US Vegan Climate ETFVEGNETF
13F holders, Q1 2025 (March 31)32holders
4new positions
3sold out
$49.67avg. 13F price*
At the end of Q1 2025, 32 institutions reported holding US Vegan Climate ETF (VEGN) in their 13F filings, unchanged from Q4 2024. 4 opened new positions and 3 sold out. The largest holders were Natural Investments, LLC ($5.4M), Wealthfront Advisers LLC ($1.7M) and Royal Bank of Canada ($1.5M).
- Company
- US Vegan Climate ETF
- Filed as
- ETF SER SOLUTIONS (Q1 2025)
- CUSIP
- 26922A297
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.7M |
| Exits | 3 | $432K |
All 13F filers, Q4 2024 → Q1 2025: 138,789 shares bought and 37,305 shares sold, net +101,484 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| Natural Investments, LLC | 1.54% | Add +613.6% | 109,567 | $5.4M |
| Wealthfront Advisers LLC | 0.00% | Reduce -39.6% | 33,945 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -9.3% | 29,785 | $1.5M |
| Wolverine Trading, LLC | 0.04% | New | 22,806 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.08% | Reduce -17.2% | 17,024 | $846K |
| Allegheny Financial Group | 0.20% | Add +8.3% | 15,388 | $765K |
| Joel Adams & Associates, Inc. | 0.50% | No change | 11,203 | $557K |
| Morgan Stanley | 0.00% | Add +95.6% | 8,750 | $435K |
| Cadence Bank | 0.03% | Reduce -1.5% | 7,056 | $351K |
| PFG Investments, LLC | 0.02% | Reduce -3.0% | 6,900 | $343K |
| Bank of America Corp. | 0.00% | Add +152.2% | 6,142 | $305K |
| Susquehanna International Group, LLP | 0.00% | New | 6,128 | $305K |
| Goldman Sachs Group Inc. | 0.00% | New | 4,763 | $237K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 4,550 | $226K |
| Redmont Wealth Advisors LLC | 0.41% | No change | 4,281 | $213K |
| Garde Capital, Inc. | 0.01% | No change | 2,531 | $126K |
| Capital Analysts, LLC | 0.00% | Add +304.1% | 1,794 | $89K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -7.6% | 1,693 | $85K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,500 | $66K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 1,000 | $50K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 714 | $36K |
| First Community Trust NA | 0.03% | No change | 595 | $30K |
| Flagship Wealth Advisors, LLC | 0.01% | No change | 573 | $28K |
| Redwood Park Advisors LLC | 0.02% | No change | 415 | $21K |
| Rossby Financial, LCC | 0.01% | New | 322 | $16K |
| Osaic Holdings, Inc. | 0.00% | Add +0.3% | 316 | $16K |
| Farther Finance Advisors, LLC | 0.00% | No change | 244 | $12K |
| Bank of Montreal | 0.00% | No change | 125 | $6K |
| Allworth Financial LP | 0.00% | No change | 121 | $6K |
| FMR LLC | 0.00% | Add +74.6% | 117 | $6K |
| AE Wealth Management LLC | 0.00% | No change | 50 | $2K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 13 | $653 |
"% of holder's portfolio" is VEGN's weight in each manager's 13F, not the share of US Vegan Climate ETF the manager owns.