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 Q2	$48.9K	Buy	595 +22	+4%	+$1.57K	0.01%	275
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 $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

Flagship Wealth Advisors's VEGN Position: Q2 2026 in Review

Flagship Wealth Advisors increased its US Vegan Climate ETF (VEGN) stake by 3.8% in Q2 2026, buying an estimated $1.57K and bringing the position to 595 shares worth $48.9K. The position accounts for 0.01% of the portfolio, ranked #275.

Flagship Wealth Advisors first reported a position in VEGN in Q4 2024 and has held it in 7 quarters since. 47 funds tracked by Wall St. Rank hold VEGN as of Q2 2026.

Flagship Wealth Advisors held 595 shares of US Vegan Climate ETF worth $48.9K as of Q2 2026.
Flagship Wealth Advisors bought 22 US Vegan Climate ETF shares in Q2 2026, an estimated $1.57K.
US Vegan Climate ETF made up 0.01% of Flagship Wealth Advisors's portfolio in Q2 2026, its #275 holding.
Flagship Wealth Advisors first reported a position in US Vegan Climate ETF in Q4 2024 and has held it in 7 quarters since.
47 funds tracked by Wall St. Rank held US Vegan Climate ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.