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Natural Investments’s US Vegan Climate ETF VEGN Stock Holding History

Natural Investments’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 		$11.3M Buy
199,265
+37,236
+23% +$2.23M 2.78% 6
2025
Q4 		$9.85M Buy
+162,029
New +$9.78M 2.45% 7
2025
Q3 		– Sell
-130,899
Closed -$7.33M – 291
2025
Q2 		$7.33M Buy
130,899
+21,332
+19% +$1.09M 1.9% 8
2025
Q1 		$5.45M Buy
109,567
+94,212
+614% +$5.01M 1.54% 12
2024
Q4 		$825K Buy
+15,355
New +$823K 0.23% 104

Other funds holding VEGN

Wealthfront Advisers
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
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

Natural Investments's VEGN Position: Q1 2026 in Review

Natural Investments increased its US Vegan Climate ETF (VEGN) stake by 23% in Q1 2026, buying an estimated $2.23M and bringing the position to 199,265 shares worth $11.3M. The position accounts for 2.78% of the portfolio, ranked #6.

Natural Investments first reported a position in VEGN in Q4 2024 and has held it in 5 quarters since. 34 funds tracked by Wall St. Rank hold VEGN as of Q1 2026.

  • Natural Investments held 199,265 shares of US Vegan Climate ETF worth $11.3M as of Q1 2026.
  • Natural Investments bought 37,236 US Vegan Climate ETF shares in Q1 2026, an estimated $2.23M.
  • US Vegan Climate ETF made up 2.78% of Natural Investments's portfolio in Q1 2026, its #6 holding.
  • Natural Investments first reported a position in US Vegan Climate ETF in Q4 2024 and has held it in 5 quarters since.
  • 34 funds tracked by Wall St. Rank held US Vegan Climate ETF as of Q1 2026.

Based on Natural Investments's 13F filing for Q1 2026, filed 1 May 2026.