Vision Retirement’s VanEck Semiconductor ETF SMH Stock Holding History

Vision Retirement’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	$5.45M	Buy	8,302 +1,075	+15%	+$587K	1.32%	20
2026 Q1	$2.77M	Buy	7,227 +1,009	+16%	+$401K	0.79%	27
2025 Q4	$2.24M	Buy	+6,218	New	+$2.18M	0.6%	32

Other funds holding SMH

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Vision Retirement's SMH Position: Q2 2026 in Review

Vision Retirement increased its VanEck Semiconductor ETF (SMH) stake by 15% in Q2 2026, buying an estimated $587K and bringing the position to 8,302 shares worth $5.45M. The position accounts for 1.32% of the portfolio, ranked #20.

Vision Retirement first reported a position in SMH in Q4 2025 and has held it in 3 quarters since. 1,491 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Vision Retirement held 8,302 shares of VanEck Semiconductor ETF worth $5.45M as of Q2 2026.
Vision Retirement bought 1,075 VanEck Semiconductor ETF shares in Q2 2026, an estimated $587K.
VanEck Semiconductor ETF made up 1.32% of Vision Retirement's portfolio in Q2 2026, its #20 holding.
Vision Retirement first reported a position in VanEck Semiconductor ETF in Q4 2025 and has held it in 3 quarters since.
1,491 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.