Vanguard Personalized Indexing Management
HSBC icon

Vanguard Personalized Indexing Management’s HSBC HSBC Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio HSBC Stock Details HSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.4M Buy
140,755
+11,267
+9% +$1.03M 0.11% 139
2026
Q1 		$10.7M Sell
129,488
-1,363
-1% -$115K 0.1% 163
2025
Q4 		$10.3M Buy
130,851
+6,016
+5% +$430K 0.1% 164
2025
Q3 		$8.86M Buy
124,835
+7,196
+6% +$468K 0.09% 181
2025
Q2 		$7.15M Buy
117,639
+8,932
+8% +$508K 0.08% 208
2025
Q1 		$6.24M Buy
108,707
+12,028
+12% +$658K 0.09% 190
2024
Q4 		$4.78M Buy
96,679
+11,383
+13% +$528K 0.07% 224
2024
Q3 		$3.85M Buy
85,296
+4,023
+5% +$174K 0.06% 274
2024
Q2 		$3.54M Buy
81,273
+15,513
+24% +$668K 0.07% 256
2024
Q1 		$2.59M Buy
65,760
+10,882
+20% +$425K 0.06% 317
2023
Q4 		$2.22M Sell
54,878
-1,950
-3% -$75.5K 0.06% 317
2023
Q3 		$2.24M Buy
56,828
+2,955
+5% +$116K 0.07% 285
2023
Q2 		$2.13M Buy
53,873
+7,965
+17% +$297K 0.07% 295
2023
Q1 		$1.57M Buy
45,908
+4,927
+12% +$177K 0.05% 365
2022
Q4 		$1.28M Sell
40,981
-3,627
-8% -$103K 0.05% 414
2022
Q3 		$1.16M Sell
44,608
-2,569
-5% -$79.8K 0.05% 416
2022
Q2 		$1.54M Buy
47,177
+9,949
+27% +$323K 0.07% 271
2022
Q1 		$1.27M Buy
37,228
+15,280
+70% +$527K 0.06% 329
2021
Q4 		$662K Buy
21,948
+7,653
+54% +$223K 0.04% 585
2021
Q3 		$374K Buy
14,295
+1,747
+14% +$47.6K 0.03% 670
2021
Q2 		$362K Buy
12,548
+724
+6% +$22.1K 0.04% 651
2021
Q1 		$345K Sell
11,824
-1,133
-9% -$32.4K 0.05% 448
2020
Q4 		$336K Buy
+12,957
New +$308K 0.07% 327

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Personalized Indexing Management's HSBC Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its HSBC (HSBC) stake by 8.7% in Q2 2026, buying an estimated $1.03M and bringing the position to 140,755 shares worth $13.4M. The position accounts for 0.11% of the portfolio, ranked #139.

Vanguard Personalized Indexing Management first reported a position in HSBC in Q4 2020 and has held it in 23 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Vanguard Personalized Indexing Management held 140,755 shares of HSBC worth $13.4M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 11,267 HSBC shares in Q2 2026, an estimated $1.03M.
  • HSBC made up 0.11% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #139 holding.
  • Vanguard Personalized Indexing Management first reported a position in HSBC in Q4 2020 and has held it in 23 quarters since.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.