Vaughan David Investments’s VanEck Semiconductor ETF SMH Stock Holding History

Vaughan David Investments’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	$986K	Sell	1,503 -188	-11%	-$103K	0.02%	155
2026 Q1	$648K	Sell	1,691 -188	-10%	-$74.6K	0.01%	163
2025 Q4	$677K	Hold	1,879	–	–	0.01%	157
2025 Q3	$613K	Sell	1,879 -119	-6%	-$35.2K	0.01%	162
2025 Q2	$557K	Buy	+1,998	New	+$463K	0.01%	160

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

Vaughan David Investments's SMH Position: Q2 2026 in Review

Vaughan David Investments reduced its VanEck Semiconductor ETF (SMH) stake by 11% in Q2 2026, selling an estimated $103K and leaving 1,503 shares worth $986K. The position accounts for 0.02% of the portfolio, ranked #155.

Vaughan David Investments first reported a position in SMH in Q2 2025 and has held it in 5 quarters since. 1,545 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Vaughan David Investments held 1,503 shares of VanEck Semiconductor ETF worth $986K as of Q2 2026.
Vaughan David Investments sold 188 VanEck Semiconductor ETF shares in Q2 2026, an estimated $103K.
VanEck Semiconductor ETF made up 0.02% of Vaughan David Investments's portfolio in Q2 2026, its #155 holding.
Vaughan David Investments first reported a position in VanEck Semiconductor ETF in Q2 2025 and has held it in 5 quarters since.
1,545 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.