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

HSBC Holdings’s Portfolio VOE Stock Details VOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$378K	Hold	2,052	–	–	﹤0.01%	2350
2025 Q4	$364K	Buy	+2,052	New	+$359K	﹤0.01%	2439
2025 Q3	–	Sell	-2,226	Closed	-$366K	–	3165
2025 Q2	$366K	Hold	2,226	–	–	﹤0.01%	2321
2025 Q1	$357K	Sell	2,226 -556	-20%	-$90.9K	﹤0.01%	2268
2024 Q4	$450K	Buy	2,782 +421	+18%	+$71K	﹤0.01%	2250
2024 Q3	$396K	Sell	2,361 -2,569	-52%	-$408K	﹤0.01%	2145
2024 Q2	$742K	Buy	4,930 +2,760	+127%	+$419K	﹤0.01%	1800
2024 Q1	$338K	Hold	2,170	–	–	﹤0.01%	2359
2023 Q4	$315K	Buy	2,170 +302	+16%	+$40.6K	﹤0.01%	2264
2023 Q3	$245K	Hold	1,868	–	–	﹤0.01%	2319
2023 Q2	$258K	Hold	1,868	–	–	﹤0.01%	2219
2023 Q1	$250K	Hold	1,868	–	–	﹤0.01%	2301
2022 Q4	$253K	Hold	1,868	–	–	﹤0.01%	2651
2022 Q3	$227K	Buy	1,868 +232	+14%	+$31.4K	﹤0.01%	2570
2022 Q2	$212K	Buy	+1,636	New	+$231K	﹤0.01%	2853

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HSBC Holdings's VOE Position: Q1 2026 in Review

HSBC Holdings held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q1 2026 at 2,052 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #2350.

HSBC Holdings first reported a position in VOE in Q2 2022 and has held it in 15 quarters since. The position peaked at $742K in Q2 2024. 1,219 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

HSBC Holdings held 2,052 shares of Vanguard Morningstar Mid-Cap Value ETF worth $378K as of Q1 2026.
HSBC Holdings left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q1 2026.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #2350 holding.
HSBC Holdings first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2022 and has held it in 15 quarters since.
HSBC Holdings's Vanguard Morningstar Mid-Cap Value ETF position peaked at $742K in Q2 2024.
1,219 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.