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Well Done LLC’s Vanguard Total World Stock ETF VT Stock Holding History

Well Done LLC’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.33M Buy
21,245
+2,798
+15% +$427K 0.45% 46
2026
Q1 		$2.55M Buy
18,447
+12,599
+215% +$1.81M 0.37% 48
2025
Q4 		$825K Buy
5,848
+736
+14% +$103K 0.12% 93
2025
Q3 		$704K Buy
5,112
+625
+14% +$83.1K 0.12% 100
2025
Q2 		$577K Sell
4,487
-645
-13% -$77.1K 0.11% 102
2025
Q1 		$603K Buy
5,132
+79
+2% +$9.45K 0.11% 103
2024
Q4 		$605K Hold
5,053
– – 0.11% 100
2024
Q3 		$605K Sell
5,053
-71
-1% -$8.16K 0.11% 101
2024
Q2 		$577K Buy
5,124
+643
+14% +$70.9K 0.12% 105
2024
Q1 		$495K Buy
4,481
+133
+3% +$14.1K 0.1% 117
2023
Q4 		$447K Buy
4,348
+355
+9% +$34.2K 0.09% 121
2023
Q3 		$372K Sell
3,993
-107
-3% -$10.4K 0.08% 118
2023
Q2 		$398K Buy
4,100
+627
+18% +$58.8K 0.08% 109
2023
Q1 		$320K Buy
3,473
+196
+6% +$17.8K 0.07% 127
2022
Q4 		$282K Buy
3,277
+660
+25% +$56.4K 0.06% 145
2022
Q3 		$206K Buy
2,617
+23
+0.9% +$2.02K 0.05% 155
2022
Q2 		$221K Buy
2,594
+137
+6% +$12.7K 0.05% 157
2022
Q1 		$249K Buy
2,457
+358
+17% +$36.3K 0.05% 156
2021
Q4 		$226K Sell
2,099
-27
-1% -$2.87K 0.05% 165
2021
Q3 		$216K Sell
2,126
-64
-3% -$6.71K 0.05% 165
2021
Q2 		$227K Buy
2,190
+89
+4% +$9.07K 0.05% 160
2021
Q1 		$204K Buy
+2,101
New +$202K 0.05% 161
2020
Q1 		– Sell
-11,315
Closed -$916K – 158
2019
Q4 		$916K Sell
11,315
-52
-0.5% -$4.04K 0.21% 65
2019
Q3 		$850K Buy
11,367
+27
+0.2% +$2.02K 0.21% 64
2019
Q2 		$852K Sell
11,340
-187
-2% -$13.9K 0.2% 65
2019
Q1 		$836K Sell
11,527
-1,413
-11% -$100K 0.21% 65
2018
Q4 		$847K Buy
+12,940
New +$906K 0.24% 57
2018
Q2 		– Sell
-2,089
Closed -$154K – 507
2018
Q1 		$154K Buy
+2,089
New +$158K 0.05% 125

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

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

Well Done LLC increased its Vanguard Total World Stock ETF (VT) stake by 15% in Q2 2026, buying an estimated $427K and bringing the position to 21,245 shares worth $3.33M. The position accounts for 0.45% of the portfolio, ranked #46.

Well Done LLC first reported a position in VT in Q1 2018 and has held it in 28 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Well Done LLC held 21,245 shares of Vanguard Total World Stock ETF worth $3.33M as of Q2 2026.
  • Well Done LLC bought 2,798 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $427K.
  • Vanguard Total World Stock ETF made up 0.45% of Well Done LLC's portfolio in Q2 2026, its #46 holding.
  • Well Done LLC first reported a position in Vanguard Total World Stock ETF in Q1 2018 and has held it in 28 quarters since.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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