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Cranbrook Wealth Management’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Cranbrook Wealth Management’s Portfolio MGV Stock Details MGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11K Hold
67
– – ﹤0.01% 303
2026
Q1 		$9.71K Hold
67
– – ﹤0.01% 289
2025
Q4 		$9.46K Hold
67
– – ﹤0.01% 302
2025
Q3 		$9.23K Buy
+67
New +$8.96K ﹤0.01% 305

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cranbrook Wealth Management's MGV Position: Q2 2026 in Review

Cranbrook Wealth Management held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 67 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Cranbrook Wealth Management first reported a position in MGV in Q3 2025 and has held it in 4 quarters since. 603 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • Cranbrook Wealth Management held 67 shares of Vanguard Morningstar Mega Cap Value ETF worth $11K as of Q2 2026.
  • Cranbrook Wealth Management left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mega Cap Value ETF made up ﹤0.01% of Cranbrook Wealth Management's portfolio in Q2 2026, its #303 holding.
  • Cranbrook Wealth Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 603 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Cranbrook Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.