VanEck Vietnam ETFVNM
VNM
0
Funds holding %
of 7,321 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
25% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 20
17% more capital invested
Capital invested by funds: $127M [Q4 2024] → $149M (+$21.3M) [Q1 2025]
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
2.0% less ownership
Funds ownership: 30.9% [Q4 2024] → 28.9% (-2.0%) [Q1 2025]
4% less funds holding
Funds holding: 80 [Q4 2024] → 77 (-3) [Q1 2025]
50% less funds holding in top 10
Funds holding in top 10: 2 [Q4 2024] → 1 (-1) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for VNM.
Financial journalist opinion
Based on 3 articles about VNM published over the past 30 days
Neutral
Seeking Alpha
2 weeks ago
VNM And Nike: Vietnam Trade Deal Good, But Not Great, News
The Vietnam trade deal removes major tariff threats, providing clarity for U.S. companies like Nike, Inc., but the positive impact is already priced in. Nike's tariff-related cost reduction is meaningful, but with forward valuations peaking, I rate the stock a Hold for now. Vietnam's economy benefits from the deal, but the VanEck Vietnam ETF's limited manufacturing exposure means the news isn't a strong buy catalyst.
Negative
Seeking Alpha
2 weeks ago
VNM: Unpacking The Trade 'Deal' Impact
President Trump's Vietnam "trade deal" raises tariffs to 20%, doubling costs for U.S. importers and potentially hurting demand for Vietnamese exports. VNM ETF remains heavily weighted toward domestic sectors like Financials and Real Estate, which won't directly benefit from the trade deal. Higher tariffs may actually be a headwind for Vietnam's economy, reducing the ETF's appeal versus alternatives like China.
Positive
CNBC International TV
3 weeks ago
Exceptionalism starts to happen in some emerging markets, such as Vietnam: Portfolio manager
Steven Quattry, Morgan Stanley Investment Management says a number of emerging markets are undergoing structural reforms, hence attracting foreign capital.
Positive
Seeking Alpha
1 month ago
VNM: Potential EM Upgrade Is Welcome, But Wait For A Price Pullback
After a difficult 2024, VNM ETF has surged by 14% YTD, outperforming its global and Asian EM peers,. Recent infrastructure improvements and regulatory changes are attracting foreign institutional interest, with a possible EM upgrade in September expected to drive even more interest. Risks remain due to Vietnam's export dependence and looming US tariff threats, which could significantly impact GDP and market sentiment.
Neutral
ETF Trends
3 months ago
ETF Prime: Islam Analyzes Tariffs Impact on ETFs
On this week's episode of ETF Prime, host Nate Geraci sat down with Roxanna Islam, head of sector & industry research at VettaFi. She offers insights on how the recent tariffs announcement could impact ETFs.
Positive
Seeking Alpha
4 months ago
VNM: Vietnam Stocks Break Out, And The Valuation Is A Bargain (Rating Upgrade)
European stocks are strong in 2025, but the VanEck Vietnam ETF stands out with an 8% gain, prompting an upgrade to a buy. VNM tracks the MarketVector Vietnam Local Index and offers diversified exposure with a compelling valuation and a price-to-earnings ratio under 12. VNM's sector breakdown, with a heavy real estate weighting and zero tech exposure, has driven its recent outperformance.
Positive
Seeking Alpha
6 months ago
VinaCapital Vietnam Opportunity Fund: Better Than The VNM ETF, But Only Under A Buyback Scenario
VCVOF has historically outperformed the VNM ETF, despite liquidity issues and a widening discount to NAV, making it a compelling investment for long-term exposure. Vietnam's strong GDP outlook, improved economic stability, and attractive stock market valuations suggest significant growth potential for 2025. VNM ETF offers better liquidity and lower fees, but actively managed CEFs like VCVOF can add value in less efficient markets through strategic investments.
Neutral
Business Wire
6 months ago
VanEck Announces Year-End Distributions for VanEck Equity ETFs
NEW YORK--(BUSINESS WIRE)--VanEck has announced the 2024 annual distributions per share for its VanEck equity exchange-traded funds (ETFs).
Negative
Seeking Alpha
7 months ago
VNM: Better Than VNAM, But Potential Tariff Risks Should Not Be Discarded
The VanEck Vietnam ETF has underperformed in 2024, falling by -9% YTD, while emerging markets have gained 8% and global stocks have performed even better. VNM offers superior tradability and income compared to the Global X MSCI Vietnam ETF, while the risk and return profile of both these products look similar. Vietnam's encouraging GDP momentum faces risks from potential U.S. tariffs and enhanced re-labeling investigations, while India too has started levying tariffs on Vietnamese steel exports.
Positive
ETF Trends
8 months ago
Vietnam Moving Closer to Emerging Markets Status
The VanEck Vietnam ETF (VNM) gained 2% over the past month. One obvious reason for that rally is recent commentary from index provider FTSE Russell.
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