VFS — VINFAST AUTO LTD
As of Q2 2026, 10 SEC-registered investment managers reported holding VFS (VINFAST AUTO LTD) in their latest 13F filings, with a combined reported value of $8.91M across 2.85M shares. That is -4.6% by share count (-139.00K shares) versus the previous quarter, while reported value moved -22.7%. Ownership is concentrated: the five largest holders account for 92.5% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 4 added to existing stakes, 4 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
VFS is classified in the Industrials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Geode Capital Management history | Q2 2026 | 2.08M | $6.49M | 0.00% | Add |
| Lazard Asset Management history | Q2 2026 | 187.49K | $584.98K | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 161.80K | $504.82K | 0.00% | Reduce |
| Renaissance Technologies history | Q2 2026 | 130.30K | $406.54K | 0.00% | Add |
| Millennium Management history | Q2 2026 | 79.02K | $246.54K | 0.00% | New |
| UBS Group AG history | Q2 2026 | 71.58K | $223.34K | 0.00% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 58.81K | $183.48K | 0.00% | Reduce |
| Bank of America Corp history | Q2 2026 | 50.53K | $157.65K | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q1 2024 | 24.21K | $120.31K | 0.00% | New |
| D. E. Shaw & Co history | Q3 2024 | 20.53K | $78.43K | 0.00% | New |
| Balyasny Asset Management history | Q1 2026 | 14.80K | $56.98K | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 18.15K | $56.62K | 0.00% | Add |
| Point72 Asset Management history | Q2 2026 | 16.43K | $51.27K | 0.00% | New |
| Marshall Wace history | Q3 2025 | 11.91K | $38.36K | 0.00% | New |
| Citigroup Inc history | Q3 2025 | 2.31K | $7.45K | 0.00% | Reduce |
| Wells Fargo & Co history | Q1 2026 | 2 | $8 | 0.00% | New |
New Positions (Q2 2026)
- Millennium Management 79.02K sh · $246.54K
- Point72 Asset Management 16.43K sh · $51.27K
Fully Exited (vs previous quarter)
- Balyasny Asset Management sold 14.80K sh · $56.98K
- Wells Fargo & Co sold 2 sh · $8
Fund Position History — shares by quarter (top 16 funds)
| Fund | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Geode Capital Management | 683.90K | 1.84M | 1.91M | 1.93M | 1.93M | 1.92M | 2.00M | 1.86M | 1.99M | 1.99M | 2.03M | 2.08M |
| Lazard Asset Management | — | — | — | — | — | — | — | — | — | 179.59K | 185.33K | 187.49K |
| Citadel Advisors | 810.79K | 66.01K | 131.10K | 94.80K | 141.40K | 268.60K | 180.80K | 98.20K | 130.90K | 115.30K | 185.71K | 161.80K |
| Renaissance Technologies | — | — | — | — | — | — | — | — | — | 12.10K | 31.10K | 130.30K |
| Millennium Management | 118.21K | 47.79K | 28.04K | 20.69K | 63.32K | 40.34K | 29.60K | 35.52K | 20.45K | 227.95K | — | 79.02K |
| UBS Group AG | 900 | 330.89K | 1.16K | 6.66K | 2.69K | 220.61K | 357.12K | 319.44K | 237.14K | 118.35K | 129.26K | 71.58K |
| Goldman Sachs Group | — | — | 335.00K | — | 12.28K | 354.47K | 134.64K | 58.27K | 83.68K | 156.60K | 215.47K | 58.81K |
| Bank of America Corp | 150.00K | 31.21K | 413.45K | 326.85K | 495.95K | 31.00K | 31.00K | 32.37K | 75.19K | 30.24K | 189.10K | 50.53K |
| Morgan Stanley | 392.22K | 1.18M | 73.45K | 55.47K | 58.02K | 46.48K | 72.35K | 34.14K | 28.11K | 20.34K | 11.55K | 18.15K |
| Point72 Asset Management | — | — | — | — | — | — | — | — | — | — | — | 16.43K |
| Balyasny Asset Management | — | — | 34.98K | 10.77K | — | — | — | — | 50.00K | 50.00K | 14.80K | — |
| Citigroup Inc | — | 8.47K | 4.93K | — | — | 5.90K | 33.66K | 2.54K | 2.31K | — | — | — |
| Marshall Wace | — | — | — | — | — | — | — | — | 11.91K | — | — | — |
| Wells Fargo & Co | — | — | — | — | — | — | — | — | — | — | 2 | — |
| JPMorgan Chase & Co | — | — | 24.21K | — | — | — | — | — | — | — | — | — |
| D. E. Shaw & Co | — | — | — | — | 20.53K | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details