Capital Analysts LLC’s US Vegan Climate ETF VEGN Stock Holding History

Capital Analysts LLC’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	$48K	Hold	584	–	–	﹤0.01%	1007
2026 Q1	$33K	Hold	584	–	–	﹤0.01%	1022
2025 Q4	$36K	Hold	584	–	–	﹤0.01%	989
2025 Q3	$35K	Sell	584 -1,210	-67%	-$69.2K	﹤0.01%	954
2025 Q2	$101K	Hold	1,794	–	–	﹤0.01%	668
2025 Q1	$89K	Buy	1,794 +1,350	+304%	+$71.8K	﹤0.01%	665
2024 Q4	$24K	Hold	444	–	–	﹤0.01%	904
2024 Q3	$23K	Hold	444	–	–	﹤0.01%	883
2024 Q2	$21K	Hold	444	–	–	﹤0.01%	854
2024 Q1	$21K	Hold	444	–	–	﹤0.01%	815
2023 Q4	$19K	Hold	444	–	–	﹤0.01%	818
2023 Q3	$17K	Buy	+444	New	+$17.4K	﹤0.01%	803

Other funds holding VEGN

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

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

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 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

Capital Analysts LLC's VEGN Position: Q2 2026 in Review

Capital Analysts LLC held its US Vegan Climate ETF (VEGN) position steady in Q2 2026 at 584 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Capital Analysts LLC first reported a position in VEGN in Q3 2023 and has held it in 12 quarters since. The position peaked at $101K in Q2 2025. 47 funds tracked by Wall St. Rank hold VEGN as of Q2 2026.

Capital Analysts LLC held 584 shares of US Vegan Climate ETF worth $48K as of Q2 2026.
Capital Analysts LLC left its US Vegan Climate ETF share count unchanged in Q2 2026.
US Vegan Climate ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1007 holding.
Capital Analysts LLC first reported a position in US Vegan Climate ETF in Q3 2023 and has held it in 12 quarters since.
Capital Analysts LLC's US Vegan Climate ETF position peaked at $101K in Q2 2025.
47 funds tracked by Wall St. Rank held US Vegan Climate ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.