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Principal Securities’s US Vegan Climate ETF VEGN Stock Holding History

Principal Securities’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
Q4 		– Sell
-224
Closed -$13.3K – 3423
2025
Q3 		$13.3K Buy
+224
New +$12.8K ﹤0.01% 2603

Other funds holding VEGN

NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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

Principal Securities's VEGN Position: Q4 2025 in Review

Principal Securities sold out of US Vegan Climate ETF (VEGN) in Q4 2025, closing a stake of 224 shares — an estimated $13.3K sold.

Principal Securities first reported a position in VEGN in Q3 2025 and held it in 1 quarter. The position peaked at $13.3K in Q3 2025. 36 funds tracked by Wall St. Rank hold VEGN as of Q4 2025.

  • Principal Securities reported no remaining US Vegan Climate ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 224 US Vegan Climate ETF shares in Q4 2025, an estimated $13.3K.
  • Principal Securities first reported a position in US Vegan Climate ETF in Q3 2025 and held it in 1 quarter.
  • Principal Securities's US Vegan Climate ETF position peaked at $13.3K in Q3 2025.
  • 36 funds tracked by Wall St. Rank held US Vegan Climate ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.