Vertex Planning Partners’s VanEck Semiconductor ETF SMH Stock Holding History

Vertex Planning Partners’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 Q3	$636K	Sell	1,045 -661	-39%	-$379K	0.09%	97
2026 Q2	$1.12M	Buy	1,706 +699	+69%	+$381K	0.17%	61
2026 Q1	$386K	Buy	1,007 +212	+27%	+$84.2K	0.08%	93
2025 Q4	$286K	Buy	795 +3	+0.4%	+$1.05K	0.07%	106
2025 Q3	$259K	Hold	792	–	–	0.05%	179
2025 Q2	$221K	Buy	+792	New	+$184K	0.05%	174
2024 Q3	–	Sell	-779	Closed	-$203K	–	162
2024 Q2	$203K	Buy	+779	New	+$183K	0.05%	152

Other funds holding SMH

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Jasper Ridge Partners Menlo Park, California $3.96B AUM 23.16% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Vertex Planning Partners's SMH Position: Q3 2026 in Review

Vertex Planning Partners reduced its VanEck Semiconductor ETF (SMH) stake by 39% in Q3 2026, selling an estimated $379K and leaving 1,045 shares worth $636K. The position accounts for 0.09% of the portfolio, ranked #97.

Vertex Planning Partners first reported a position in SMH in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.12M in Q2 2026. 1,390 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

Vertex Planning Partners held 1,045 shares of VanEck Semiconductor ETF worth $636K as of Q3 2026.
Vertex Planning Partners sold 661 VanEck Semiconductor ETF shares in Q3 2026, an estimated $379K.
VanEck Semiconductor ETF made up 0.09% of Vertex Planning Partners's portfolio in Q3 2026, its #97 holding.
Vertex Planning Partners first reported a position in VanEck Semiconductor ETF in Q2 2024 and has held it in 7 quarters since.
Vertex Planning Partners's VanEck Semiconductor ETF position peaked at $1.12M in Q2 2026.
1,390 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Vertex Planning Partners's 13F filing for Q3 2026, filed 13 Nov 2026.