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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
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

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Joel Adams & Associates's ESGV Position: Q1 2026 in Review

Joel Adams & Associates increased its Vanguard ESG US Stock ETF (ESGV) stake by 10% in Q1 2026, buying an estimated $112K and bringing the position to 10,202 shares worth $1.15M. The position accounts for 0.85% of the portfolio, ranked #22.

Joel Adams & Associates first reported a position in ESGV in Q4 2024 and has held it in 6 quarters since. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Joel Adams & Associates held 10,202 shares of Vanguard ESG US Stock ETF worth $1.15M as of Q1 2026.
  • Joel Adams & Associates bought 945 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $112K.
  • Vanguard ESG US Stock ETF made up 0.85% of Joel Adams & Associates's portfolio in Q1 2026, its #22 holding.
  • Joel Adams & Associates first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 6 quarters since.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Joel Adams & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.