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Savant Capital’s VanEck Semiconductor ETF SMH Stock Holding History

Savant Capital’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 		$2.17M Buy
4,159
+2,133
+105% +$1.16M 0.01% 591
2026
Q1 		$777K Buy
2,026
+59
+3% +$23.4K ﹤0.01% 707
2025
Q4 		$708K Buy
1,967
+201
+11% +$70.5K ﹤0.01% 697
2025
Q3 		$576K Buy
1,766
+2
+0.1% +$592 ﹤0.01% 749
2025
Q2 		$492K Buy
1,764
+179
+11% +$41.5K ﹤0.01% 747
2025
Q1 		$335K Sell
1,585
-79
-5% -$18.9K ﹤0.01% 795
2024
Q4 		$403K Buy
+1,664
New +$413K ﹤0.01% 970

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

Savant Capital's SMH Position: Q2 2026 in Review

Savant Capital increased its VanEck Semiconductor ETF (SMH) stake by 105% in Q2 2026, buying an estimated $1.16M and bringing the position to 4,159 shares worth $2.17M. The position accounts for 0.01% of the portfolio, ranked #591.

Savant Capital first reported a position in SMH in Q4 2024 and has held it in 7 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Savant Capital held 4,159 shares of VanEck Semiconductor ETF worth $2.17M as of Q2 2026.
  • Savant Capital bought 2,133 VanEck Semiconductor ETF shares in Q2 2026, an estimated $1.16M.
  • VanEck Semiconductor ETF made up 0.01% of Savant Capital's portfolio in Q2 2026, its #591 holding.
  • Savant Capital first reported a position in VanEck Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.