MarketVector Indexes will announce the Vietnam Local Index constituent review results on December 12, 2025, effective from December 19, 2025. This index is tracked by the VanEck Vietnam ETF, which currently manages total assets of $573.41 million, equivalent to VND 15,144 billion.
In a recent report, ACBS Securities forecasts that the Q4/2025 index rebalance will not involve adding or removing stocks but will adjust the weights of existing constituents.
The estimated total trading value for this rebalance is approximately VND 3,000 billion, including both buy and sell transactions. Notably, VIC’s weight will significantly decrease from 15.5% to 8%, the maximum limit for a single stock. Conversely, VCB’s weight is expected to increase from 3.8% to 5%.
In terms of specific trades, VIC is expected to be the most heavily sold stock, with a value of approximately VND 1,134 billion, equivalent to nearly 4.4 million units. HVN follows with over 3.32 million shares sold.
On the buying side, VCB leads with a net purchase value of nearly VND 176 billion. SSI is also bought by the fund for around VND 147 billion, equivalent to 4.5 million shares. Additionally, VNM, HPG, and VJC are among the heavily bought stocks, with each valued at over VND 100 billion.
According to ACBS, most rebalancing trades are expected to be completed within a single session. Exceptions include HVN, which may take approximately 3.4 sessions, and SBT, requiring around 1.4 sessions to complete.
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