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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$256K	Buy	835 +38	+5%	+$11K	﹤0.01%	588
2026 Q1	$205K	Buy	+797	New	+$219K	﹤0.01%	624
2025 Q4	–	Sell	-716	Closed	-$210K	–	682
2025 Q3	$210K	Hold	716	–	–	﹤0.01%	614
2025 Q2	$204K	Buy	+716	New	+$185K	﹤0.01%	603

Other funds holding VOT

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

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

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

First Citizens Bank & Trust increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 4.8% in Q2 2026, buying an estimated $11K and bringing the position to 835 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

First Citizens Bank & Trust first reported a position in VOT in Q2 2025 and has held it in 4 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

First Citizens Bank & Trust held 835 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $256K as of Q2 2026.
First Citizens Bank & Trust bought 38 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $11K.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #588 holding.
First Citizens Bank & Trust first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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