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Performance as of Sept. 16, 2026

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PeriodPrice returnTotal return
1M··
3M··
6M··
YTD··
1Y··
3Y··
5Y··
Maxsince Aug. 18, 2026▼ -4.01%▼ -4.01%
Volatility 1Y·
Volatility 3Y·
Max drawdown 3Y ·
Beta 3Y·
Sharpe 1Y*·

Total return assumes dividends are reinvested. Returns are not benchmarked against an index. * Sharpe ratio is computed with a 0% risk-free rate.

Fund flows (SEC-reported)

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Last month (Jun 2026) +$0
Quarter ending Jun 2026 -$15K
Trailing 12 months -$2.5M Jul 2025 – Jun 2026

Based on the fund's own SEC Form N-PORT monthly flow disclosures (Item C.9 "Flow Information") — sales minus redemptions, reinvested distributions excluded. This is a different, independent metric from the "Net flows" estimate above (which is derived from daily shares-outstanding changes). SEC N-PORT filing lag is up to ~60 days; the most recent month/quarter may not yet be fully reflected.

Full composition 48 holdings

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NameCUSIPValue%Balance Category Country
Taiwan Semiconductor Manufacturing Company Limited 874039100 $656K 7.05 1,373 EC US
Tokyo Electron Limited · $578K 6.21 1,217 EC JP
ASML Holding N.V. · $524K 5.63 266 EC NL
Galderma Group AG · $506K 5.44 2,218 EC CH
TC Energy Corporation 87807B107 $402K 4.33 6,078 EC CA
THE COCA-COLA COMPANY 191216100 $367K 3.94 4,515 EC US
LINDE PUBLIC LIMITED COMPANY G54950103 $366K 3.94 706 EC US
Infineon Technologies AG · $322K 3.46 3,449 EC DE
Siemens Energy AG · $302K 3.25 1,593 EC DE
SINGAPORE TECHNOLOGIES ENGINEERING LTD · $295K 3.17 36,711 EC SG
Enbridge Inc. 29250N105 $285K 3.07 5,263 EC CA
INTERCONTINENTAL HOTELS GROUP PLC G4804L163 $283K 3.05 1,645 EC GB
Games Workshop Group PLC · $269K 2.89 937 EC GB
KEYENCE CORPORATION · $258K 2.77 517 EC JP
Sandvik Aktiebolag · $257K 2.76 6,220 EC SE
HALMA PUBLIC LIMITED COMPANY · $231K 2.49 4,429 EC GB
DISCO CORPORATION · $225K 2.42 451 EC JP
ROYAL BANK OF CANADA 780087102 $225K 2.42 1,086 EC CA
Philip Morris International Inc. 718172109 $216K 2.33 1,196 EC US
TERNA - RETE ELETTRICA NAZIONALE SOCIETA PER AZIONI · $215K 2.31 18,370 EC IT
L'AIR LIQUIDE SOCIETE ANONYME POUR L'ETUDE ET L'EXPLOITATION DES PROCEDES GEORGES CLAUDE SA · $206K 2.21 1,038 EC FR
DIPLOMA PLC · $198K 2.13 2,090 EC GB
SAFRAN SA · $189K 2.04 480 EC FR
KT&G Corporation · $185K 1.99 1,692 EC KR
Ferrovial N.V. · $182K 1.96 2,655 EC ES
KONGSBERG GRUPPEN ASA R60837151 $179K 1.93 5,948 EC NO
Mizuho Financial Group, Inc. · $178K 1.91 3,728 EC JP
GREAT-WEST LIFECO INC. 39138C106 $143K 1.53 2,238 EC CA
Panasonic Holdings Corporation · $139K 1.49 5,000 EC JP
DBS GROUP HOLDINGS LTD · $137K 1.47 2,700 EC SG
AKER BP ASA · $127K 1.36 4,135 EC NO
NATIONAL GRID PLC · $125K 1.34 7,525 EC GB
Mitsubishi UFJ Financial Group, Inc. · $85K 0.91 4,300 EC JP
DELTA ELECTRONICS, INC. · $78K 0.84 1,274 EC TW
Constellation Software Inc. 21037X100 $77K 0.83 41 EC CA
Svenska Handelsbanken AB · $45K 0.48 3,041 EC SE
FORMULA ONE GROUP 531229755 $19K 0.21 204 EC US
NETFLIX, INC. 64110L106 $17K 0.18 239 EC US
Deutsche Boerse Aktiengesellschaft · $13K 0.14 48 EC DE
Lonza Group AG · $9K 0.10 14 EC CH
Ferrari N.V. N3167Y103 $9K 0.10 25 EC IT
AIA Group Limited · $9K 0.10 1,007 EC HK
HERMES INTERNATIONAL S.C.A. · $7K 0.08 4 EC FR
BROWN BROTHERS HARRIMAN & CO. · $167 0.00 1 STIV US
BROWN BROTHERS HARRIMAN & CO. · $120 0.00 1 STIV XX
BROWN BROTHERS HARRIMAN & CO. · $5 0.00 1 STIV US
BROWN BROTHERS HARRIMAN & CO. · -$2 0.00 1 STIV US
BROWN BROTHERS HARRIMAN & CO. · -$132 0.00 1 STIV JP

Sector breakdown

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Energy 7.5%
Technology 7.2%
Consumer Staples 6.4%
Materials 4.0%
Financials 2.5%
Communication Services 0.4%
Consumer Discretionary 0.1%
Other/Unmapped 71.9%

Dividends 1 payment

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0.33%TTM yield
$0.08TTM payout / share
Ex-dateAmount / share
Dec. 30, 2025$0.0800

Institutional owners (13F) 3 filers

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Institutions that report holding this ETF in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value % of tracked 13F Shares Type As of
Vontobel Holding Ltd. $8,270,617 95.88% 309,587 Shares June 30, 2026
Ashton Thomas Private Wealth, LLC $354,989 4.12% 13,288 Shares June 30, 2026
UBS Group AG $27 0.00% 1 Shares June 30, 2026

Peer funds

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