VestGen Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

VestGen 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	$6.7M	Sell	10,220 -1,079	-10%	-$589K	0.2%	111
2026 Q1	$6.34M	Buy	11,299 +750	+7%	+$298K	0.17%	117
2025 Q4	$3.8M	Buy	10,549 +8,084	+328%	+$2.84M	0.16%	130
2025 Q3	$804K	Buy	+2,465	New	+$730K	0.03%	399
2025 Q2	–	Sell	-1,981	Closed	-$419K	–	607
2025 Q1	$419K	Buy	+1,981	New	+$475K	0.02%	408

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

VestGen Advisors's SMH Position: Q2 2026 in Review

VestGen Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 9.5% in Q2 2026, selling an estimated $589K and leaving 10,220 shares worth $6.7M. The position accounts for 0.2% of the portfolio, ranked #111.

VestGen Advisors first reported a position in SMH in Q1 2025 and has held it in 5 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

VestGen Advisors held 10,220 shares of VanEck Semiconductor ETF worth $6.7M as of Q2 2026.
VestGen Advisors sold 1,079 VanEck Semiconductor ETF shares in Q2 2026, an estimated $589K.
VanEck Semiconductor ETF made up 0.2% of VestGen Advisors's portfolio in Q2 2026, its #111 holding.
VestGen Advisors first reported a position in VanEck Semiconductor ETF in Q1 2025 and has held it in 5 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.