Sanctuary Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Sanctuary Advisors’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	$28.1M	Buy	42,850 +6,080	+17%	+$3.32M	0.13%	163
2026 Q1	$14.1M	Buy	36,770 +1,592	+5%	+$632K	0.08%	280
2025 Q4	$12.7M	Sell	35,178 -727	-2%	-$255K	0.07%	283
2025 Q3	$11.7M	Buy	35,905 +2,669	+8%	+$790K	0.07%	300
2025 Q2	$9.27M	Buy	33,236 +830	+3%	+$192K	0.06%	339
2025 Q1	$6.85M	Sell	32,406 -647	-2%	-$155K	0.05%	392
2024 Q4	$8.1M	Sell	33,053 -6,224	-16%	-$1.54M	0.05%	370
2024 Q3	$9.61M	Buy	39,277 +15,794	+67%	+$3.84M	0.06%	320
2024 Q2	$5.11M	Buy	+23,483	New	+$5.51M	0.04%	450

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

Sanctuary Advisors's SMH Position: Q2 2026 in Review

Sanctuary Advisors increased its VanEck Semiconductor ETF (SMH) stake by 17% in Q2 2026, buying an estimated $3.32M and bringing the position to 42,850 shares worth $28.1M. The position accounts for 0.13% of the portfolio, ranked #163.

Sanctuary Advisors first reported a position in SMH in Q2 2024 and has held it in 9 quarters since. 1,542 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Sanctuary Advisors held 42,850 shares of VanEck Semiconductor ETF worth $28.1M as of Q2 2026.
Sanctuary Advisors bought 6,080 VanEck Semiconductor ETF shares in Q2 2026, an estimated $3.32M.
VanEck Semiconductor ETF made up 0.13% of Sanctuary Advisors's portfolio in Q2 2026, its #163 holding.
Sanctuary Advisors first reported a position in VanEck Semiconductor ETF in Q2 2024 and has held it in 9 quarters since.
1,542 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.