Marvin & Palmer Associates’s VanEck Vietnam ETF VNM Stock Holding History

Marvin & Palmer Associates’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
2025 Q4	–	Sell	-8,040	Closed	-$140K	–	35
2025 Q3	$140K	Buy	8,040 +2,610	+48%	+$43.9K	0.1%	27
2025 Q2	$74.7K	Buy	+5,430	New	+$68.9K	0.06%	32
2024 Q3	–	Sell	-56,595	Closed	-$787K	–	44
2024 Q2	$787K	Hold	56,595	–	–	0.81%	26
2024 Q1	$787K	Sell	56,595 -2,985	-5%	-$39.4K	0.78%	28
2023 Q4	$770K	Buy	+59,580	New	+$776K	0.86%	29
2023 Q3	–	Sell	-119,088	Closed	-$1.58M	–	37
2023 Q2	$1.58M	Buy	+119,088	New	+$1.49M	0.71%	26
2022 Q4	–	Sell	-43,040	Closed	-$572K	–	32
2022 Q3	$572K	Buy	+43,040	New	+$636K	0.35%	25
2022 Q2	–	Sell	-59,013	Closed	-$1.11M	–	35
2022 Q1	$1.11M	Sell	59,013 -63,164	-52%	-$1.24M	0.5%	28
2021 Q4	$2.6M	Hold	122,177	–	–	1.11%	24
2021 Q3	$2.35M	Hold	122,177	–	–	0.95%	24
2021 Q2	$2.54M	Hold	122,177	–	–	1.04%	24
2021 Q1	$2.21M	Hold	122,177	–	–	0.98%	26
2020 Q4	$2.07M	Buy	122,177 +4,384	+4%	+$69.4K	0.82%	26
2020 Q3	$1.75M	Hold	117,793	–	–	0.92%	27
2020 Q2	$1.58M	Buy	117,793 +25,550	+28%	+$331K	0.96%	27
2020 Q1	$963K	Hold	92,243	–	–	0.92%	26
2019 Q4	$1.48M	Hold	92,243	–	–	0.87%	26
2019 Q3	$1.5M	Sell	92,243 -66,300	-42%	-$1.06M	0.99%	24
2019 Q2	$2.54M	Buy	158,543 +48,019	+43%	+$792K	1.68%	25
2019 Q1	$1.83M	Buy	110,524 +47,025	+74%	+$757K	1.43%	25
2018 Q4	$937K	Buy	63,499 +15,970	+34%	+$247K	0.81%	26
2018 Q3	$799K	Sell	47,529 -25,095	-35%	-$408K	0.61%	26
2018 Q2	$1.16M	Hold	72,624	–	–	1.14%	23
2018 Q1	$1.42M	Sell	72,624 -12,091	-14%	-$228K	1.3%	24
2017 Q4	$1.51M	Buy	84,715 +56,765	+203%	+$922K	1.57%	26
2017 Q3	$417K	Sell	27,950 -33,115	-54%	-$486K	0.51%	33
2017 Q2	$912K	Sell	61,065 -1,715	-3%	-$24.5K	0.69%	31
2017 Q1	$880K	Buy	62,780 +7,050	+13%	+$96.2K	0.64%	33
2016 Q4	$727K	Sell	55,730 -43,710	-44%	-$605K	0.62%	34
2016 Q3	$1.5M	Buy	+99,440	New	+$1.49M	1.18%	35
2016 Q2	–	Sell	-48,700	Closed	-$682K	–	55
2016 Q1	$682K	Sell	48,700 -159,300	-77%	-$2.22M	0.79%	35
2015 Q4	$3.08M	Buy	208,000 +159,900	+332%	+$2.59M	3.15%	6
2015 Q3	$745K	Sell	48,100 -78,800	-62%	-$1.35M	0.89%	38
2015 Q2	$2.37M	Buy	+126,900	New	+$2.25M	2.24%	21
2014 Q4	–	Sell	-112,000	Closed	-$2.45M	–	72
2014 Q3	$2.45M	Hold	112,000	–	–	2.5%	9
2014 Q2	$2.33M	Buy	112,000 +12,000	+12%	+$245K	2.02%	14
2014 Q1	$2.17M	Buy	+100,000	New	+$2.12M	1.9%	18

Other funds holding VNM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BSG

Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return

JGUA

John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Marvin & Palmer Associates's VNM Position: Q4 2025 in Review

Marvin & Palmer Associates sold out of VanEck Vietnam ETF (VNM) in Q4 2025, closing a stake of 8,040 shares — an estimated $140K sold.

Marvin & Palmer Associates first reported a position in VNM in Q1 2014 and held it in 37 quarters. The position peaked at $3.08M in Q4 2015. 105 funds tracked by Wall St. Rank hold VNM as of Q4 2025.

Marvin & Palmer Associates reported no remaining VanEck Vietnam ETF position as of Q4 2025 after selling out during the quarter.
Marvin & Palmer Associates sold 8,040 VanEck Vietnam ETF shares in Q4 2025, an estimated $140K.
Marvin & Palmer Associates first reported a position in VanEck Vietnam ETF in Q1 2014 and held it in 37 quarters.
Marvin & Palmer Associates's VanEck Vietnam ETF position peaked at $3.08M in Q4 2015.
105 funds tracked by Wall St. Rank held VanEck Vietnam ETF as of Q4 2025.

Based on Marvin & Palmer Associates's 13F filing for Q4 2025, filed 11 Feb 2026.