HSBC Holdings
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HSBC Holdings’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

HSBC Holdings’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.19M Sell
14,828
-1,600
-10% -$124K ﹤0.01% 1848
2026
Q1 		$1.18M Buy
16,428
+8,108
+97% +$602K ﹤0.01% 1781
2025
Q4 		$604K Buy
+8,320
New +$605K ﹤0.01% 2215
2013
Q3 		– Sell
-23,640
Closed -$562K – 1784
2013
Q2 		$562K Buy
+23,640
New +$561K ﹤0.01% 1185

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UBS Group
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Morgan Stanley
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Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HSBC Holdings's VO Position: Q2 2026 in Review

HSBC Holdings reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 9.7% in Q2 2026, selling an estimated $124K and leaving 14,828 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1848.

HSBC Holdings first reported a position in VO in Q2 2013 and has held it in 4 quarters since. 2,483 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • HSBC Holdings held 14,828 shares of Vanguard Morningstar Mid-Cap ETF worth $1.19M as of Q2 2026.
  • HSBC Holdings sold 1,600 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $124K.
  • Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of HSBC Holdings's portfolio in Q2 2026, its #1848 holding.
  • HSBC Holdings first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 4 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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