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United Financial Planning Group’s iShares MSCI Agriculture Producers ETF VEGI Stock Holding History

United Financial Planning Group’s Portfolio VEGI Stock Details VEGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.9K Buy
904
+7
+0.8% +$314 0.02% 115
2026
Q1 		$40.6K Hold
897
– – 0.02% 91
2025
Q4 		$34.6K Buy
+897
New +$35K 0.02% 110

Other funds holding VEGI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return
SPCM
Spruce Point Capital Management New York $57.8M AUM
P
Palladiem Bryn Mawr, Pennsylvania $103M AUM

United Financial Planning Group's VEGI Position: Q2 2026 in Review

United Financial Planning Group increased its iShares MSCI Agriculture Producers ETF (VEGI) stake by 0.78% in Q2 2026, buying an estimated $314 and bringing the position to 904 shares worth $39.9K. The position accounts for 0.02% of the portfolio, ranked #115.

United Financial Planning Group first reported a position in VEGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $40.6K in Q1 2026. 66 funds tracked by Wall St. Rank hold VEGI as of Q2 2026.

  • United Financial Planning Group held 904 shares of iShares MSCI Agriculture Producers ETF worth $39.9K as of Q2 2026.
  • United Financial Planning Group bought 7 iShares MSCI Agriculture Producers ETF shares in Q2 2026, an estimated $314.
  • iShares MSCI Agriculture Producers ETF made up 0.02% of United Financial Planning Group's portfolio in Q2 2026, its #115 holding.
  • United Financial Planning Group first reported a position in iShares MSCI Agriculture Producers ETF in Q4 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's iShares MSCI Agriculture Producers ETF position peaked at $40.6K in Q1 2026.
  • 66 funds tracked by Wall St. Rank held iShares MSCI Agriculture Producers ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.