Institute for Wealth Management’s VanEck Vietnam ETF VNM Stock Holding History

Institute for Wealth Management’s Portfolio VNM Stock Details VNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$144K	Buy	+7,820	New	+$145K	0.01%	600
2022 Q4	–	Sell	-10,261	Closed	-$136K	–	475
2022 Q3	$136K	Sell	10,261 -350	-3%	-$5.17K	0.03%	432
2022 Q2	$153K	Hold	10,611	–	–	0.03%	502
2022 Q1	$200K	Hold	10,611	–	–	0.03%	517
2021 Q4	$225K	Buy	+10,611	New	+$216K	0.04%	446
2020 Q1	–	Sell	-6,314	Closed	-$101K	–	669
2019 Q4	$101K	Buy	+6,314	New	+$102K	0.02%	475

Other funds holding VNM

CacheTech Inc Logan, Utah $618M AUM 37.94% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JGUA

John G. Ullman & Associates Corning, New York $824M AUM 78.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Institute for Wealth Management's VNM Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in VanEck Vietnam ETF (VNM) in Q2 2026: 7,820 shares worth $144K. The stake represents 0.01% of the portfolio and ranks #600 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in VNM as recently as Q3 2022.

Institute for Wealth Management first reported a position in VNM in Q4 2019 and has held it in 6 quarters since. The position peaked at $225K in Q4 2021. 96 funds tracked by Wall St. Rank hold VNM as of Q2 2026.

Institute for Wealth Management held 7,820 shares of VanEck Vietnam ETF worth $144K as of Q2 2026.
VanEck Vietnam ETF was a new Institute for Wealth Management position in Q2 2026.
VanEck Vietnam ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #600 holding.
Institute for Wealth Management first reported a position in VanEck Vietnam ETF in Q4 2019 and has held it in 6 quarters since.
Institute for Wealth Management's VanEck Vietnam ETF position peaked at $225K in Q4 2021.
96 funds tracked by Wall St. Rank held VanEck Vietnam ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.