HSBC Holdings
VBR icon

HSBC Holdings’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

HSBC Holdings’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$406K Hold
1,670
– – ﹤0.01% 2379
2026
Q1 		$363K Hold
1,670
– – ﹤0.01% 2369
2025
Q4 		$354K Buy
+1,670
New +$350K ﹤0.01% 2457
2025
Q3 		– Sell
-1,813
Closed -$354K – 3158
2025
Q2 		$354K Hold
1,813
– – ﹤0.01% 2342
2025
Q1 		$338K Sell
1,813
-292
-14% -$57.7K ﹤0.01% 2308
2024
Q4 		$417K Buy
2,105
+168
+9% +$34.5K ﹤0.01% 2286
2024
Q3 		$389K Sell
1,937
-2,085
-52% -$401K ﹤0.01% 2156
2024
Q2 		$734K Buy
4,022
+2,248
+127% +$415K ﹤0.01% 1804
2024
Q1 		$340K Sell
1,774
-1,928
-52% -$348K ﹤0.01% 2350
2023
Q4 		$666K Buy
3,702
+2,120
+134% +$346K ﹤0.01% 1935
2023
Q3 		$252K Hold
1,582
– – ﹤0.01% 2295
2023
Q2 		$262K Hold
1,582
– – ﹤0.01% 2210
2023
Q1 		$251K Hold
1,582
– – ﹤0.01% 2298
2022
Q4 		$251K Hold
1,582
– – ﹤0.01% 2656
2022
Q3 		$227K Buy
1,582
+206
+15% +$32.7K ﹤0.01% 2569
2022
Q2 		$206K Buy
+1,376
New +$226K ﹤0.01% 2874

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HSBC Holdings's VBR Position: Q2 2026 in Review

HSBC Holdings held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 1,670 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #2379.

HSBC Holdings first reported a position in VBR in Q2 2022 and has held it in 16 quarters since. The position peaked at $734K in Q2 2024. 1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • HSBC Holdings held 1,670 shares of Vanguard Morningstar Small-Cap Value ETF worth $406K as of Q2 2026.
  • HSBC Holdings left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of HSBC Holdings's portfolio in Q2 2026, its #2379 holding.
  • HSBC Holdings first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2022 and has held it in 16 quarters since.
  • HSBC Holdings's Vanguard Morningstar Small-Cap Value ETF position peaked at $734K in Q2 2024.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.