Vinfast AutoVFS

13F holders, Q2 2025 (June 30)
30holders
6new positions
6sold out
1famous investor
$3.57avg. 13F price*

At the end of Q2 2025, 30 institutions reported holding Vinfast Auto Ltd. (VFS) in their 13F filings, unchanged from Q1 2025. 6 opened new positions and 6 sold out. The largest holders were Geode Capital Management, LLC ($6.6M), UBS Group AG ($1.1M) and Susquehanna International Group, LLP ($972K). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).

Company
Vinfast Auto Ltd.
CUSIP
Y9390M103
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 39Q1 2024Q2 2024: 37Q2 2024Q3 2024: 28Q3 2024Q4 2024: 32Q4 2024Q1 2025: 30Q1 2025Q2 2025: 30Q2 2025Q3 2025: 31Q3 2025Q4 2025: 33Q4 2025Q1 2026: 30Q1 2026Q2 2026: 32Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions6$155K
Exits6$147K

All 13F filers, Q1 2025 → Q2 2025: 92,790 shares bought and 533,707 shares sold, net −440,917 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 30 holders

Geode Capital Management, LLC 0.00% Reduce -6.7% 1,862,392 $6.6M
UBS Group AG 0.00% Reduce -10.6% 319,442 $1.1M
Susquehanna International Group, LLP 0.00% Reduce -19.3% 272,257 $972K
Tidal Investments LLC 0.00% Reduce -7.5% 194,094 $693K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -46.4% 77,381 $276K
Goldman Sachs Group Inc. 0.00% Reduce -56.7% 58,265 $208K
SBI Securities Co., Ltd. 0.01% Add +28.6% 51,107 $182K
Weiss Asset Management LP 0.00% No change 49,699 $177K
Simplex Trading, LLC 0.00% Add +28.8% 46,418 $165K
Millennium Management 0.00% Add +20.0% 35,520 $127K
Mariner, LLC 0.00% Add +95.5% 34,181 $122K
Morgan Stanley 0.00% Reduce -52.8% 34,140 $122K
Bank of America Corp. 0.00% Add +4.4% 32,368 $116K
Lido Advisors, LLC 0.00% No change 25,555 $91K
State Street Corp. 0.00% Reduce -36.0% 24,794 $89K
Engineers Gate Manager LP 0.00% Add +13.8% 19,789 $71K
State of Wyoming 0.01% New 17,714 $63K
Jane Street Group, LLC 0.00% New 14,473 $52K
Tower Research Capital LLC (TRC) 0.00% New 5,684 $20K
Binnacle Investments Inc 0.01% No change 5,000 $18K
Federation des caisses Desjardins du Quebec 0.00% Reduce -71.7% 3,620 $13K
National Bank of Canada 0.00% New 3,500 $12K
Caitong International Asset Management Co., Ltd 0.01% Add +83.9% 2,850 $10K
Citigroup Inc. 0.00% Reduce -92.4% 2,543 $9K
Osaic Holdings, Inc. 0.00% No change 1,584 $6K
Jones Financial Companies LLLP 0.00% New 1,000 $4K
Raymond James Financial Inc. 0.00% New 1,000 $4K
Royal Bank of Canada 0.00% No change 965 $3K
Highbridge Capital Management LLC 0.00% No change 180 $643
Toth Financial Advisory Corp. 0.00% No change 13 $47

"% of holder's portfolio" is VFS's weight in each manager's 13F, not the share of Vinfast Auto Ltd. the manager owns.