Well Done LLC’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Well Done LLC’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$261K	Sell	706 -17	-2%	-$6.08K	0.04%	177
2026 Q1	$232K	Buy	723 +96	+15%	+$32.2K	0.03%	176
2025 Q4	$210K	Buy	627 +1	+0.2%	+$333	0.03%	183
2025 Q3	$205K	Buy	+626	New	+$198K	0.04%	178
2023 Q1	–	Sell	-3,405	Closed	-$651K	–	191
2022 Q4	$651K	Buy	+3,405	New	+$656K	0.14%	84
2021 Q2	–	Sell	-7,859	Closed	-$1.62M	–	178
2021 Q1	$1.62M	Buy	7,859 +1,720	+28%	+$348K	0.37%	44
2020 Q4	$1.2M	Hold	6,139	–	–	0.3%	50
2020 Q3	$1.05M	Hold	6,139	–	–	0.29%	47
2020 Q2	$961K	Sell	6,139 -75	-1%	-$11.1K	0.26%	58
2020 Q1	$801K	Buy	+6,214	New	+$961K	0.24%	58
2019 Q1	–	Sell	-1,654	Closed	-$211K	–	639
2018 Q4	$211K	Buy	+1,654	New	+$228K	0.06%	132
2018 Q2	–	Sell	-4	Closed	-$1K	–	508
2018 Q1	$1K	Buy	+4	New	+$561	﹤0.01%	586

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Well Done LLC reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.4% in Q2 2026, selling an estimated $6.08K and leaving 706 shares worth $261K. The position accounts for 0.04% of the portfolio, ranked #177.

Well Done LLC first reported a position in VTI in Q1 2018 and has held it in 12 quarters since. The position peaked at $1.62M in Q1 2021. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Well Done LLC held 706 shares of Vanguard Morningstar Total Stock Market ETF worth $261K as of Q2 2026.
Well Done LLC sold 17 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $6.08K.
Vanguard Morningstar Total Stock Market ETF made up 0.04% of Well Done LLC's portfolio in Q2 2026, its #177 holding.
Well Done LLC first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2018 and has held it in 12 quarters since.
Well Done LLC's Vanguard Morningstar Total Stock Market ETF position peaked at $1.62M in Q1 2021.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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