Beacon Pointe Advisors
VEGN icon

Beacon Pointe Advisors’s US Vegan Climate ETF VEGN Stock Holding History

Beacon Pointe Advisors’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 		$374K Hold
4,550
– – ﹤0.01% 1481
2026
Q1 		$257K Hold
4,550
– – ﹤0.01% 1620
2025
Q4 		$277K Hold
4,550
– – ﹤0.01% 1303
2025
Q3 		$271K Hold
4,550
– – ﹤0.01% 1220
2025
Q2 		$255K Hold
4,550
– – ﹤0.01% 1107
2025
Q1 		$226K Hold
4,550
– – ﹤0.01% 1116
2024
Q4 		$245K Buy
+4,550
New +$244K ﹤0.01% 1082

Other funds holding VEGN

Natural Investments
Natural Investments Windsor, California $471M AUM 21.91% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Capital City Trust
Capital City Trust Tallahassee, Florida $484M AUM 16.43% 1-Year Est. Return
GAM Holding
GAM Holding Zurich, Switzerland $1.2B AUM 28.08% 1-Year Est. Return
Sunrise Financial Services
Sunrise Financial Services Burien, Washington $180M AUM 18.87% 1-Year Est. Return
Joel Adams & Associates
Joel Adams & Associates Asheville, North Carolina $158M AUM 8.2% 1-Year Est. Return
Miracle Mile Advisors
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
Allegheny Financial Group
Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return

Beacon Pointe Advisors's VEGN Position: Q2 2026 in Review

Beacon Pointe Advisors held its US Vegan Climate ETF (VEGN) position steady in Q2 2026 at 4,550 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

Beacon Pointe Advisors first reported a position in VEGN in Q4 2024 and has held it in 7 quarters since. 48 funds tracked by Wall St. Rank hold VEGN as of Q2 2026.

  • Beacon Pointe Advisors held 4,550 shares of US Vegan Climate ETF worth $374K as of Q2 2026.
  • Beacon Pointe Advisors left its US Vegan Climate ETF share count unchanged in Q2 2026.
  • US Vegan Climate ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1481 holding.
  • Beacon Pointe Advisors first reported a position in US Vegan Climate ETF in Q4 2024 and has held it in 7 quarters since.
  • 48 funds tracked by Wall St. Rank held US Vegan Climate ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.