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Total Wealth Planning & Management’s VanEck Vietnam ETF VNM Stock Holding History

Total Wealth Planning & 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 		$356K Sell
19,278
-6,518
-25% -$121K 0.24% 139
2026
Q1 		$447K Hold
25,796
– – 0.33% 106
2025
Q4 		$492K Buy
+25,796
New +$468K 0.37% 84
2025
Q2 		$403K Buy
+29,311
New +$372K 0.33% 109

Other funds holding VNM

CI
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
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
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
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Total Wealth Planning & Management's VNM Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its VanEck Vietnam ETF (VNM) stake by 25% in Q2 2026, selling an estimated $121K and leaving 19,278 shares worth $356K. The position accounts for 0.24% of the portfolio, ranked #139.

Total Wealth Planning & Management first reported a position in VNM in Q2 2025 and has held it in 4 quarters since. The position peaked at $492K in Q4 2025. 97 funds tracked by Wall St. Rank hold VNM as of Q2 2026.

  • Total Wealth Planning & Management held 19,278 shares of VanEck Vietnam ETF worth $356K as of Q2 2026.
  • Total Wealth Planning & Management sold 6,518 VanEck Vietnam ETF shares in Q2 2026, an estimated $121K.
  • VanEck Vietnam ETF made up 0.24% of Total Wealth Planning & Management's portfolio in Q2 2026, its #139 holding.
  • Total Wealth Planning & Management first reported a position in VanEck Vietnam ETF in Q2 2025 and has held it in 4 quarters since.
  • Total Wealth Planning & Management's VanEck Vietnam ETF position peaked at $492K in Q4 2025.
  • 97 funds tracked by Wall St. Rank held VanEck Vietnam ETF as of Q2 2026.

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