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Berger Financial Group’s VanEck Semiconductor ETF SMH Stock Holding History

Berger Financial Group’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 		$1.14M Buy
1,734
+75
+5% +$40.9K 0.06% 204
2026
Q1 		$636K Buy
1,659
+21
+1% +$8.34K 0.04% 264
2025
Q4 		$590K Buy
1,638
+75
+5% +$26.3K 0.03% 272
2025
Q3 		$510K Buy
1,563
+26
+2% +$7.7K 0.03% 282
2025
Q2 		$429K Sell
1,537
-27
-2% -$6.26K 0.03% 285
2025
Q1 		$331K Buy
1,564
+83
+6% +$19.9K 0.02% 315
2024
Q4 		$359K Buy
1,481
+141
+11% +$35K 0.02% 302
2024
Q3 		$329K Buy
1,340
+105
+9% +$25.5K 0.02% 288
2024
Q2 		$322K Buy
1,235
+227
+23% +$53.2K 0.03% 271
2024
Q1 		$227K Buy
+1,008
New +$203K 0.02% 331

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
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

Berger Financial Group's SMH Position: Q2 2026 in Review

Berger Financial Group increased its VanEck Semiconductor ETF (SMH) stake by 4.5% in Q2 2026, buying an estimated $40.9K and bringing the position to 1,734 shares worth $1.14M. The position accounts for 0.06% of the portfolio, ranked #204.

Berger Financial Group first reported a position in SMH in Q1 2024 and has held it in 10 quarters since. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Berger Financial Group held 1,734 shares of VanEck Semiconductor ETF worth $1.14M as of Q2 2026.
  • Berger Financial Group bought 75 VanEck Semiconductor ETF shares in Q2 2026, an estimated $40.9K.
  • VanEck Semiconductor ETF made up 0.06% of Berger Financial Group's portfolio in Q2 2026, its #204 holding.
  • Berger Financial Group first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.