US Vegan Climate
VEGN • BATS
US Vegan Climate is an exchange-traded fund on BATS. As of Q3 2025, 37 institutional investors hold shares in this ETF, with total holdings valued at $9.7M. Wealthfront Advisers LLC is the largest holder with a position valued at $1.9M.
Overview
Overview of institutional ownership in VEGN as of Q3 2025
All Institutions
- Institutions
- 37
- Value Held
- $9.7M
- Shares Held
- 163.6K
- Avg Position
- $263.0K
- Median Position
- $89.2K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in VEGN as of Q3 2025
| Institution | Position Value |
|---|---|
 Wealthfront Advisers LLC RIA/Wealth | $1.9M 0.00% of portfolio |
R ROYAL BANK OF CANADA Institution | $1.4M 0.00% of portfolio |
 KINGSWOOD WEALTH ADVISORS, LLC RIA/Wealth | $1.4M 0.08% of portfolio |
J Joel Adams & Associates, Inc. Institution | $624.5K 0.50% of portfolio |
B BancorpSouth Bank Institution | $415.1K 0.03% of portfolio |
 MORGAN STANLEY RIA/Wealth | $401.6K 0.00% of portfolio |
 RFG Advisory Group, LLC RIA/Wealth | $375.6K 0.01% of portfolio |
W WOLVERINE TRADING, LLC Institution | $347.7K 0.01% of portfolio |
 Allegheny Financial Group LTD RIA/Wealth | $330.2K 0.07% of portfolio |
P PFG Investments, LLC Institution | $326.7K 0.02% of portfolio |
Net Capital Flow
Institutional buying and selling activity for VEGN in Q3 2025
- Traded
- −$6.3M
- Buyers
- 12
- Sellers
- 11
- Total Bought
- +$1.5M
- Total Sold
- −$7.8M
- Avg Position
- $231.6K
Biggest Buyers
| Institution | Net Bought |
|---|---|
RFG Advisory Group, LLC RIA/Wealth | +$375.6K +6.3K shares |
W WOLVERINE TRADING, LLC Institution | +$347.7K +5.9K shares |
 Miracle Mile Advisors, LLC RIA/Wealth | +$216.9K +3.6K shares |
 Peregrine Asset Advisers, Inc. RIA/Wealth | +$200.4K +3.4K shares |
KINGSWOOD WEALTH ADVISORS, LLC RIA/Wealth | +$159.4K +2.7K shares |
Wealthfront Advisers LLC RIA/Wealth | +$89.8K +1.5K shares |
 UBS Group AG Institution | +$33.2K +558.0 shares |
 Sontag Advisory, LLC RIA/Wealth | +$20.6K +347.0 shares |
 PRINCIPAL SECURITIES, INC. RIA/Wealth | +$13.3K +224.0 shares |
 WELLS FARGO & COMPANY/MN Institution | +$5.5K +93.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 NATURAL INVESTMENTS, LLC RIA/Wealth | −$7.3M −130.9K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$218.8K −3.9K shares |
MORGAN STANLEY RIA/Wealth | −$95.8K −1.6K shares |
 Capital Analysts, Inc. RIA/Wealth | −$71.9K −1.2K shares |
R ROYAL BANK OF CANADA Institution | −$27.8K −468.0 shares |
S Stephens Consulting, LLC RIA/Wealth | −$16.4K −292.0 shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$9.3K −166.0 shares |
B BancorpSouth Bank Institution | −$4.5K −75.0 shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | −$2.8K −50.0 shares |
 BANK OF AMERICA CORP /DE/ Institution | −$297.3 −5.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited VEGN in Q3 2025
- New Positions
- 5
- New Value
- $632.0K
- Exited Positions
- 5
- Exited Value
- $7.6M
New Positions
| Institution | Position Value |
|---|---|
RFG Advisory Group, LLC RIA/Wealth | $375.6K 6.3K shares |
Miracle Mile Advisors, LLC RIA/Wealth | $216.9K 3.6K shares |
Sontag Advisory, LLC RIA/Wealth | $20.6K 347.0 shares |
PRINCIPAL SECURITIES, INC. RIA/Wealth | $13.3K 224.0 shares |
WELLS FARGO & COMPANY/MN Institution | $5.5K 93.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
NATURAL INVESTMENTS, LLC RIA/Wealth | $7.3M 130.9K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $218.8K 3.9K shares |
S Stephens Consulting, LLC RIA/Wealth | $16.4K 292.0 shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $9.3K 166.0 shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $2.8K 50.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in VEGN as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with VEGN as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
J Joel Adams & Associates, Inc. Institution | 0.50% $624.5K |
 REDMONT WEALTH ADVISORS LLC RIA/Wealth | 0.35% $254.6K |
KINGSWOOD WEALTH ADVISORS, LLC RIA/Wealth | 0.08% $1.4M |
Allegheny Financial Group LTD RIA/Wealth | 0.07% $330.2K |
Peregrine Asset Advisers, Inc. RIA/Wealth | 0.06% $200.4K |
F FIRST COMMUNITY TRUST NA Institution | 0.03% $35.4K |
B BancorpSouth Bank Institution | 0.03% $415.1K |
 Redwood Park Advisors LLC RIA/Wealth | 0.02% $24.7K |
P PFG Investments, LLC Institution | 0.02% $326.7K |
 DHJJ Financial Advisors, Ltd. RIA/Wealth | 0.01% $42.5K |