First Citizens Bank & Trust
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First Citizens Bank & Trust’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

First Citizens Bank & Trust’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.85M Buy
23,567
+8,499
+56% +$691K 0.03% 246
2026
Q2 		$1.21M Sell
15,068
-1,436
-9% -$111K 0.02% 291
2026
Q1 		$1.18M Sell
16,504
-4,548
-22% -$338K 0.03% 280
2025
Q4 		$1.53M Buy
21,052
+6,960
+49% +$506K 0.03% 234
2025
Q3 		$1.03M Buy
14,092
+3,496
+33% +$251K 0.02% 282
2025
Q2 		$741K Sell
10,596
-2,564
-19% -$168K 0.01% 331
2025
Q1 		$851K Sell
13,160
-424
-3% -$28.5K 0.02% 255
2024
Q4 		$897K Buy
13,584
+1,688
+14% +$115K 0.02% 248
2024
Q3 		$785K Sell
11,896
-900
-7% -$56.5K 0.02% 265
2024
Q2 		$774K Sell
12,796
-88
-0.7% -$5.35K 0.01% 266
2024
Q1 		$805K Sell
12,884
-2,916
-18% -$172K 0.02% 262
2023
Q4 		$919K Sell
15,800
-560
-3% -$29.9K 0.02% 207
2023
Q3 		$852K Sell
16,360
-2,280
-12% -$125K 0.02% 205
2023
Q2 		$1.03M Sell
18,640
-4,300
-19% -$225K 0.02% 197
2023
Q1 		$1.21M Buy
22,940
+6,660
+41% +$354K 0.02% 174
2022
Q4 		$829K Sell
16,280
-7,404
-31% -$377K 0.03% 187
2022
Q3 		$1.11M Buy
23,684
+6,524
+38% +$341K 0.04% 173
2022
Q2 		$845K Buy
17,160
+2,020
+13% +$109K 0.03% 177
2022
Q1 		$900K Buy
15,140
+980
+7% +$57.5K 0.04% 181
2021
Q4 		$902K Buy
14,160
+504
+4% +$31.6K 0.04% 179
2021
Q3 		$808K Buy
13,656
+8,660
+173% +$523K 0.04% 177
2021
Q2 		$296K Sell
4,996
-140
-3% -$8.11K 0.01% 295
2021
Q1 		$284K Sell
5,136
-728
-12% -$39.5K 0.01% 314
2020
Q4 		$303K Buy
5,864
+296
+5% +$14.3K 0.02% 269
2020
Q3 		$245K Buy
+5,568
New +$243K 0.02% 295

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MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $626M AUM 18.31% 1-Year Est. Return

First Citizens Bank & Trust's VO Position: Q3 2026 in Review

First Citizens Bank & Trust increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 56% in Q3 2026, buying an estimated $691K and bringing the position to 23,567 shares worth $1.85M. The position accounts for 0.03% of the portfolio, ranked #246.

First Citizens Bank & Trust first reported a position in VO in Q3 2020 and has held it in 25 quarters since. 426 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • First Citizens Bank & Trust held 23,567 shares of Vanguard Morningstar Mid-Cap ETF worth $1.85M as of Q3 2026.
  • First Citizens Bank & Trust bought 8,499 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $691K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.03% of First Citizens Bank & Trust's portfolio in Q3 2026, its #246 holding.
  • First Citizens Bank & Trust first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2020 and has held it in 25 quarters since.
  • 426 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on First Citizens Bank & Trust's 13F filing for Q3 2026, filed 14 Oct 2026.