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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
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

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 $742M AUM 14.57% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Beacon Pointe Advisors's VEGN Position: Q1 2026 in Review

Beacon Pointe Advisors held its US Vegan Climate ETF (VEGN) position steady in Q1 2026 at 4,550 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1620.

Beacon Pointe Advisors first reported a position in VEGN in Q4 2024 and has held it in 6 quarters since. The position peaked at $277K in Q4 2025. 34 funds tracked by Wall St. Rank hold VEGN as of Q1 2026.

  • Beacon Pointe Advisors held 4,550 shares of US Vegan Climate ETF worth $257K as of Q1 2026.
  • Beacon Pointe Advisors left its US Vegan Climate ETF share count unchanged in Q1 2026.
  • US Vegan Climate ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1620 holding.
  • Beacon Pointe Advisors first reported a position in US Vegan Climate ETF in Q4 2024 and has held it in 6 quarters since.
  • Beacon Pointe Advisors's US Vegan Climate ETF position peaked at $277K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held US Vegan Climate ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.