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

First Citizens Bank & Trust’s Portfolio VOE Stock Details VOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$470K	Buy	2,377 +91	+4%	+$17.6K	0.01%	478
2026 Q1	$421K	Buy	2,286 +146	+7%	+$27.3K	0.01%	469
2025 Q4	$380K	Sell	2,140 -94	-4%	-$16.5K	0.01%	496
2025 Q3	$390K	Sell	2,234 -369	-14%	-$62.8K	0.01%	486
2025 Q2	$428K	Buy	2,603 +49	+2%	+$7.76K	0.01%	470
2025 Q1	$410K	Buy	2,554 +1,282	+101%	+$210K	0.01%	336
2024 Q4	$206K	Sell	1,272 -41	-3%	-$6.92K	﹤0.01%	458
2024 Q3	$220K	Buy	+1,313	New	+$209K	﹤0.01%	434
2022 Q2	–	Sell	-1,344	Closed	-$201K	–	449
2022 Q1	$201K	Hold	1,344	–	–	0.01%	413
2021 Q4	$202K	Buy	+1,344	New	+$197K	0.01%	419

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

First Citizens Bank & Trust increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 4% in Q2 2026, buying an estimated $17.6K and bringing the position to 2,377 shares worth $470K. The position accounts for 0.01% of the portfolio, ranked #478.

First Citizens Bank & Trust first reported a position in VOE in Q4 2021 and has held it in 10 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

First Citizens Bank & Trust held 2,377 shares of Vanguard Morningstar Mid-Cap Value ETF worth $470K as of Q2 2026.
First Citizens Bank & Trust bought 91 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $17.6K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #478 holding.
First Citizens Bank & Trust first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 10 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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