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US Vegan Climate ETF
VEGN

Overview Fund Activity

35 hedge funds and large institutions have $15.5M invested in US Vegan Climate ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
5
Increased
5
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NI
1
Natural Investments
California
$7.33M
2
KWA
2
Kingswood Wealth Advisors
California
$1.14M
3
HR
3
Howe & Rusling
New York
$190K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$53K
5
UBS Group
5
UBS Group
Switzerland
$23.7K

Top Sellers

1
Wolverine Trading
1
Wolverine Trading
Illinois
$0
2
AFG
2
Allegheny Financial Group
Pennsylvania
$311K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.34M
4
Bank of America
4
Bank of America
North Carolina
$137K
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
NI
1
Natural Investments
California
$7.33M +$1.2M +21,332 +19%
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.74M -$163K -2,916 -9%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.34M -$335K -5,968 -20%
KWA
4
Kingswood Wealth Advisors
California
$1.14M +$190K +3,400 +20%
JAA
5
Joel Adams & Associates
North Carolina
$588K -$39.2K -700 -6%
Morgan Stanley
6
Morgan Stanley
New York
$469K -$21.6K -386 -4%
CB
7
Cadence Bank
Mississippi
$395K – – –
AFG
8
Allegheny Financial Group
Pennsylvania
$311K -$551K -9,837 -64%
PI
9
PFG Investments
New York
$304K -$82.7K -1,476 -21%
Goldman Sachs
10
Goldman Sachs
New York
$267K – – –
BPA
11
Beacon Pointe Advisors
California
$255K – – –
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$219K -$124K -2,222 -36%
HR
13
Howe & Rusling
New York
$190K +$190K +3,397 New
GC
14
Garde Capital
Washington
$142K – – –
Bank of America
15
Bank of America
North Carolina
$137K -$207K -3,702 -60%
CAL
16
Capital Analysts LLC
Pennsylvania
$101K – – –
TWC
17
TD Waterhouse Canada
Ontario, Canada
$94.8K – – –
CIBC Private Wealth Group
18
CIBC Private Wealth Group
Georgia
$84K – – –
SWA
19
SOA Wealth Advisors
New York
$56K – – –
Osaic Holdings
20
Osaic Holdings
Arizona
$53K +$36.9K +724 +229%
DFA
21
DHJJ Financial Advisors
Illinois
$40K – – –
FCT
22
First Community Trust
Iowa
$33.3K – – –
FWA
23
Flagship Wealth Advisors
Massachusetts
$32.1K – – –
UBS Group
24
UBS Group
Switzerland
$23.7K +$23.7K +423 New
RPA
25
Redwood Park Advisors
California
$23.3K +$56 +1 +0.2%
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