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Cranbrook Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Cranbrook Wealth Management’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.2M Sell
37,639
-898
-2% -$281K 2.29% 9
2025
Q4 		$12.1M Sell
38,537
-30
-0.1% -$9.37K 2.39% 9
2025
Q3 		$11.9M Sell
38,567
-647
-2% -$192K 2.38% 9
2025
Q2 		$11.2M Buy
39,214
+255
+0.7% +$67.2K 2.39% 9
2025
Q1 		$10M Buy
38,959
+68
+0.2% +$18.4K 2.33% 9
2024
Q4 		$10.5M Sell
38,891
-557
-1% -$151K 2.43% 8
2024
Q3 		$10.4M Buy
39,448
+301
+0.8% +$76.4K 2.37% 9
2024
Q2 		$9.77M Sell
39,147
-538
-1% -$129K 2.4% 9
2024
Q1 		$9.51M Buy
39,685
+472
+1% +$108K 2.41% 9
2023
Q4 		$8.55M Buy
39,213
+698
+2% +$143K 2.28% 10
2023
Q3 		$7.54M Sell
38,515
-3,690
-9% -$751K 2.23% 13
2023
Q2 		$8.56M Sell
42,205
-3,135
-7% -$601K 2.38% 10
2023
Q1 		$8.47M Sell
45,340
-3,940
-8% -$717K 2.41% 10
2022
Q4 		$8.58M Buy
49,280
+6,744
+16% +$1.18M 2.34% 11
2022
Q3 		$6.96M Buy
42,536
+2,807
+7% +$510K 1.8% 14
2022
Q2 		$6.85M Buy
39,729
+9,021
+29% +$1.69M 1.71% 16
2022
Q1 		$6.4M Sell
30,708
-1,342
-4% -$276K 1.39% 20
2021
Q4 		$7.08M Sell
32,050
-243
-0.8% -$52.1K 1.51% 18
2021
Q3 		$6.49M Sell
32,293
-232
-0.7% -$47.9K 1.47% 19
2021
Q2 		$6.53M Sell
32,525
-1,443
-4% -$282K 1.49% 20
2021
Q1 		$6.29M Sell
33,968
-460
-1% -$83.4K 1.52% 20
2020
Q4 		$6.05M Sell
34,428
-237
-0.7% -$39.4K 1.55% 19
2020
Q3 		$5.42M Sell
34,665
-666
-2% -$103K 1.57% 19
2020
Q2 		$5.05M Sell
35,331
-1,336
-4% -$181K 1.52% 22
2020
Q1 		$4.34M Sell
36,667
-693
-2% -$97.4K 1.48% 24
2019
Q4 		$5.52M Buy
37,360
+1,297
+4% +$183K 1.53% 24
2019
Q3 		$4.92M Sell
36,063
-1,389
-4% -$189K 1.42% 26
2019
Q2 		$5.05M Sell
37,452
-736
-2% -$97.4K 1.45% 25
2019
Q1 		$4.96M Sell
38,188
-404
-1% -$50.5K 1.55% 23
2018
Q4 		$4.43M Sell
38,592
-984
-2% -$122K 1.56% 23
2018
Q3 		$5.28M Sell
39,576
-1,608
-4% -$211K 1.86% 21
2018
Q2 		$5.14M Sell
41,184
-821
-2% -$102K 1.99% 20
2018
Q1 		$5.09M Sell
42,005
-1,074
-2% -$135K 2% 19
2017
Q4 		$5.28M Sell
43,079
-38
-0.1% -$4.54K 2.09% 20
2017
Q3 		$4.98M Buy
43,117
+1,131
+3% +$128K 2.06% 20
2017
Q2 		$4.66M Buy
41,986
+7,440
+22% +$818K 2.02% 19
2017
Q1 		$3.73M Sell
34,546
-47
-0.1% -$5.01K 1.75% 21
2016
Q4 		$3.54M Buy
34,593
+3,090
+10% +$309K 1.73% 21
2016
Q3 		$3.12M Buy
31,503
+2,191
+7% +$217K 1.57% 22
2016
Q2 		$2.81M Buy
29,312
+1,735
+6% +$165K 1.44% 24
2016
Q1 		$2.59M Buy
27,577
+1,111
+4% +$99K 1.37% 24
2015
Q4 		$2.48M Buy
26,466
+1,325
+5% +$125K 1.4% 21
2015
Q3 		$2.21M Buy
25,141
+4,997
+25% +$466K 1.27% 21
2015
Q2 		$1.91M Buy
20,144
+1,831
+10% +$177K 1.1% 22
2015
Q1 		$1.74M Buy
18,313
+1,250
+7% +$119K 1.02% 24
2014
Q4 		$1.61M Buy
17,063
+702
+4% +$64.8K 1% 24
2014
Q3 		$1.48M Buy
16,361
+51
+0.3% +$4.63K 1% 23
2014
Q2 		$1.47M Buy
16,310
+1,278
+9% +$112K 0.98% 25
2014
Q1 		$1.29M Buy
15,032
+7,056
+88% +$596K 0.91% 26
2013
Q4 		$676K Buy
+7,976
New +$649K 0.46% 31

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cranbrook Wealth Management's VV Position: Q1 2026 in Review

Cranbrook Wealth Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.3% in Q1 2026, selling an estimated $281K and leaving 37,639 shares worth $11.2M. The position accounts for 2.29% of the portfolio, ranked #9.

Cranbrook Wealth Management first reported a position in VV in Q4 2013 and has held it in 50 quarters since. The position peaked at $12.1M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Cranbrook Wealth Management held 37,639 shares of Vanguard Morningstar Large-Cap ETF worth $11.2M as of Q1 2026.
  • Cranbrook Wealth Management sold 898 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $281K.
  • Vanguard Morningstar Large-Cap ETF made up 2.29% of Cranbrook Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Cranbrook Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2013 and has held it in 50 quarters since.
  • Cranbrook Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $12.1M in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.