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Sunrise Financial Services’s US Vegan Climate ETF VEGN Stock Holding History

Sunrise Financial Services’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 		$852K Buy
10,357
+1,108
+12% +$79K 0.51% 28
2026
Q1 		$523K Buy
+9,249
New +$555K 0.37% 35

Other funds holding VEGN

NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
Wealthfront Advisers
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
GH
GAM Holding Zurich, Switzerland $1.31B AUM 35.17% 1-Year Est. Return
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
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
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Sunrise Financial Services's VEGN Position: Q2 2026 in Review

Sunrise Financial Services increased its US Vegan Climate ETF (VEGN) stake by 12% in Q2 2026, buying an estimated $79K and bringing the position to 10,357 shares worth $852K. The position accounts for 0.51% of the portfolio, ranked #28.

Sunrise Financial Services first reported a position in VEGN in Q1 2026 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold VEGN as of Q2 2026.

  • Sunrise Financial Services held 10,357 shares of US Vegan Climate ETF worth $852K as of Q2 2026.
  • Sunrise Financial Services bought 1,108 US Vegan Climate ETF shares in Q2 2026, an estimated $79K.
  • US Vegan Climate ETF made up 0.51% of Sunrise Financial Services's portfolio in Q2 2026, its #28 holding.
  • Sunrise Financial Services first reported a position in US Vegan Climate ETF in Q1 2026 and has held it in 2 quarters since.
  • 47 funds tracked by Wall St. Rank held US Vegan Climate ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.