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Joel Adams & Associates’s US Vegan Climate ETF VEGN Stock Holding History

Joel Adams & Associates’s Portfolio VEGN Stock Details VEGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$593K Hold
10,503
– – 0.44% 32
2025
Q4 		$639K Hold
10,503
– – 0.48% 33
2025
Q3 		$625K Hold
10,503
– – 0.5% 32
2025
Q2 		$588K Sell
10,503
-700
-6% -$35.9K 0.52% 28
2025
Q1 		$557K Hold
11,203
– – 0.5% 27
2024
Q4 		$602K Buy
+11,203
New +$600K 0.55% 28

Other funds holding VEGN

NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return
CCT
Capital City Trust Tallahassee, Florida $437M AUM 23.86% 1-Year Est. Return
SFS
Sunrise Financial Services Burien, Washington $141M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Joel Adams & Associates held its US Vegan Climate ETF (VEGN) position steady in Q1 2026 at 10,503 shares worth $593K. The position accounts for 0.44% of the portfolio, ranked #32.

Joel Adams & Associates first reported a position in VEGN in Q4 2024 and has held it in 6 quarters since. The position peaked at $639K in Q4 2025. 34 funds tracked by Wall St. Rank hold VEGN as of Q1 2026.

  • Joel Adams & Associates held 10,503 shares of US Vegan Climate ETF worth $593K as of Q1 2026.
  • Joel Adams & Associates left its US Vegan Climate ETF share count unchanged in Q1 2026.
  • US Vegan Climate ETF made up 0.44% of Joel Adams & Associates's portfolio in Q1 2026, its #32 holding.
  • Joel Adams & Associates first reported a position in US Vegan Climate ETF in Q4 2024 and has held it in 6 quarters since.
  • Joel Adams & Associates's US Vegan Climate ETF position peaked at $639K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held US Vegan Climate ETF as of Q1 2026.

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