First Citizens Bank & Trust’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

First Citizens Bank & Trust’s Portfolio MGC Stock Details MGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$523K	Sell	1,910 -82	-4%	-$21.8K	0.01%	456
2026 Q1	$471K	Sell	1,992 -73	-4%	-$18.1K	0.01%	449
2025 Q4	$519K	Sell	2,065 -48	-2%	-$11.9K	0.01%	435
2025 Q3	$516K	Hold	2,113	–	–	0.01%	432
2025 Q2	$475K	Sell	2,113 -483	-19%	-$100K	0.01%	443
2025 Q1	$523K	Sell	2,596 -48	-2%	-$10.2K	0.01%	305
2024 Q4	$562K	Sell	2,644 -216	-8%	-$45.9K	0.01%	297
2024 Q3	$591K	Hold	2,860	–	–	0.01%	301
2024 Q2	$564K	Sell	2,860 -63	-2%	-$11.8K	0.01%	304
2024 Q1	$546K	Sell	2,923 -400	-12%	-$71.3K	0.01%	309
2023 Q4	$563K	Buy	3,323 +123	+4%	+$19.6K	0.01%	247
2023 Q3	$486K	Sell	3,200 -260	-8%	-$40.9K	0.01%	245
2023 Q2	$541K	Hold	3,460	–	–	0.01%	245
2023 Q1	$495K	Buy	+3,460	New	+$479K	0.01%	226

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

First Citizens Bank & Trust's MGC Position: Q2 2026 in Review

First Citizens Bank & Trust reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 4.1% in Q2 2026, selling an estimated $21.8K and leaving 1,910 shares worth $523K. The position accounts for 0.01% of the portfolio, ranked #456.

First Citizens Bank & Trust first reported a position in MGC in Q1 2023 and has held it in 14 quarters since. The position peaked at $591K in Q3 2024. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

First Citizens Bank & Trust held 1,910 shares of Vanguard Morningstar Mega Cap ETF worth $523K as of Q2 2026.
First Citizens Bank & Trust sold 82 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $21.8K.
Vanguard Morningstar Mega Cap ETF made up 0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #456 holding.
First Citizens Bank & Trust first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2023 and has held it in 14 quarters since.
First Citizens Bank & Trust's Vanguard Morningstar Mega Cap ETF position peaked at $591K in Q3 2024.
528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.