Flagship Wealth Advisors’s US Vegan Climate ETF VEGN Stock Holding History

Flagship Wealth 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	$32.1K	Hold	573	–	–	0.01%	222
2025 Q4	$34.8K	Hold	573	–	–	0.01%	250
2025 Q3	$34.1K	Hold	573	–	–	0.01%	250
2025 Q2	$32.1K	Hold	573	–	–	0.01%	237
2025 Q1	$28.5K	Hold	573	–	–	0.01%	238
2024 Q4	$30.8K	Buy	+573	New	+$30.7K	0.02%	221

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 $742M AUM 14.57% 1-Year Est. Return

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

Flagship Wealth Advisors's VEGN Position: Q1 2026 in Review

Flagship Wealth Advisors held its US Vegan Climate ETF (VEGN) position steady in Q1 2026 at 573 shares worth $32.1K. The position accounts for 0.01% of the portfolio, ranked #222.

Flagship Wealth Advisors first reported a position in VEGN in Q4 2024 and has held it in 6 quarters since. The position peaked at $34.8K in Q4 2025. 34 funds tracked by Wall St. Rank hold VEGN as of Q1 2026.

Flagship Wealth Advisors held 573 shares of US Vegan Climate ETF worth $32.1K as of Q1 2026.
Flagship Wealth Advisors left its US Vegan Climate ETF share count unchanged in Q1 2026.
US Vegan Climate ETF made up 0.01% of Flagship Wealth Advisors's portfolio in Q1 2026, its #222 holding.
Flagship Wealth Advisors first reported a position in US Vegan Climate ETF in Q4 2024 and has held it in 6 quarters since.
Flagship Wealth Advisors's US Vegan Climate ETF position peaked at $34.8K in Q4 2025.
34 funds tracked by Wall St. Rank held US Vegan Climate ETF as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.