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Rossby Financial’s US Vegan Climate ETF VEGN Stock Holding History

Rossby Financial’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 		$18.4K Hold
322
– – ﹤0.01% 1034
2025
Q4 		$19.6K Hold
322
– – 0.01% 732
2025
Q3 		$19.2K Hold
322
– – 0.01% 729
2025
Q2 		$18K Hold
322
– – 0.01% 670
2025
Q1 		$15.8K Buy
+322
New +$17.1K 0.01% 655

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
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

Rossby Financial's VEGN Position: Q1 2026 in Review

Rossby Financial held its US Vegan Climate ETF (VEGN) position steady in Q1 2026 at 322 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

Rossby Financial first reported a position in VEGN in Q1 2025 and has held it in 5 quarters since. The position peaked at $19.6K in Q4 2025. 34 funds tracked by Wall St. Rank hold VEGN as of Q1 2026.

  • Rossby Financial held 322 shares of US Vegan Climate ETF worth $18.4K as of Q1 2026.
  • Rossby Financial left its US Vegan Climate ETF share count unchanged in Q1 2026.
  • US Vegan Climate ETF made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1034 holding.
  • Rossby Financial first reported a position in US Vegan Climate ETF in Q1 2025 and has held it in 5 quarters since.
  • Rossby Financial's US Vegan Climate ETF position peaked at $19.6K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held US Vegan Climate ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.