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Allworth Financial’s US Vegan Climate ETF VEGN Stock Holding History

Allworth Financial’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 		$9.95K Hold
121
– – ﹤0.01% 3715
2026
Q1 		$6.84K Hold
121
– – ﹤0.01% 3761
2025
Q4 		$7.36K Hold
121
– – ﹤0.01% 3474
2025
Q3 		$7.2K Hold
121
– – ﹤0.01% 3339
2025
Q2 		$6.78K Hold
121
– – ﹤0.01% 3098
2025
Q1 		$5.88K Hold
121
– – ﹤0.01% 2669
2024
Q4 		$6.75K Hold
121
– – ﹤0.01% 2619
2024
Q3 		$6.25K Hold
121
– – ﹤0.01% 2471
2024
Q2 		$5.92K Hold
121
– – ﹤0.01% 2442
2024
Q1 		$5.67K Sell
121
-100
-45% -$4.5K ﹤0.01% 2358
2023
Q4 		$9.53K Buy
221
+100
+83% +$3.98K ﹤0.01% 1998
2023
Q3 		$4.61K Hold
121
– – ﹤0.01% 2147
2023
Q2 		$4.69K Hold
121
– – ﹤0.01% 2129
2023
Q1 		$4.23K Hold
121
– – ﹤0.01% 2102
2022
Q4 		$3.8K Hold
121
– – ﹤0.01% 2011
2022
Q3 		$4K Hold
121
– – ﹤0.01% 1980
2022
Q2 		$4K Hold
121
– – ﹤0.01% 1850
2022
Q1 		$5K Hold
121
– – ﹤0.01% 1647
2021
Q4 		$5K Buy
+121
New +$5.12K ﹤0.01% 1573

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

Allworth Financial's VEGN Position: Q2 2026 in Review

Allworth Financial held its US Vegan Climate ETF (VEGN) position steady in Q2 2026 at 121 shares worth $9.95K. The position accounts for ﹤0.01% of the portfolio, ranked #3715.

Allworth Financial first reported a position in VEGN in Q4 2021 and has held it in 19 quarters since. 47 funds tracked by Wall St. Rank hold VEGN as of Q2 2026.

  • Allworth Financial held 121 shares of US Vegan Climate ETF worth $9.95K as of Q2 2026.
  • Allworth Financial left its US Vegan Climate ETF share count unchanged in Q2 2026.
  • US Vegan Climate ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3715 holding.
  • Allworth Financial first reported a position in US Vegan Climate ETF in Q4 2021 and has held it in 19 quarters since.
  • 47 funds tracked by Wall St. Rank held US Vegan Climate ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.