DHJJ Financial Advisors’s US Vegan Climate ETF VEGN Stock Holding History

DHJJ Financial 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	$40.3K	Hold	714	–	–	0.01%	439
2025 Q4	$43.4K	Hold	714	–	–	0.01%	408
2025 Q3	$42.5K	Hold	714	–	–	0.01%	387
2025 Q2	$40K	Hold	714	–	–	0.01%	376
2025 Q1	$35.5K	Hold	714	–	–	0.01%	355
2024 Q4	$38.4K	Hold	714	–	–	0.02%	341
2024 Q3	$36.9K	Hold	714	–	–	0.01%	350
2024 Q2	$34.5K	Hold	714	–	–	0.01%	318
2024 Q1	$33.5K	Hold	714	–	–	0.01%	313
2023 Q4	$30.8K	Hold	714	–	–	0.01%	315
2023 Q3	$27.2K	Buy	+714	New	+$28K	0.01%	316

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

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

MMA

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

DHJJ Financial Advisors's VEGN Position: Q1 2026 in Review

DHJJ Financial Advisors held its US Vegan Climate ETF (VEGN) position steady in Q1 2026 at 714 shares worth $40.3K. The position accounts for 0.01% of the portfolio, ranked #439.

DHJJ Financial Advisors first reported a position in VEGN in Q3 2023 and has held it in 11 quarters since. The position peaked at $43.4K in Q4 2025. 34 funds tracked by Wall St. Rank hold VEGN as of Q1 2026.

DHJJ Financial Advisors held 714 shares of US Vegan Climate ETF worth $40.3K as of Q1 2026.
DHJJ Financial Advisors left its US Vegan Climate ETF share count unchanged in Q1 2026.
US Vegan Climate ETF made up 0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #439 holding.
DHJJ Financial Advisors first reported a position in US Vegan Climate ETF in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's US Vegan Climate ETF position peaked at $43.4K in Q4 2025.
34 funds tracked by Wall St. Rank held US Vegan Climate ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.