US VEGAN CLIMATE ETF (VEGN) Institutional Shareholders
US VEGAN CLIMATE ETF (VEGN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $11.12M in VEGN holdings during the latest filing period.
Wealthfront Advisers Llc is currently the largest disclosed institutional shareholder of VEGN tracked by InsiderSet, reporting ownership valued at approximately $1.93M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.69M, representing an estimated gain of +38.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed VEGN value among the investors covered in this analysis. Major shareholders include Wealthfront Advisers Llc, Kingswood Wealth Advisors, Llc, Capital City Trust Co/Fl, and several other long-term asset managers with concentrated positions in US VEGAN CLIMATE ETF (VEGN).
This page ranks the largest institutional VEGN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
38
Total Reported Value
$11.12M
Largest Holder
Wealthfront Advisers Llc
Largest Position
$1.93M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
42
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wealthfront Advisers Llc | 0.00% | 34,237 | $1,934,315 | $2,686,235 | +$751,920 | +38.87% | |
| Kingswood Wealth Advisors, Llc | 0.08% | 23,314 | $1,917,854 | $1,829,216 | -$88,638 | -4.62% | |
| Capital City Trust Co/Fl | 0.27% | 20,600 | $1,163,855 | $1,616,276 | +$452,421 | +38.87% | |
| Composition Wealth, Llc | 0.01% | 7,763 | $638,607 | $609,085 | -$29,522 | -4.62% | |
| Joel Adams & Associates, Inc. | 0.44% | 10,503 | $593,396 | $824,065 | +$230,669 | +38.87% | |
| Sunrise Financial Services, Llc | 0.37% | 9,249 | $522,548 | $725,677 | +$203,129 | +38.87% | |
| Allegheny Financial Group | 0.05% | 5,845 | $480,875 | $458,599 | -$22,276 | -4.63% | |
| Pfg Investments, Llc | 0.02% | 5,519 | $454,032 | $433,021 | -$21,011 | -4.63% | |
| Morgan Stanley | 0.00% | 6,472 | $365,654 | $507,793 | +$142,139 | +38.87% | |
| Angeles Wealth Management, Llc | 0.02% | 4,000 | $329,048 | $313,840 | -$15,208 | -4.62% | |
| Two Sigma Investments, Lp | 0.00% | 5,100 | $288,139 | $400,146 | +$112,007 | +38.87% | |
| Financial Engines Advisors L.L.C. | 0.00% | 4,780 | $270,059 | $375,039 | +$104,980 | +38.87% | |
| Beacon Pointe Advisors, Llc | 0.00% | 4,550 | $257,065 | $356,993 | +$99,928 | +38.87% | |
| Belvedere Trading Llc | 0.02% | 3,082 | $253,531 | $241,814 | -$11,717 | -4.62% | |
| Nations Financial Group Inc | 0.01% | 2,934 | $241,356 | $230,202 | -$11,154 | -4.62% | |
| Commonwealth Equity Services, Llc | 0.00% | 2,612 | $214,880 | $204,938 | -$9,942 | -4.63% | |
| Garde Capital, Inc. | 0.01% | 2,531 | $208,205 | $198,582 | -$9,623 | -4.62% | |
| Td Waterhouse Canada Inc. | 0.00% | 2,366 | $194,674 | $185,636 | -$9,038 | -4.64% | |
| Howe & Rusling Inc | 0.01% | 3,397 | $191,924 | $266,529 | +$74,605 | +38.87% | |
| Royal Bank Of Canada | 0.00% | 2,373 | $134,000 | $186,186 | +$52,186 | +38.94% | |
| Soa Wealth Advisors, Llc. | 0.01% | 1,000 | $82,262 | $78,460 | -$3,802 | -4.62% | |
| Dhjj Financial Advisors, Ltd. | 0.02% | 714 | $58,735 | $56,020 | -$2,715 | -4.62% | |
| First Community Trust Na | 0.02% | 595 | $48,946 | $46,684 | -$2,262 | -4.62% | |
| Flagship Wealth Advisors, Llc | 0.01% | 595 | $48,946 | $46,684 | -$2,262 | -4.62% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 813 | $45,933 | $63,788 | +$17,855 | +38.87% | |
| Osaic Holdings, Inc. | 0.00% | 801 | $45,271 | $62,846 | +$17,575 | +38.82% | |
| Fmr Llc | 0.00% | 627 | $35,449 | $49,194 | +$13,745 | +38.78% | |
| Redwood Park Advisors Llc | 0.02% | 418 | $23,612 | $32,796 | +$9,184 | +38.90% | |
| Rossby Financial, Lcc | 0.00% | 322 | $18,441 | $25,264 | +$6,823 | +37.00% | |
| Natural Investments, Llc | 3.79% | 209,479 | $17,232 | $16,435,722 | +$16,418,490 | +95279.08% | |
| Farther Finance Advisors, Llc | 0.00% | 125 | $10,283 | $9,808 | -$476 | -4.62% | |
| Ubs Group Ag | 0.00% | 177 | $10,000 | $13,887 | +$3,887 | +38.87% | |
| Bank Of Montreal | 0.00% | 125 | $7,062 | $9,808 | +$2,746 | +38.88% | |
| Allworth Financial Lp | 0.00% | 121 | $6,837 | $9,494 | +$2,657 | +38.86% | |
| Ae Wealth Management Llc | 0.00% | 50 | $2,825 | $3,923 | +$1,098 | +38.87% | |
| Game Plan Financial Advisors, Llc | 0.00% | 13 | $747 | $1,020 | +$273 | +36.54% | |
| Vanguard Advisers Inc | 0.00% | 7 | $398 | $549 | +$151 | +37.99% | |
| Capital Analysts, Llc | 0.00% | 584 | $33 | $45,821 | +$45,788 | +138750.42% |
Frequently asked questions about VEGN
Who owns the most VEGN stock?
The largest holders of VEGN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for US VEGAN CLIMATE ETF (VEGN).
Is VEGN widely held by superinvestors?
Many widely followed stocks like VEGN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VEGN is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.