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North of South Capital’s Vipshop VIPS Stock Holding History

North of South Capital’s Portfolio VIPS Stock Details VIPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,262,683
Closed -$40M – 31
2025
Q4 		$40M Sell
2,262,683
-1,093,316
-33% -$21M 3.6% 11
2025
Q3 		$65.9M Buy
3,355,999
+131,784
+4% +$2.19M 6.33% 7
2025
Q2 		$48.5M Sell
3,224,215
-768,983
-19% -$10.9M 5.1% 9
2025
Q1 		$62.6M Buy
3,993,198
+195,346
+5% +$2.95M 6.99% 6
2024
Q4 		$51.2M Sell
3,797,852
-214,047
-5% -$3.07M 6.21% 8
2024
Q3 		$63.1M Buy
4,011,899
+1,828,946
+84% +$24.5M 9.57% 4
2024
Q2 		$28.4M Buy
+2,182,953
New +$34.7M 7.36% 4

Other funds holding VIPS

Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

North of South Capital's VIPS Position: Q1 2026 in Review

North of South Capital sold out of Vipshop (VIPS) in Q1 2026, closing a stake of 2,262,683 shares — an estimated $40M sold.

North of South Capital first reported a position in VIPS in Q2 2024 and held it in 7 quarters. The position peaked at $65.9M in Q3 2025. 278 funds tracked by Wall St. Rank hold VIPS as of Q1 2026.

  • North of South Capital reported no remaining Vipshop position as of Q1 2026 after selling out during the quarter.
  • North of South Capital sold 2,262,683 Vipshop shares in Q1 2026, an estimated $40M.
  • North of South Capital first reported a position in Vipshop in Q2 2024 and held it in 7 quarters.
  • North of South Capital's Vipshop position peaked at $65.9M in Q3 2025.
  • 278 funds tracked by Wall St. Rank held Vipshop as of Q1 2026.

Based on North of South Capital's 13F filing for Q1 2026, filed 20 Apr 2026.