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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
Q2 		$802K Sell
9,745
-758
-7% -$54.1K 0.51% 27
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 $455M AUM 27.07% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
CCT
Capital City Trust Tallahassee, Florida $482M AUM 21.95% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.31B AUM 35.17% 1-Year Est. Return
SFS
Sunrise Financial Services Burien, Washington $168M AUM
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

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

Joel Adams & Associates reduced its US Vegan Climate ETF (VEGN) stake by 7.2% in Q2 2026, selling an estimated $54.1K and leaving 9,745 shares worth $802K. The position accounts for 0.51% of the portfolio, ranked #27.

Joel Adams & Associates first reported a position in VEGN in Q4 2024 and has held it in 7 quarters since. 47 funds tracked by Wall St. Rank hold VEGN as of Q2 2026.

  • Joel Adams & Associates held 9,745 shares of US Vegan Climate ETF worth $802K as of Q2 2026.
  • Joel Adams & Associates sold 758 US Vegan Climate ETF shares in Q2 2026, an estimated $54.1K.
  • US Vegan Climate ETF made up 0.51% of Joel Adams & Associates's portfolio in Q2 2026, its #27 holding.
  • Joel Adams & Associates first reported a position in US Vegan Climate ETF in Q4 2024 and has held it in 7 quarters since.
  • 47 funds tracked by Wall St. Rank held US Vegan Climate ETF as of Q2 2026.

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