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First Citizens Bank & Trust’s Vanguard Small-Cap Value ETF VBR Stock Holding History

First Citizens Bank & Trust’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,274
Closed -$270K – 678
2025
Q4 		$270K Buy
+1,274
New +$267K 0.01% 574
2023
Q3 		– Sell
-1,398
Closed -$231K – 362
2023
Q2 		$231K Buy
+1,398
New +$220K ﹤0.01% 323

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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Citizens Bank & Trust's VBR Position: Q1 2026 in Review

First Citizens Bank & Trust sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2026, closing a stake of 1,274 shares — an estimated $270K sold.

First Citizens Bank & Trust first reported a position in VBR in Q2 2023 and held it in 2 quarters. The position peaked at $270K in Q4 2025. 1,701 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • First Citizens Bank & Trust reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • First Citizens Bank & Trust sold 1,274 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $270K.
  • First Citizens Bank & Trust first reported a position in Vanguard Small-Cap Value ETF in Q2 2023 and held it in 2 quarters.
  • First Citizens Bank & Trust's Vanguard Small-Cap Value ETF position peaked at $270K in Q4 2025.
  • 1,701 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on First Citizens Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.