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

Kingswood 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 		$1.92M Sell
23,314
-925
-4% -$66K 0.08% 268
2026
Q1 		$1.37M Buy
24,239
+850
+4% +$51K 0.07% 302
2025
Q4 		$1.42M Buy
23,389
+285
+1% +$17.2K 0.07% 282
2025
Q3 		$1.37M Buy
23,104
+2,680
+13% +$153K 0.08% 250
2025
Q2 		$1.14M Buy
20,424
+3,400
+20% +$174K 0.09% 237
2025
Q1 		$846K Sell
17,024
-3,530
-17% -$188K 0.08% 284
2024
Q4 		$1.1M Buy
20,554
+225
+1% +$12.1K 0.08% 246
2024
Q3 		$1.05M Buy
20,329
+3,750
+23% +$185K 0.07% 281
2024
Q2 		$802K Buy
+16,579
New +$764K 0.07% 277

Other funds holding VEGN

NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
CCT
Capital City Trust Tallahassee, Florida $482M AUM 21.95% 1-Year Est. Return
GH
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
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
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

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

Kingswood Wealth Advisors reduced its US Vegan Climate ETF (VEGN) stake by 3.8% in Q2 2026, selling an estimated $66K and leaving 23,314 shares worth $1.92M. The position accounts for 0.08% of the portfolio, ranked #268.

Kingswood Wealth Advisors first reported a position in VEGN in Q2 2024 and has held it in 9 quarters since. 47 funds tracked by Wall St. Rank hold VEGN as of Q2 2026.

  • Kingswood Wealth Advisors held 23,314 shares of US Vegan Climate ETF worth $1.92M as of Q2 2026.
  • Kingswood Wealth Advisors sold 925 US Vegan Climate ETF shares in Q2 2026, an estimated $66K.
  • US Vegan Climate ETF made up 0.08% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #268 holding.
  • Kingswood Wealth Advisors first reported a position in US Vegan Climate ETF in Q2 2024 and has held it in 9 quarters since.
  • 47 funds tracked by Wall St. Rank held US Vegan Climate ETF as of Q2 2026.

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