ETF report Portfolio Forecast Vaneck and Xtrackers Fund Q1.2026

MarketVector and STOXX will officially announce the results of their Q2 2026 reviews of the Vietnam Local Index and the STOXX Vietnam Total Market Liquid Index on June 13, 2026, with the changes taking effect on June 22, 2026. These indices are currently tracked by the VanEck Vietnam ETF (AUM: USD 566 million) and the Xtrackers Vietnam Swap UCITS ETF (AUM: USD 382 million), respectively. In this review cycle, MarketVector is expected to revise the constituent composition of the Vietnam Local Index. Meanwhile, STOXX will not conduct a constituent review of the STOXX Vietnam Total Market Liquid Index and will only rebalance constituent weights. The key changes related to the previous review are outlined below.

For the Q2 2026 review, the Vietnam Local Index is expected to add MSB to its constituent basket after the stock meets the foreign investability requirements, while no existing constituents are expected to be removed. In contrast, the STOXX Vietnam Total Market Liquid Index is not expected to make any constituent changes and will only adjust constituent weightings.

Regarding the portfolio rebalancing activities of the VanEck Vietnam ETF and the Xtrackers Vietnam Swap UCITS ETF, VCB, MSB, and STB are expected to record the largest net purchases by the two funds. On the other hand, VIC and VCI are projected to face the strongest net selling pressure during the Q2 2026 review.