J.W. Cole Advisors Inc. raised its stake in shares of VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 2.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 32,641 shares of the company’s stock after purchasing an additional 805 shares during the quarter. J.W. Cole Advisors Inc.’s holdings in VanEck Semiconductor ETF were worth $11,755,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other hedge funds have also bought and sold shares of the company. Flagstar Advisors Inc. lifted its holdings in shares of VanEck Semiconductor ETF by 68.2% in the 4th quarter. Flagstar Advisors Inc. now owns 5,910 shares of the company’s stock worth $2,128,000 after acquiring an additional 2,396 shares during the last quarter. Bright Futures Wealth Management LLC. bought a new stake in shares of VanEck Semiconductor ETF in the 3rd quarter worth approximately $1,934,000. Mezzasalma Advisors LLC lifted its holdings in shares of VanEck Semiconductor ETF by 67.9% in the 4th quarter. Mezzasalma Advisors LLC now owns 15,159 shares of the company’s stock worth $5,459,000 after acquiring an additional 6,130 shares during the last quarter. Assetmark Inc. lifted its holdings in shares of VanEck Semiconductor ETF by 24.9% in the 4th quarter. Assetmark Inc. now owns 62,474 shares of the company’s stock worth $22,499,000 after acquiring an additional 12,467 shares during the last quarter. Finally, Mirae Asset Global Investments Co. Ltd. lifted its holdings in shares of VanEck Semiconductor ETF by 58.4% in the 4th quarter. Mirae Asset Global Investments Co. Ltd. now owns 32,481 shares of the company’s stock worth $11,697,000 after acquiring an additional 11,973 shares during the last quarter.
VanEck Semiconductor ETF Stock Performance
Shares of SMH opened at $627.53 on Friday. The firm has a market cap of $72.91 billion, a price-to-earnings ratio of 34.83 and a beta of 1.72. VanEck Semiconductor ETF has a fifty-two week low of $249.76 and a fifty-two week high of $642.77. The firm has a 50 day moving average price of $502.08 and a 200-day moving average price of $424.48.
Key Stories Impacting VanEck Semiconductor ETF
- Positive Sentiment: The ETF continues to benefit from strong AI infrastructure spending, with investors noting that demand is shifting beyond just Nvidia and still supports semiconductor suppliers. Here’s Why the VanEck Semiconductor ETF Soared in May And Is a Great Way to Play AI Spending
- Positive Sentiment: VanEck reported strong ETF inflows, suggesting continued investor demand for its products and the semiconductor theme. ETF League Tables: VanEck Registers Inflows of $1.4B
- Positive Sentiment: Europe’s new “tech sovereignty” efforts, including plans to boost chip manufacturing, could reinforce long-term semiconductor demand. EU targets Big Tech dependence with ‘made-in-Europe’ drive
- Neutral Sentiment: New coverage highlighted SMH as a way to play AI spending and as an ETF with favorable historical patterns, but this was more commentary than a fresh company-specific catalyst. Now Could Be the Time to Buy These 2 ETFS
- Neutral Sentiment: Articles noted that memory-chip and data-center related ETFs have performed strongly in 2026, underscoring the strength of the semiconductor cycle rather than pointing to a direct SMH-specific trigger. The Memory Chip ETF That Quietly Returned 134% in 2026 While Investors Chased Nvidia
- Negative Sentiment: Broadcom’s earnings miss sparked a broad chip selloff, dragging semiconductor ETFs like SMH lower as investors rotated out of the sector. Broadcom Q2 earnings miss drags Nasdaq futures lower
- Negative Sentiment: Market coverage also showed chip stocks weighing on the Nasdaq and broader tech sector, reinforcing the near-term weakness in semiconductors. Dow Soars 800 Points Driven By Healthcare Stocks — But Chip Stocks Drag S&P 500, Nasdaq
VanEck Semiconductor ETF Profile
The VanEck Semiconductor ETF (SMH) is an exchange-traded fund that is based on the MVIS US Listed Semiconductor 25 index, a market-cap-weighted index of 25 of the largest US-listed semiconductors companies. SMH was launched on May 5, 2000 and is managed by VanEck.
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