John Overdeck’s VF Corp VFC Stock Holding History

John Overdeck’s Portfolio VFC Stock Details VFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-47,000	Closed	-$3.44M	–	4379
2021 Q4	$3.44M	Buy	47,000 +18,000	+62%	+$1.31M	0.01%	1462
2021 Q3	$1.94M	Buy	29,000 +19,000	+190%	+$1.46M	﹤0.01%	2022
2021 Q2	$820K	Sell	10,000 -24,500	-71%	-$2.04M	﹤0.01%	2657
2021 Q1	$2.76M	Buy	+34,500	New	+$2.8M	0.01%	1457
2019 Q4	–	Sell	-7,400	Closed	-$659K	–	4008
2019 Q3	$659K	Buy	+7,400	New	+$632K	﹤0.01%	2335
2019 Q1	–	Sell	-6,372	Closed	-$428K	–	3498
2018 Q4	$428K	Buy	+6,372	New	+$487K	﹤0.01%	2210
2018 Q3	–	Sell	-27,612	Closed	-$2.12M	–	3623
2018 Q2	$2.12M	Buy	27,612 +19,116	+225%	+$1.44M	0.01%	1569
2018 Q1	$593K	Buy	+8,496	New	+$614K	﹤0.01%	2369
2017 Q3	–	Sell	-26,550	Closed	-$1.44M	–	3227
2017 Q2	$1.44M	Buy	26,550 +5,098	+24%	+$263K	0.01%	1653
2017 Q1	$1.11M	Buy	21,452 +11,894	+124%	+$587K	﹤0.01%	1852
2016 Q4	$480K	Buy	+9,558	New	+$496K	﹤0.01%	2532
2016 Q3	–	Sell	-13,806	Closed	-$799K	–	3405
2016 Q2	$799K	Buy	+13,806	New	+$817K	﹤0.01%	1919
2015 Q4	–	Sell	-42,480	Closed	-$2.73M	–	3015
2015 Q3	$2.73M	Buy	42,480 +32,922	+344%	+$2.26M	0.01%	724
2015 Q2	$628K	Buy	9,558 +5,310	+125%	+$359K	﹤0.01%	1973
2015 Q1	$301K	Buy	+4,248	New	+$294K	﹤0.01%	2264

Other funds holding VFC

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

John Overdeck's VFC Position: Q2 2026 in Review

John Overdeck increased its VF Corp (VFC) stake by 45% in Q2 2026, buying an estimated $10.1M and bringing the position to 1,810,682 shares worth $30.2M. The position accounts for 0.02% of the portfolio, ranked #799.

John Overdeck first reported a position in VFC in Q2 2013 and has held it in 36 quarters since. The position peaked at $174M in Q3 2018. 548 funds tracked by Wall St. Rank hold VFC as of Q2 2026.

John Overdeck held 1,810,682 shares of VF Corp worth $30.2M as of Q2 2026.
John Overdeck bought 563,852 VF Corp shares in Q2 2026, an estimated $10.1M.
VF Corp made up 0.02% of John Overdeck's portfolio in Q2 2026, its #799 holding.
John Overdeck first reported a position in VF Corp in Q2 2013 and has held it in 36 quarters since.
John Overdeck's VF Corp position peaked at $174M in Q3 2018.
548 funds tracked by Wall St. Rank held VF Corp as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.