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CoreCap Advisors, LLC MORN Position History
Morningstar, Inc. • Financial Services
Quarters held
2
Latest value
$14K
Q3 2026
Peak value
$14K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $2K |
| Q3 2026 | $14K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14K | 72 | — | — |
| Q2 2026 | $2K | 10 | — | — |
Other funds holding MORN
$545.9M
$449.3M
$388.4M
$364.8M
$279.4M
$245.5M
$244.3M
$231.7M
Other CoreCap Advisors, LLC positions
VGES
$183.4MVANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
STT-PG
$182.2MSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
VGES
$178.1MVANGUARD TOTAL STOCK MARKET ETF
STT-PG
$177.2MSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
STT-PG
$159.1MSPDR PORTFOLIO S&P 500 GROWTH ETF
VGES
$156.6MVANGUARD TOTAL STOCK MARKET ETF
STT-PG
$156.5MSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
VGES
$149MVANGUARD TOTAL STOCK MARKET ETF