Game Plan Financial Advisors, LLC VEGN US VEGAN CLIMATE ETF

Ownership history in Game Plan Financial Advisors, LLC  ·  9 quarters on record

AI Ownership Summary

Game Plan Financial Advisors, LLC reported US VEGAN CLIMATE ETF (VEGN) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows VEGN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VEGN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Game Plan Financial Advisors, LLC's position in US VEGAN CLIMATE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VEGN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Game Plan Financial Advisors, LLC held VEGN — position size vs. price
% of Fund (quarterly)    VEGN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 13 0% 0.00% $747 2026-04-23 $64.82
2025 Q4 UNCHANGED 13 0% 0.00% $802 2026-01-14 $61.38
2025 Q3 UNCHANGED 13 0% 0.00% $782 2025-10-29 $61.34
2025 Q2 UNCHANGED 13 0% 0.00% $736 2025-07-24 $56.51
2025 Q1 UNCHANGED 13 0% 0.00% $653 2025-05-19 $53.36
2024 Q4 UNCHANGED 13 0% 0.00% $706 2025-01-30 $55.00
2024 Q3 UNCHANGED 13 0% 0.00% $676 2024-10-15 $51.48
2024 Q2 UNCHANGED 13 0% 0.00% $632 2024-08-01 $47.45
2024 Q1 INITIATED 13 0.00% $563 2024-04-12 $44.60

FAQ About Game Plan Financial Advisors, LLC and VEGN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Game Plan Financial Advisors, LLC reported owning VEGN?

Game Plan Financial Advisors, LLC reported VEGN across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported VEGN position in Game Plan Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for VEGN was 0.00% in 2026 Q1.

What is the latest reported VEGN position on this page?

The most recent filing on this page is 2026 Q1, when Game Plan Financial Advisors, LLC reported 13 shares, equal to 0.00% of portfolio, with an estimated market value of $747.

What does the chart on this VEGN ownership page compare?

The chart compares Game Plan Financial Advisors, LLC's quarterly VEGN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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