Bedel Financial Consulting’s VanEck Semiconductor ETF SMH Stock Holding History

Bedel Financial Consulting’s Portfolio SMH Stock Details SMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$266K	Buy	+405	New	+$221K	0.03%	261
2022 Q2	–	Sell	-266	Closed	-$36K	–	776
2022 Q1	$36K	Hold	266	–	–	0.01%	452
2021 Q4	$41K	Hold	266	–	–	0.01%	432
2021 Q3	$34K	Hold	266	–	–	0.01%	450
2021 Q2	$35K	Hold	266	–	–	0.01%	448
2021 Q1	$32K	Hold	266	–	–	0.01%	443
2020 Q4	$29K	Hold	266	–	–	0.01%	398
2020 Q3	$23K	Hold	266	–	–	0.01%	408
2020 Q2	$20K	Hold	266	–	–	0.01%	409
2020 Q1	$16K	Hold	266	–	–	0.01%	417
2019 Q4	$19K	Buy	266 +2	+0.8%	+$131	0.01%	411
2019 Q3	$16K	Hold	264	–	–	0.01%	417
2019 Q2	$15K	Hold	264	–	–	0.01%	427
2019 Q1	$14K	Hold	264	–	–	0.01%	440
2018 Q4	$12K	Hold	264	–	–	0.01%	437
2018 Q3	$13K	Hold	264	–	–	0.01%	447
2018 Q2	$14K	Hold	264	–	–	0.01%	439
2018 Q1	$14K	Buy	+264	New	+$13.9K	0.01%	430

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

Bedel Financial Consulting's SMH Position: Q2 2026 in Review

Bedel Financial Consulting opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2026: 405 shares worth $266K. The stake represents 0.03% of the portfolio and ranks #261 among its holdings. This is a return to the name: Bedel Financial Consulting previously reported a position in SMH as recently as Q1 2022.

Bedel Financial Consulting first reported a position in SMH in Q1 2018 and has held it in 18 quarters since. 1,560 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Bedel Financial Consulting held 405 shares of VanEck Semiconductor ETF worth $266K as of Q2 2026.
VanEck Semiconductor ETF was a new Bedel Financial Consulting position in Q2 2026.
VanEck Semiconductor ETF made up 0.03% of Bedel Financial Consulting's portfolio in Q2 2026, its #261 holding.
Bedel Financial Consulting first reported a position in VanEck Semiconductor ETF in Q1 2018 and has held it in 18 quarters since.
1,560 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.