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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
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 $405M AUM 19.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
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
PI
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Kingswood Wealth Advisors increased its US Vegan Climate ETF (VEGN) stake by 3.6% in Q1 2026, buying an estimated $51K and bringing the position to 24,239 shares worth $1.37M. The position accounts for 0.07% of the portfolio, ranked #302.

Kingswood Wealth Advisors first reported a position in VEGN in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.42M in Q4 2025. 34 funds tracked by Wall St. Rank hold VEGN as of Q1 2026.

  • Kingswood Wealth Advisors held 24,239 shares of US Vegan Climate ETF worth $1.37M as of Q1 2026.
  • Kingswood Wealth Advisors bought 850 US Vegan Climate ETF shares in Q1 2026, an estimated $51K.
  • US Vegan Climate ETF made up 0.07% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #302 holding.
  • Kingswood Wealth Advisors first reported a position in US Vegan Climate ETF in Q2 2024 and has held it in 8 quarters since.
  • Kingswood Wealth Advisors's US Vegan Climate ETF position peaked at $1.42M in Q4 2025.
  • 34 funds tracked by Wall St. Rank held US Vegan Climate ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.