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Wealthspire Advisors (New York)’s US Vegan Climate ETF VEGN Stock Holding History

Wealthspire Advisors (New York)’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
-347
Closed -$20.6K – 2825
2025
Q3 		$20.6K Buy
+347
New +$19.8K ﹤0.01% 1673

Other funds holding VEGN

NI
Natural Investments Windsor, California $455M AUM 27.07% 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 $52B AUM 24.53% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 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 $156M AUM 15.16% 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

Wealthspire Advisors (New York)'s VEGN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of US Vegan Climate ETF (VEGN) in Q4 2025, closing a stake of 347 shares — an estimated $20.6K sold.

Wealthspire Advisors (New York) first reported a position in VEGN in Q3 2025 and held it in 1 quarter. The position peaked at $20.6K in Q3 2025. 36 funds tracked by Wall St. Rank hold VEGN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining US Vegan Climate ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 347 US Vegan Climate ETF shares in Q4 2025, an estimated $20.6K.
  • Wealthspire Advisors (New York) first reported a position in US Vegan Climate ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s US Vegan Climate ETF position peaked at $20.6K in Q3 2025.
  • 36 funds tracked by Wall St. Rank held US Vegan Climate ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.