VFS

Vinfast Auto Ltd Cross-source read$3.21 6.64%
Consumer DiscretionaryCUSIP Y9390M103· EOD Sep 11, 2026

Among active 13F managers last quarter, 3 opened and 5 added, while 3 reduced; the largest holder to move was Lazard Asset Management LLC (+3.2%). No open-market insider trades in the last 180 days.

Tracked 13F holders
30
13 in Q2 2026 filings
13F value (tracked)
$13.4M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
8 adding · 3 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$3.21 6.64%5Y -67.0%
$2.32$14.92$27.52$40.12$52.7220212022202320242025202656384475545664566967654
Hover for who · click for detailEnd-of-day closing prices52w $2.81 – $4.76

Who owns VFS?

30 tracked 13F filers · ranked by shares held

30 tracked 13F filers disclose a position in VFS as of the latest SEC 13F filings, a combined $13.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Geode Capital Management, LLC2.1M
$6.5M
+2.4%
Added · +49K sh
Q2 2026
2Tidal Investments LLC434K
$1.4M
+1.1%
Added · +5K sh
Q2 2026
3Goldman Sachs Group Inc215K
$830K
+38%
Added · +59K sh
Q1 2026
4Susquehanna International Group, LLP190K
$732K
−47%
Reduced · −165K sh
Q1 2026
5Bank Of America Corp189K
$728K
+525%
Added · +159K sh
Q1 2026
6Lazard Asset Management LLC185K
$714K
+3.2%
Added · +6K sh
Q1 2026
7UBS Group AG129K
$498K
+9.2%
Added · +11K sh
Q1 2026
8Mitsubishi UFJ Asset Management Co., Ltd.84K
$325K
−3.0%
Reduced · −3K sh
Q1 2026
9Vident Advisory, LLC79K
$247K
−56%
Reduced · −99K sh
Q2 2026
10State Street Corp54K
$169K
+87%
Added · +25K sh
Q2 2026
11XTX Topco Ltd50K
$192K
+125%
Added · +28K sh
Q1 2026
12SBI Securities Co., Ltd.45K
$139K
−2.3%
Reduced · −1K sh
Q2 2026
13National Bank Of Canada42K
$162K
+10%
Added · +4K sh
Q1 2026
14Blue Trust, Inc.39K
$121K
+8.4%
Added · +3K sh
Q2 2026
15Renaissance Technologies LLC31K
$120K
+157%
Added · +19K sh
Q1 2026
16IMC-Chicago, LLC24K
$91K
New
+24K sh
Q1 2026
17Engineers Gate Manager LP23K
$73K
New
+23K sh
Q2 2026
18Simplex Trading, LLC22K
$86K
+331%
Added · +17K sh
Q1 2026
19Walleye Capital LLC20K
$61K
Added
Added · +20K sh
Q2 2026
20Group One Trading LLC18K
$58K
New
+18K sh
Q2 2026
21Point72 Asset Management, L.P.16K
$51K
New
+16K sh
Q2 2026
22Mariner, LLC16K
$63K
−55%
Reduced · −20K sh
Q1 2026
23Morgan Stanley12K
$44K
−43%
Reduced · −9K sh
Q1 2026
24Federation des caisses Desjardins du Quebec3K
$9K
Held
Q2 2026
25Jones Financial Companies LLLP2K
$7K
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is VFS being bought or sold by institutions?

Last quarter, 3 funds opened a new position in VFS and 5 added to an existing one, while 3 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
3
funds took a first position
Added
5
added to an existing position
Reduced
3
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own VFS also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA12 funds$13.2B
Alphabet Inc-CL AGOOGL12 funds$6.4B
Visa Inc-Class A SharesV12 funds$3.4B
Micron Technology IncMU12 funds$2.8B
Eli Lilly & CoLLY12 funds$2.7B
JPMorgan Chase & CoJPM12 funds$2.5B
Advanced Micro DevicesAMD12 funds$2.2B
Texas Instruments IncTXN12 funds$1.7B
Bank Of America CorpBAC12 funds$1.6B
Chevron CorpCVX12 funds$1.6B
Unitedhealth Group IncUNH12 funds$1.5B
Intel CorpINTC12 funds$1.4B

Ranked by how many of VFS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in VFS.

Insider activity (Form 4)

Full insider page →

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
146
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0
Sector rotation
VFS is in Consumer Discretionary, which smart money is rotating OUT OF
$12.8B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

13 tracked filers in Q2 2026 filingsstill filing
01632Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $8.8M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
VFSthis pageSHS30 funds$13.4M
VFSWWWARRANT5 funds$283K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

4 most recent

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Connected entities for VFS

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Ask your agent what changed in VFS

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/VFS/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for VFS.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for VFS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.