Sanctuary Advisors LLC Raises Holdings in VanEck Semiconductor ETF $SMH

Sanctuary Advisors LLC grew its stake in shares of VanEck Semiconductor ETF (NASDAQ:SMH) by 4.5% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 36,770 shares of the company’s stock after purchasing an additional 1,592 shares during the quarter. Sanctuary Advisors LLC’s holdings in VanEck Semiconductor ETF were worth $14,098,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the company. Flagstar Advisors Inc. boosted its stake in shares of VanEck Semiconductor ETF by 68.2% during the 4th quarter. Flagstar Advisors Inc. now owns 5,910 shares of the company’s stock valued at $2,128,000 after purchasing an additional 2,396 shares in the last quarter. Apollon Wealth Management LLC boosted its position in shares of VanEck Semiconductor ETF by 2.9% in the 4th quarter. Apollon Wealth Management LLC now owns 47,977 shares of the company’s stock worth $17,278,000 after purchasing an additional 1,356 shares in the last quarter. Migdal Insurance & Financial Holdings Ltd. boosted its holdings in VanEck Semiconductor ETF by 72.6% in the fourth quarter. Migdal Insurance & Financial Holdings Ltd. now owns 403,452 shares of the company’s stock worth $145,296,000 after acquiring an additional 169,737 shares in the last quarter. Allspring Global Investments Holdings LLC grew its position in VanEck Semiconductor ETF by 128.0% during the 4th quarter. Allspring Global Investments Holdings LLC now owns 8,510 shares of the company’s stock valued at $3,177,000 after purchasing an additional 4,778 shares during the last quarter. Finally, Leo Wealth LLC purchased a new stake in shares of VanEck Semiconductor ETF during the fourth quarter valued at approximately $453,000.

More VanEck Semiconductor ETF News

Here are the key news stories impacting VanEck Semiconductor ETF this week:

• Positive Sentiment: AI-related capital spending is still expected to drive significant demand for semiconductor equipment and chips, which supports the long-term outlook for SMH and other chip-focused ETFs. Think the AI Bull Market Is Just Getting Started? These 3 ETFs Are Positioned for the Next Leg
• Positive Sentiment: Analysts continue to frame semiconductor ETFs like SMH as a key way to play the next phase of AI spending, which could keep investor interest elevated if the AI buildout accelerates. Is Massive AI Spending Favoring Chip ETFs More Than Big Tech?
• Neutral Sentiment: Reports that chip stocks rose earlier this week after strong ASML guidance helped the broader semiconductor group, but that positive impulse appears to be fading. Chip stocks rise on ASML earnings despite U.S. strikes on Iran
• Neutral Sentiment: Some media coverage notes that semiconductor stocks have been setting the tone for markets in 2026, underscoring how sensitive SMH remains to any shift in sentiment around chip leaders. Bank of America Says Long Semiconductors is the “Most Crowded Trade Ever”
• Negative Sentiment: Near-term caution is weighing on semiconductors, with futures pointing lower as traders reassess tech valuations and the possibility that the AI trade has become overcrowded. Tech Caution Undercuts Wall Street Pre-Bell; Asia Mixed, Europe Off
• Negative Sentiment: Chip stocks were also hit by a broader pullback in the sector, which directly pressured SMH as investors rotated away from semiconductors. Chip stocks fall, UnitedHealth earnings beat before the bell
• Negative Sentiment: News that South Korean authorities searched Montage Technology’s office in a competition probe adds regulatory uncertainty to the semiconductor space, which can hurt sentiment across chip names. South Korea searches Chinese chipmaker Montage Technology’s office in competition probe

VanEck Semiconductor ETF Trading Down 3.7%

VanEck Semiconductor ETF stock opened at $568.92 on Friday. VanEck Semiconductor ETF has a 12 month low of $279.19 and a 12 month high of $671.83. The firm has a market cap of $68.09 billion, a price-to-earnings ratio of 34.83 and a beta of 1.71. The stock has a fifty day simple moving average of $600.45 and a two-hundred day simple moving average of $479.15.

About VanEck Semiconductor ETF

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.