Joel Adams & Associates’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Joel Adams & Associates’s Portfolio ESGV Stock Details ESGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.31M	Sell	9,875 -327	-3%	-$41.7K	0.84%	23
2026 Q1	$1.15M	Buy	10,202 +945	+10%	+$112K	0.85%	22
2025 Q4	$1.12M	Buy	9,257 +231	+3%	+$27.7K	0.84%	22
2025 Q3	$1.07M	Buy	9,026 +12	+0.1%	+$1.37K	0.86%	23
2025 Q2	$988K	Buy	9,014 +5,110	+131%	+$515K	0.87%	20
2025 Q1	$382K	Hold	3,904	–	–	0.34%	37
2024 Q4	$409K	Buy	+3,904	New	+$410K	0.37%	36

Other funds holding ESGV

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Joel Adams & Associates's ESGV Position: Q2 2026 in Review

Joel Adams & Associates reduced its Vanguard ESG US Stock ETF (ESGV) stake by 3.2% in Q2 2026, selling an estimated $41.7K and leaving 9,875 shares worth $1.31M. The position accounts for 0.84% of the portfolio, ranked #23.

Joel Adams & Associates first reported a position in ESGV in Q4 2024 and has held it in 7 quarters since. 715 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Joel Adams & Associates held 9,875 shares of Vanguard ESG US Stock ETF worth $1.31M as of Q2 2026.
Joel Adams & Associates sold 327 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $41.7K.
Vanguard ESG US Stock ETF made up 0.84% of Joel Adams & Associates's portfolio in Q2 2026, its #23 holding.
Joel Adams & Associates first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 7 quarters since.
715 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.