Well Done LLC
VUG icon

Well Done LLC’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Well Done LLC’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$509K Buy
5,648
+955
+20% +$83.6K 0.07% 134
2026
Q2 		$404K Sell
4,693
-59
-1% -$4.96K 0.05% 141
2026
Q1 		$346K Sell
4,752
-132
-3% -$10.3K 0.05% 150
2025
Q4 		$397K Sell
4,884
-1,008
-17% -$81.8K 0.06% 134
2025
Q3 		$471K Buy
5,892
+12
+0.2% +$917 0.08% 119
2025
Q2 		$430K Sell
5,880
-3,882
-40% -$256K 0.08% 112
2025
Q1 		$668K Buy
9,762
+390
+4% +$26.3K 0.12% 95
2024
Q4 		$600K Hold
9,372
– – 0.11% 101
2024
Q3 		$600K Hold
9,372
– – 0.11% 102
2024
Q2 		$584K Hold
9,372
– – 0.12% 103
2024
Q1 		$538K Sell
9,372
-234
-2% -$12.9K 0.11% 111
2023
Q4 		$498K Buy
9,606
+1,458
+18% +$70.4K 0.1% 115
2023
Q3 		$370K Hold
8,148
– – 0.08% 119
2023
Q2 		$384K Hold
8,148
– – 0.08% 114
2023
Q1 		$339K Sell
8,148
-432
-5% -$16.8K 0.07% 124
2022
Q4 		$304K Buy
8,580
+228
+3% +$8.39K 0.07% 137
2022
Q3 		$298K Hold
8,352
– – 0.07% 123
2022
Q2 		$310K Sell
8,352
-41,580
-83% -$1.71M 0.07% 128
2022
Q1 		$2.39M Sell
49,932
-21,066
-30% -$996K 0.48% 40
2021
Q4 		$3.8M Buy
70,998
+10,074
+17% +$525K 0.77% 28
2021
Q3 		$2.95M Buy
60,924
+2,670
+5% +$133K 0.66% 31
2021
Q2 		$2.78M Buy
58,254
+6,336
+12% +$288K 0.61% 31
2021
Q1 		$2.22M Buy
51,918
+28,932
+126% +$1.24M 0.51% 37
2020
Q4 		$971K Buy
22,986
+17,016
+285% +$679K 0.24% 60
2020
Q3 		$226K Hold
5,970
– – 0.06% 127
2020
Q2 		$201K Buy
+5,970
New +$184K 0.06% 143
2020
Q1 		– Sell
-6,912
Closed -$210K – 159
2019
Q4 		$210K Buy
+6,912
New +$200K 0.05% 147
2019
Q1 		– Sell
-4,956
Closed -$111K – 643
2018
Q4 		$111K Buy
+4,956
New +$120K 0.03% 186
2018
Q2 		– Sell
-2,982
Closed -$71K – 512
2018
Q1 		$71K Buy
+2,982
New +$72.7K 0.02% 199

Other funds holding VUG

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Well Done LLC's VUG Position: Q3 2026 in Review

Well Done LLC increased its Vanguard Morningstar Growth ETF (VUG) stake by 20% in Q3 2026, buying an estimated $83.6K and bringing the position to 5,648 shares worth $509K. The position accounts for 0.07% of the portfolio, ranked #134.

Well Done LLC first reported a position in VUG in Q1 2018 and has held it in 29 quarters since. The position peaked at $3.8M in Q4 2021. 2,162 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Well Done LLC held 5,648 shares of Vanguard Morningstar Growth ETF worth $509K as of Q3 2026.
  • Well Done LLC bought 955 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $83.6K.
  • Vanguard Morningstar Growth ETF made up 0.07% of Well Done LLC's portfolio in Q3 2026, its #134 holding.
  • Well Done LLC first reported a position in Vanguard Morningstar Growth ETF in Q1 2018 and has held it in 29 quarters since.
  • Well Done LLC's Vanguard Morningstar Growth ETF position peaked at $3.8M in Q4 2021.
  • 2,162 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Well Done LLC's 13F filing for Q3 2026, filed 20 Oct 2026.