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Well Done LLC’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Well Done LLC’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 		$4.26M Buy
32,251
+2
+0% +$255 0.57% 40
2026
Q1 		$3.62M Sell
32,249
-69
-0.2% -$8.2K 0.53% 41
2025
Q4 		$3.91M Sell
32,318
-1,035
-3% -$124K 0.58% 41
2025
Q3 		$3.95M Buy
33,353
+98
+0.3% +$11.2K 0.67% 38
2025
Q2 		$3.65M Sell
33,255
-53
-0.2% -$5.34K 0.68% 37
2025
Q1 		$3.49M Buy
33,308
+1,734
+5% +$181K 0.63% 37
2024
Q4 		$3.21M Hold
31,574
– – 0.59% 36
2024
Q3 		$3.21M Buy
31,574
+3
+0% +$294 0.59% 36
2024
Q2 		$3.05M Sell
31,571
-301
-0.9% -$27.9K 0.63% 37
2024
Q1 		$2.97M Buy
31,872
+3,262
+11% +$290K 0.58% 37
2023
Q4 		$2.43M Sell
28,610
-749
-3% -$59K 0.48% 39
2023
Q3 		$2.21M Buy
29,359
+25
+0.1% +$1.96K 0.49% 39
2023
Q2 		$2.3M Buy
29,334
+598
+2% +$44K 0.49% 40
2023
Q1 		$2.06M Sell
28,736
-12,509
-30% -$872K 0.45% 43
2022
Q4 		$2.72M Buy
41,245
+15,019
+57% +$1M 0.58% 40
2022
Q3 		$1.65M Buy
26,226
+18,304
+231% +$1.28M 0.4% 47
2022
Q2 		$526K Buy
7,922
+1,537
+24% +$111K 0.12% 95
2022
Q1 		$518K Buy
6,385
+1,811
+40% +$146K 0.1% 107
2021
Q4 		$402K Buy
4,574
+1,643
+56% +$140K 0.08% 116
2021
Q3 		$235K Hold
2,931
– – 0.05% 155
2021
Q2 		$234K Buy
2,931
+2
+0.1% +$155 0.05% 155
2021
Q1 		$216K Buy
+2,929
New +$212K 0.05% 155
2020
Q3 		– Sell
-4,793
Closed -$270K – 140
2020
Q2 		$270K Hold
4,793
– – 0.07% 121
2020
Q1 		$219K Buy
+4,793
New +$259K 0.07% 124

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Well Done LLC's ESGV Position: Q2 2026 in Review

Well Done LLC increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.01% in Q2 2026, buying an estimated $255 and bringing the position to 32,251 shares worth $4.26M. The position accounts for 0.57% of the portfolio, ranked #40.

Well Done LLC first reported a position in ESGV in Q1 2020 and has held it in 24 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Well Done LLC held 32,251 shares of Vanguard ESG US Stock ETF worth $4.26M as of Q2 2026.
  • Well Done LLC bought 2 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $255.
  • Vanguard ESG US Stock ETF made up 0.57% of Well Done LLC's portfolio in Q2 2026, its #40 holding.
  • Well Done LLC first reported a position in Vanguard ESG US Stock ETF in Q1 2020 and has held it in 24 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.