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First Citizens Bank & Trust’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

First Citizens Bank & Trust’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.17M Buy
10,458
+1,098
+12% +$315K 0.05% 165
2026
Q1 		$2.45M Sell
9,360
-383
-4% -$104K 0.05% 181
2025
Q4 		$2.51M Buy
9,743
+3,597
+59% +$922K 0.05% 170
2025
Q3 		$1.56M Sell
6,146
-372
-6% -$92.3K 0.03% 223
2025
Q2 		$1.54M Sell
6,518
-3,043
-32% -$679K 0.03% 216
2025
Q1 		$2.12M Buy
9,561
+2,647
+38% +$632K 0.05% 184
2024
Q4 		$1.66M Buy
6,914
+198
+3% +$48.7K 0.03% 195
2024
Q3 		$1.59M Sell
6,716
-371
-5% -$84.3K 0.04% 204
2024
Q2 		$1.55M Buy
7,087
+727
+11% +$160K 0.03% 209
2024
Q1 		$1.45M Sell
6,360
-22,017
-78% -$4.74M 0.03% 209
2023
Q4 		$6.05M Buy
28,377
+19,133
+207% +$3.69M 0.11% 80
2023
Q3 		$1.75M Buy
9,244
+3,766
+69% +$750K 0.03% 162
2023
Q2 		$1.09M Sell
5,478
-225
-4% -$42.5K 0.02% 191
2023
Q1 		$1.08M Sell
5,703
-996
-15% -$193K 0.02% 178
2022
Q4 		$1.23M Sell
6,699
-1,190
-15% -$221K 0.04% 171
2022
Q3 		$1.35M Buy
7,889
+1,797
+29% +$339K 0.04% 159
2022
Q2 		$1.07M Buy
6,092
+1,800
+42% +$348K 0.04% 158
2022
Q1 		$912K Buy
4,292
+2,309
+116% +$486K 0.04% 179
2021
Q4 		$448K Sell
1,983
-210
-10% -$47.7K 0.02% 236
2021
Q3 		$480K Buy
2,193
+250
+13% +$55.6K 0.02% 220
2021
Q2 		$438K Buy
1,943
+979
+102% +$217K 0.02% 215
2021
Q1 		$206K Sell
964
-169
-15% -$35.6K 0.01% 380
2020
Q4 		$221K Sell
1,133
-383
-25% -$67.6K 0.01% 338
2020
Q3 		$233K Sell
1,516
-645
-30% -$99.1K 0.02% 313
2020
Q2 		$315K Buy
+2,161
New +$290K 0.03% 248

Other funds holding VB

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

First Citizens Bank & Trust increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 12% in Q2 2026, buying an estimated $315K and bringing the position to 10,458 shares worth $3.17M. The position accounts for 0.05% of the portfolio, ranked #165.

First Citizens Bank & Trust first reported a position in VB in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.05M in Q4 2023. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • First Citizens Bank & Trust held 10,458 shares of Vanguard Morningstar Small-Cap ETF worth $3.17M as of Q2 2026.
  • First Citizens Bank & Trust bought 1,098 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $315K.
  • Vanguard Morningstar Small-Cap ETF made up 0.05% of First Citizens Bank & Trust's portfolio in Q2 2026, its #165 holding.
  • First Citizens Bank & Trust first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • First Citizens Bank & Trust's Vanguard Morningstar Small-Cap ETF position peaked at $6.05M in Q4 2023.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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