Geode Capital Management
VFS icon

Geode Capital Management’s VinFast Auto VFS Stock Holding History

Geode Capital Management’s Portfolio VFS Stock Details VFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.49M Buy
2,080,517
+49,204
+2% +$185K ﹤0.01% 2771
2026
Q1 		$7.82M Buy
2,031,313
+40,168
+2% +$131K ﹤0.01% 2511
2025
Q4 		$6.65M Sell
1,991,145
-2,737
-0.1% -$9.13K ﹤0.01% 2616
2025
Q3 		$6.42M Buy
1,993,882
+131,490
+7% +$451K ﹤0.01% 2656
2025
Q2 		$6.65M Sell
1,862,392
-133,841
-7% -$454K ﹤0.01% 2587
2025
Q1 		$6.35M Buy
1,996,233
+73,405
+4% +$273K ﹤0.01% 2540
2024
Q4 		$7.75M Sell
1,922,828
-8,997
-0.5% -$36.4K ﹤0.01% 2516
2024
Q3 		$7.38M Buy
1,931,825
+4,638
+0.2% +$18.4K ﹤0.01% 2546
2024
Q2 		$8.29M Buy
1,927,187
+12,540
+0.7% +$48.9K ﹤0.01% 2444
2024
Q1 		$9.52M Buy
1,914,647
+76,366
+4% +$429K ﹤0.01% 2351
2023
Q4 		$15.4M Buy
1,838,281
+1,154,380
+169% +$7.92M ﹤0.01% 2069
2023
Q3 		$8.55M Buy
+683,901
New +$17.9M ﹤0.01% 2362

Other funds holding VFS

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Geode Capital Management's VFS Position: Q2 2026 in Review

Geode Capital Management increased its VinFast Auto (VFS) stake by 2.4% in Q2 2026, buying an estimated $185K and bringing the position to 2,080,517 shares worth $6.49M. The position accounts for ﹤0.01% of the portfolio, ranked #2771.

Geode Capital Management first reported a position in VFS in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.4M in Q4 2023. 32 funds tracked by Wall St. Rank hold VFS as of Q2 2026.

  • Geode Capital Management held 2,080,517 shares of VinFast Auto worth $6.49M as of Q2 2026.
  • Geode Capital Management bought 49,204 VinFast Auto shares in Q2 2026, an estimated $185K.
  • VinFast Auto made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #2771 holding.
  • Geode Capital Management first reported a position in VinFast Auto in Q3 2023 and has held it in 12 quarters since.
  • Geode Capital Management's VinFast Auto position peaked at $15.4M in Q4 2023.
  • 32 funds tracked by Wall St. Rank held VinFast Auto as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.