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 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

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

Vertex Planning Partners's SMH Position: Q2 2026 in Review

Vertex Planning Partners increased its VanEck Semiconductor ETF (SMH) stake by 69% in Q2 2026, buying an estimated $381K and bringing the position to 1,706 shares worth $1.12M. The position accounts for 0.17% of the portfolio, ranked #61.

Vertex Planning Partners first reported a position in SMH in Q2 2024 and has held it in 6 quarters since. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Vertex Planning Partners held 1,706 shares of VanEck Semiconductor ETF worth $1.12M as of Q2 2026.
Vertex Planning Partners bought 699 VanEck Semiconductor ETF shares in Q2 2026, an estimated $381K.
VanEck Semiconductor ETF made up 0.17% of Vertex Planning Partners's portfolio in Q2 2026, its #61 holding.
Vertex Planning Partners first reported a position in VanEck Semiconductor ETF in Q2 2024 and has held it in 6 quarters since.
1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.