WDL
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Well Done LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

Well Done LLC’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.67M Sell
6,802
-193
-3% -$129K 0.63% 37
2026
Q1 		$4.18M Sell
6,995
-330
-5% -$206K 0.61% 38
2025
Q4 		$4.59M Sell
7,325
-20
-0.3% -$12.4K 0.69% 37
2025
Q3 		$4.5M Sell
7,345
-220
-3% -$130K 0.77% 35
2025
Q2 		$4.3M Sell
7,565
-352
-4% -$185K 0.81% 33
2025
Q1 		$4.27M Sell
7,917
-272
-3% -$147K 0.77% 30
2024
Q4 		$4.32M Hold
8,189
– – 0.79% 32
2024
Q3 		$4.32M Sell
8,189
-436
-5% -$222K 0.79% 32
2024
Q2 		$4.31M Sell
8,625
-581
-6% -$280K 0.9% 29
2024
Q1 		$4.43M Sell
9,206
-5,164
-36% -$2.36M 0.87% 28
2023
Q4 		$6.28M Buy
14,370
+3,778
+36% +$1.55M 1.23% 18
2023
Q3 		$4.16M Buy
10,592
+309
+3% +$126K 0.92% 26
2023
Q2 		$4.19M Sell
10,283
-837
-8% -$323K 0.89% 27
2023
Q1 		$4.18M Buy
11,120
+314
+3% +$115K 0.9% 24
2022
Q4 		$3.8M Buy
10,806
+1,087
+11% +$384K 0.82% 34
2022
Q3 		$3.19M Buy
9,719
+2,505
+35% +$915K 0.78% 29
2022
Q2 		$2.5M Sell
7,214
-241
-3% -$90.8K 0.55% 40
2022
Q1 		$3.1M Sell
7,455
-145
-2% -$59.4K 0.62% 33
2021
Q4 		$3.32M Buy
7,600
+742
+11% +$313K 0.67% 30
2021
Q3 		$2.71M Buy
6,858
+426
+7% +$173K 0.6% 33
2021
Q2 		$2.53M Hold
6,432
– – 0.56% 33
2021
Q1 		$2.34M Sell
6,432
-1,415
-18% -$502K 0.54% 35
2020
Q4 		$2.7M Buy
7,847
+125
+2% +$40.8K 0.67% 28
2020
Q3 		$2.38M Sell
7,722
-120
-2% -$36.6K 0.67% 27
2020
Q2 		$2.22M Sell
7,842
-389
-5% -$105K 0.61% 31
2020
Q1 		$1.95M Buy
8,231
+2,296
+39% +$643K 0.59% 34
2019
Q4 		$1.76M Sell
5,935
-1,135
-16% -$321K 0.41% 45
2019
Q3 		$1.93M Buy
7,070
+534
+8% +$145K 0.47% 42
2019
Q2 		$1.76M Buy
6,536
+212
+3% +$56.1K 0.41% 46
2019
Q1 		$1.64M Sell
6,324
-1,229
-16% -$307K 0.4% 46
2018
Q4 		$1.74M Buy
7,553
+1,475
+24% +$365K 0.49% 41
2018
Q3 		$1.62M Sell
6,078
-25
-0.4% -$6.54K 0.46% 41
2018
Q2 		$1.52M Sell
6,103
-32
-0.5% -$7.94K 0.46% 39
2018
Q1 		$1.49M Buy
6,135
+524
+9% +$131K 0.46% 34
2017
Q4 		$1.38M Buy
5,611
+1
+0% +$239 0.45% 37
2017
Q3 		$1.29M Sell
5,610
-4
-0.1% -$906 0.4% 41
2017
Q2 		$1.25M Buy
5,614
+2
+0% +$440 0.44% 37
2017
Q1 		$1.21M Buy
5,612
+195
+4% +$41.6K 0.43% 37
2016
Q4 		$1.11M Buy
+5,417
New +$1.09M 0.42% 37
2016
Q1 		– Sell
-1,255
Closed -$235K – 98
2015
Q4 		$235K Buy
+1,255
New +$236K 0.08% 79

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

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

Well Done LLC reduced its Vanguard S&P 500 ETF (VOO) stake by 2.8% in Q2 2026, selling an estimated $129K and leaving 6,802 shares worth $4.67M. The position accounts for 0.63% of the portfolio, ranked #37.

Well Done LLC first reported a position in VOO in Q4 2015 and has held it in 40 quarters since. The position peaked at $6.28M in Q4 2023. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Well Done LLC held 6,802 shares of Vanguard S&P 500 ETF worth $4.67M as of Q2 2026.
  • Well Done LLC sold 193 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $129K.
  • Vanguard S&P 500 ETF made up 0.63% of Well Done LLC's portfolio in Q2 2026, its #37 holding.
  • Well Done LLC first reported a position in Vanguard S&P 500 ETF in Q4 2015 and has held it in 40 quarters since.
  • Well Done LLC's Vanguard S&P 500 ETF position peaked at $6.28M in Q4 2023.
  • 2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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