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First Citizens Investor Services’s Vanguard Core Bond ETF VCRB Stock Holding History

First Citizens Investor Services’s Portfolio VCRB Stock Details VCRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$29.5M Buy
379,326
+10,033
+3% +$786K 11.27% 4
2025
Q3 		$29M Buy
+369,293
New +$28.7M 11.19% 4

Other funds holding VCRB

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return
SHWM
Smith & Howard Wealth Management Atlanta, Georgia $503M AUM 15.12% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

First Citizens Investor Services's VCRB Position: Q4 2025 in Review

First Citizens Investor Services increased its Vanguard Core Bond ETF (VCRB) stake by 2.7% in Q4 2025, buying an estimated $786K and bringing the position to 379,326 shares worth $29.5M. The position accounts for 11.27% of the portfolio, ranked #4.

First Citizens Investor Services first reported a position in VCRB in Q3 2025 and has held it in 2 quarters since. 245 funds tracked by Wall St. Rank hold VCRB as of Q4 2025.

  • First Citizens Investor Services held 379,326 shares of Vanguard Core Bond ETF worth $29.5M as of Q4 2025.
  • First Citizens Investor Services bought 10,033 Vanguard Core Bond ETF shares in Q4 2025, an estimated $786K.
  • Vanguard Core Bond ETF made up 11.27% of First Citizens Investor Services's portfolio in Q4 2025, its #4 holding.
  • First Citizens Investor Services first reported a position in Vanguard Core Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 245 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q4 2025.

Based on First Citizens Investor Services's 13F filing for Q4 2025, filed 30 Jan 2026.