Polymer Capital Management (HK)’s VanEck Vietnam ETF VNM Stock Holding History

Polymer Capital Management (HK)’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	-116,467	Closed	-$2.08M	–	261
2025 Q3	$2.08M	Buy	+116,467	New	+$1.96M	0.29%	80
2025 Q2	–	Sell	-355,000	Closed	-$4.43M	–	193
2025 Q1	$4.43M	Buy	355,000 +285,000	+407%	+$3.38M	0.76%	41
2024 Q4	$804K	Buy	+70,000	New	+$835K	0.14%	129
2024 Q2	–	Sell	-37,000	Closed	-$514K	–	248
2024 Q1	$514K	Buy	+37,000	New	+$488K	0.13%	107

Other funds holding VNM

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BSG

Black Swift Group Boulder, Colorado $692M AUM 44.95% 1-Year Est. Return

JGUA

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

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

BFG

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

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Polymer Capital Management (HK)'s VNM Position: Q4 2025 in Review

Polymer Capital Management (HK) sold out of VanEck Vietnam ETF (VNM) in Q4 2025, closing a stake of 116,467 shares — an estimated $2.08M sold.

Polymer Capital Management (HK) first reported a position in VNM in Q1 2024 and held it in 4 quarters. The position peaked at $4.43M in Q1 2025. 105 funds tracked by Wall St. Rank hold VNM as of Q4 2025.

Polymer Capital Management (HK) reported no remaining VanEck Vietnam ETF position as of Q4 2025 after selling out during the quarter.
Polymer Capital Management (HK) sold 116,467 VanEck Vietnam ETF shares in Q4 2025, an estimated $2.08M.
Polymer Capital Management (HK) first reported a position in VanEck Vietnam ETF in Q1 2024 and held it in 4 quarters.
Polymer Capital Management (HK)'s VanEck Vietnam ETF position peaked at $4.43M in Q1 2025.
105 funds tracked by Wall St. Rank held VanEck Vietnam ETF as of Q4 2025.

Based on Polymer Capital Management (HK)'s 13F filing for Q4 2025, filed 13 Feb 2026.