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

First Citizens Bank & Trust’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,096
Closed -$326K – 681
2025
Q3 		$326K Buy
+1,096
New +$316K 0.01% 521

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AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Corient Private Wealth
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SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

First Citizens Bank & Trust's VBK Position: Q4 2025 in Review

First Citizens Bank & Trust sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2025, closing a stake of 1,096 shares — an estimated $326K sold.

First Citizens Bank & Trust first reported a position in VBK in Q3 2025 and held it in 1 quarter. The position peaked at $326K in Q3 2025. 1,213 funds tracked by Wall St. Rank hold VBK as of Q4 2025.

  • First Citizens Bank & Trust reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • First Citizens Bank & Trust sold 1,096 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2025, an estimated $326K.
  • First Citizens Bank & Trust first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2025 and held it in 1 quarter.
  • First Citizens Bank & Trust's Vanguard Morningstar Small-Cap Growth ETF position peaked at $326K in Q3 2025.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2025.

Based on First Citizens Bank & Trust's 13F filing for Q4 2025, filed 18 Feb 2026.