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First Citizens Bank & Trust’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

First Citizens Bank & Trust’s Portfolio VGLT Stock Details VGLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-211,734
Closed -$13M – 455
2023
Q4 		$13M Hold
211,734
– – 0.24% 44
2023
Q3 		$11.8M Buy
211,734
+95,448
+82% +$5.7M 0.23% 38
2023
Q2 		$7.39M Buy
+116,286
New +$7.46M 0.14% 70

Other funds holding VGLT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

First Citizens Bank & Trust's VGLT Position: Q1 2024 in Review

First Citizens Bank & Trust sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2024, closing a stake of 211,734 shares — an estimated $13M sold.

First Citizens Bank & Trust first reported a position in VGLT in Q2 2023 and held it in 3 quarters. The position peaked at $13M in Q4 2023. 364 funds tracked by Wall St. Rank hold VGLT as of Q1 2024.

  • First Citizens Bank & Trust reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • First Citizens Bank & Trust sold 211,734 Vanguard Long-Term Treasury ETF shares in Q1 2024, an estimated $13M.
  • First Citizens Bank & Trust first reported a position in Vanguard Long-Term Treasury ETF in Q2 2023 and held it in 3 quarters.
  • First Citizens Bank & Trust's Vanguard Long-Term Treasury ETF position peaked at $13M in Q4 2023.
  • 364 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2024.

Based on First Citizens Bank & Trust's 13F filing for Q1 2024, filed 15 Apr 2024.