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 Q2	$17.2M	Buy	209,479 +10,214	+5%	+$728K	3.79%	4
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 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

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Natural Investments's VEGN Position: Q2 2026 in Review

Natural Investments increased its US Vegan Climate ETF (VEGN) stake by 5.1% in Q2 2026, buying an estimated $728K and bringing the position to 209,479 shares worth $17.2M. The position accounts for 3.79% of the portfolio, ranked #4.

Natural Investments first reported a position in VEGN in Q4 2024 and has held it in 6 quarters since. 47 funds tracked by Wall St. Rank hold VEGN as of Q2 2026.

Natural Investments held 209,479 shares of US Vegan Climate ETF worth $17.2M as of Q2 2026.
Natural Investments bought 10,214 US Vegan Climate ETF shares in Q2 2026, an estimated $728K.
US Vegan Climate ETF made up 3.79% of Natural Investments's portfolio in Q2 2026, its #4 holding.
Natural Investments first reported a position in US Vegan Climate ETF in Q4 2024 and has held it in 6 quarters since.
47 funds tracked by Wall St. Rank held US Vegan Climate ETF as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.