First Citizens Bank & Trust’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$263K	Buy	+765	New	+$255K	﹤0.01%	585
2024 Q2	–	Sell	-1,885	Closed	-$452K	–	475
2024 Q1	$452K	Buy	+1,885	New	+$431K	0.01%	325

Other funds holding VV

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

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

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

First Citizens Bank & Trust opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 765 shares worth $263K. The stake represents ﹤0.01% of the portfolio and ranks #585 among its holdings. This is a return to the name: First Citizens Bank & Trust previously reported a position in VV as recently as Q1 2024.

First Citizens Bank & Trust first reported a position in VV in Q1 2024 and has held it in 2 quarters since. The position peaked at $452K in Q1 2024. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

First Citizens Bank & Trust held 765 shares of Vanguard Morningstar Large-Cap ETF worth $263K as of Q2 2026.
Vanguard Morningstar Large-Cap ETF was a new First Citizens Bank & Trust position in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #585 holding.
First Citizens Bank & Trust first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2024 and has held it in 2 quarters since.
First Citizens Bank & Trust's Vanguard Morningstar Large-Cap ETF position peaked at $452K in Q1 2024.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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