ETF report: Portfolio Forecast VanEck Vietnam ETF

The MarketVector Indexes will officially announce the constituent list of the Vietnam Local Index on 12 December 2025 and will be implemented on 19 December 2025. This index is currently tracked by the VanEck Vietnam ETF. The key revisions in this announcement compared to the most recent review are as follows:
In the Q4 2025 review, the Vietnam Local Index is expected to keep the same list of stocks and only adjust their weightings. VIC is projected to have its weight reduced significantly from 15.5% to 8% (the maximum cap for a single stock). Meanwhile, VCB is expected to have its weight increased from 3.8% to 5%.
Regarding to VanEck Vietnam ETF rebalancing, VIC is expected to be the stock with the largest selling amount in the Q4 2025 review, with an estimated value of VND 1,134 billion, equal to around 4.4 million shares. In contrast, SSI is expected to be the most bought stock, with an estimated value of nearly VND 147 billion, or about 4.5 million shares.