Cranbrook Wealth Management
MGV icon

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
Q3 		$10.8K Hold
67
– – ﹤0.01% 285
2026
Q2 		$11K Hold
67
– – ﹤0.01% 303
2026
Q1 		$9.7K 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

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LPL Financial
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PNC Financial Services Group
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HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Black Diamond Financial
Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Kestra Advisory Services
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Cranbrook Wealth Management's MGV Position: Q3 2026 in Review

Cranbrook Wealth Management held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q3 2026 at 67 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Cranbrook Wealth Management first reported a position in MGV in Q3 2025 and has held it in 5 quarters since. The position peaked at $11K in Q2 2026. 412 funds tracked by Wall St. Rank hold MGV as of Q3 2026.

  • Cranbrook Wealth Management held 67 shares of Vanguard Morningstar Mega Cap Value ETF worth $10.8K as of Q3 2026.
  • Cranbrook Wealth Management left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mega Cap Value ETF made up ﹤0.01% of Cranbrook Wealth Management's portfolio in Q3 2026, its #285 holding.
  • Cranbrook Wealth Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2025 and has held it in 5 quarters since.
  • Cranbrook Wealth Management's Vanguard Morningstar Mega Cap Value ETF position peaked at $11K in Q2 2026.
  • 412 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2026.

Based on Cranbrook Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.