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First Citizens Bank & Trust’s Vanguard High Dividend Yield ETF VYM Stock Holding History

First Citizens Bank & Trust’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.67M Sell
29,577
-1,427
-5% -$223K 0.07% 135
2026
Q1 		$4.59M Sell
31,004
-19
-0.1% -$2.86K 0.1% 121
2025
Q4 		$4.45M Buy
31,023
+883
+3% +$126K 0.09% 124
2025
Q3 		$4.25M Buy
30,140
+1,611
+6% +$221K 0.09% 125
2025
Q2 		$3.8M Buy
28,529
+1,796
+7% +$228K 0.07% 131
2025
Q1 		$3.45M Buy
26,733
+966
+4% +$126K 0.09% 141
2024
Q4 		$3.29M Buy
25,767
+8,109
+46% +$1.06M 0.06% 137
2024
Q3 		$2.26M Buy
17,658
+967
+6% +$119K 0.05% 179
2024
Q2 		$1.98M Sell
16,691
-556
-3% -$65.9K 0.04% 191
2024
Q1 		$2.09M Buy
17,247
+4,992
+41% +$572K 0.04% 185
2023
Q4 		$1.37M Buy
12,255
+16
+0.1% +$1.68K 0.02% 192
2023
Q3 		$1.26M Sell
12,239
-44
-0.4% -$4.72K 0.02% 180
2023
Q2 		$1.3M Buy
12,283
+6,176
+101% +$648K 0.02% 185
2023
Q1 		$644K Buy
6,107
+705
+13% +$75.8K 0.01% 206
2022
Q4 		$585K Buy
5,402
+488
+10% +$51.9K 0.02% 203
2022
Q3 		$466K Sell
4,914
-2,050
-29% -$213K 0.02% 219
2022
Q2 		$708K Sell
6,964
-1,022
-13% -$111K 0.03% 189
2022
Q1 		$896K Sell
7,986
-2,485
-24% -$277K 0.03% 182
2021
Q4 		$1.17M Buy
10,471
+2,259
+28% +$246K 0.05% 162
2021
Q3 		$849K Buy
+8,212
New +$868K 0.04% 174
2020
Q1 		– Sell
-2,800
Closed -$262K – 382
2019
Q4 		$262K Hold
2,800
– – 0.03% 276
2019
Q3 		$248K Buy
+2,800
New +$245K 0.03% 296

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

First Citizens Bank & Trust reduced its Vanguard High Dividend Yield ETF (VYM) stake by 4.6% in Q2 2026, selling an estimated $223K and leaving 29,577 shares worth $4.67M. The position accounts for 0.07% of the portfolio, ranked #135.

First Citizens Bank & Trust first reported a position in VYM in Q3 2019 and has held it in 22 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • First Citizens Bank & Trust held 29,577 shares of Vanguard High Dividend Yield ETF worth $4.67M as of Q2 2026.
  • First Citizens Bank & Trust sold 1,427 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $223K.
  • Vanguard High Dividend Yield ETF made up 0.07% of First Citizens Bank & Trust's portfolio in Q2 2026, its #135 holding.
  • First Citizens Bank & Trust first reported a position in Vanguard High Dividend Yield ETF in Q3 2019 and has held it in 22 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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