US Vegan Climate ETFVEGNETF
13F holders, Q4 2024 (December 31)32holders +4
2new positions
2sold out
$53.76avg. 13F price*
At the end of Q4 2024, 32 institutions reported holding US Vegan Climate ETF (VEGN) in their 13F filings, up 4 from Q3 2024. 2 opened new positions and 2 sold out. The largest holders were Wealthfront Advisers LLC ($3.0M), Royal Bank of Canada ($1.8M) and Kingswood Wealth Advisors, LLC ($1.1M).
- Company
- US Vegan Climate ETF
- Filed as
- ETF SER SOLUTIONS (Q4 2024)
- CUSIP
- 26922A297
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $247K |
| Exits | 2 | $1.0M |
All 13F filers, Q3 2024 → Q4 2024: 11,208 shares bought and 24,076 shares sold, net −12,868 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| Wealthfront Advisers LLC | 0.01% | Add +7.8% | 56,186 | $3.0M |
| Royal Bank of Canada | 0.00% | Reduce -8.7% | 32,822 | $1.8M |
| Kingswood Wealth Advisors, LLC | 0.08% | Add +1.1% | 20,554 | $1.1M |
| Natural Investments, LLC | 0.23% | — | 15,355 | $825K |
| Allegheny Financial Group | 0.20% | Add +0.2% | 14,215 | $764K |
| Joel Adams & Associates, Inc. | 0.55% | — | 11,203 | $602K |
| Cadence Bank | 0.03% | Reduce -0.7% | 7,161 | $385K |
| PFG Investments, LLC | 0.02% | Reduce -0.0% | 7,110 | $382K |
| Mariner, LLC | 0.00% | No change | 5,484 | $295K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 4,550 | $245K |
| Morgan Stanley | 0.00% | Reduce -4.6% | 4,473 | $240K |
| Redmont Wealth Advisors LLC | 0.40% | No change | 4,281 | $230K |
| Garde Capital, Inc. | 0.01% | No change | 2,531 | $136K |
| Bank of America Corp. | 0.00% | Reduce -21.1% | 2,435 | $131K |
| UBS Group AG | 0.00% | Add +229100.0% | 2,292 | $123K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,832 | $98K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,500 | $81K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 1,000 | $54K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 714 | $38K |
| First Community Trust NA | 0.02% | No change | 595 | $32K |
| Flagship Wealth Advisors, LLC | 0.02% | — | 573 | $31K |
| Capital Analysts, LLC | 0.00% | No change | 444 | $24K |
| Redwood Park Advisors LLC | 0.02% | — | 415 | $22K |
| Osaic Holdings, Inc. | 0.00% | Reduce -45.2% | 315 | $17K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 300 | $17K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 267 | $14K |
| Farther Finance Advisors, LLC | 0.00% | No change | 244 | $13K |
| Allworth Financial LP | 0.00% | No change | 121 | $7K |
| Bank of Montreal | 0.00% | No change | 125 | $7K |
| FMR LLC | 0.00% | Reduce -60.1% | 67 | $4K |
| AE Wealth Management LLC | 0.00% | New | 50 | $3K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 13 | $706 |
"% of holder's portfolio" is VEGN's weight in each manager's 13F, not the share of US Vegan Climate ETF the manager owns.