%	+$540	0.04%	201
2025 Q4	$339K	Buy	5,572 +20	+0.4%	+$1.21K	0.05%	188
2025 Q3	$330K	Buy	5,552 +1	+0%	+$57	0.06%	185
2025 Q2	$311K	Sell	5,551 -9,837	-64%	-$504K	0.07%	183
2025 Q1	$765K	Buy	15,388 +1,173	+8%	+$62.4K	0.2%	101
2024 Q4	$764K	Buy	14,215 +31	+0.2%	+$1.66K	0.2%	96
2024 Q3	$733K	Sell	14,184 -184	-1%	-$9.06K	0.18%	109
2024 Q2	$695K	Buy	+14,368	New	+$662K	0.2%	100

Other funds holding VEGN

Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Allegheny Financial Group's VEGN Position: Q1 2026 in Review

Allegheny Financial Group increased its US Vegan Climate ETF (VEGN) stake by 0.16% in Q1 2026, buying an estimated $540 and bringing the position to 5,581 shares worth $315K. The position accounts for 0.04% of the portfolio, ranked #201.

Allegheny Financial Group first reported a position in VEGN in Q2 2024 and has held it in 8 quarters since. The position peaked at $765K in Q1 2025. 34 funds tracked by Wall St. Rank hold VEGN as of Q1 2026.

Allegheny Financial Group held 5,581 shares of US Vegan Climate ETF worth $315K as of Q1 2026.
Allegheny Financial Group bought 9 US Vegan Climate ETF shares in Q1 2026, an estimated $540.
US Vegan Climate ETF made up 0.04% of Allegheny Financial Group's portfolio in Q1 2026, its #201 holding.
Allegheny Financial Group first reported a position in US Vegan Climate ETF in Q2 2024 and has held it in 8 quarters since.
Allegheny Financial Group's US Vegan Climate ETF position peaked at $765K in Q1 2025.
34 funds tracked by Wall St. Rank held US Vegan Climate ETF as of Q1 2026.

Based on Allegheny Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.