Mariner
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Mariner’s US Vegan Climate ETF VEGN Stock Holding History

Mariner’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
2025
Q1 		– Sell
-5,484
Closed -$295K – 3596
2024
Q4 		$295K Hold
5,484
– – ﹤0.01% 2638
2024
Q3 		$283K Buy
5,484
+400
+8% +$19.7K ﹤0.01% 2619
2024
Q2 		$246K Hold
5,084
– – ﹤0.01% 2611
2024
Q1 		$238K Buy
5,084
+185
+4% +$8.32K ﹤0.01% 2625
2023
Q4 		$211K Buy
+4,899
New +$195K ﹤0.01% 2648

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
JAA
Joel Adams & Associates Asheville, North Carolina $135M AUM 10.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Mariner's VEGN Position: Q1 2025 in Review

Mariner sold out of US Vegan Climate ETF (VEGN) in Q1 2025, closing a stake of 5,484 shares — an estimated $295K sold.

Mariner first reported a position in VEGN in Q4 2023 and held it in 5 quarters. The position peaked at $295K in Q4 2024. 32 funds tracked by Wall St. Rank hold VEGN as of Q1 2025.

  • Mariner reported no remaining US Vegan Climate ETF position as of Q1 2025 after selling out during the quarter.
  • Mariner sold 5,484 US Vegan Climate ETF shares in Q1 2025, an estimated $295K.
  • Mariner first reported a position in US Vegan Climate ETF in Q4 2023 and held it in 5 quarters.
  • Mariner's US Vegan Climate ETF position peaked at $295K in Q4 2024.
  • 32 funds tracked by Wall St. Rank held US Vegan Climate ETF as of Q1 2025.

Based on Mariner's 13F filing for Q1 2025, filed 15 May 2025.