VMS Asset Management Limited Buys New Position in VanEck Semiconductor ETF $SMH

VMS Asset Management Limited bought a new stake in shares of VanEck Semiconductor ETF (NASDAQ:SMH) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 12,625 shares of the company’s stock, valued at approximately $4,547,000.

Several other hedge funds also recently added to or reduced their stakes in the business. J.W. Cole Advisors Inc. increased its position in VanEck Semiconductor ETF by 2.5% during the 4th quarter. J.W. Cole Advisors Inc. now owns 32,641 shares of the company’s stock valued at $11,755,000 after buying an additional 805 shares in the last quarter. Prudential PLC acquired a new position in VanEck Semiconductor ETF during the 4th quarter valued at about $33,705,000. Vise Technologies Inc. increased its position in VanEck Semiconductor ETF by 125.7% during the 4th quarter. Vise Technologies Inc. now owns 1,623 shares of the company’s stock valued at $584,000 after buying an additional 904 shares in the last quarter. Verus Capital Partners LLC increased its position in VanEck Semiconductor ETF by 8.5% during the 4th quarter. Verus Capital Partners LLC now owns 1,462 shares of the company’s stock valued at $527,000 after buying an additional 115 shares in the last quarter. Finally, Avalon Capital Management increased its position in VanEck Semiconductor ETF by 21.2% during the 4th quarter. Avalon Capital Management now owns 50,002 shares of the company’s stock valued at $18,007,000 after buying an additional 8,743 shares in the last quarter.

VanEck Semiconductor ETF News Summary

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

• 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 Price Performance

Shares of NASDAQ:SMH opened at $627.53 on Friday. The business’s 50-day moving average is $502.08 and its 200 day moving average is $424.48. VanEck Semiconductor ETF has a 1 year low of $249.76 and a 1 year high of $642.77. The firm has a market capitalization of $72.91 billion, a P/E ratio of 34.83 and a beta of 1.72.

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.