Betterment LLC
AVGO icon

Betterment LLC’s Broadcom AVGO Stock Holding History

Betterment LLC’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.33M Buy
6,173
+2,297
+59% +$921K ﹤0.01% 244
2026
Q1 		$1.2M Buy
3,876
+1,555
+67% +$512K ﹤0.01% 299
2025
Q4 		$803K Buy
2,321
+631
+37% +$226K ﹤0.01% 327
2025
Q3 		$558K Buy
1,690
+205
+14% +$62.9K ﹤0.01% 364
2025
Q2 		$409K Buy
1,485
+149
+11% +$32.4K ﹤0.01% 395
2025
Q1 		$224K Buy
1,336
+76
+6% +$16.1K ﹤0.01% 443
2024
Q4 		$292K Buy
1,260
+29
+2% +$5.36K ﹤0.01% 389
2024
Q3 		$212K Buy
+1,231
New +$197K ﹤0.01% 417

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Betterment LLC's AVGO Position: Q2 2026 in Review

Betterment LLC increased its Broadcom (AVGO) stake by 59% in Q2 2026, buying an estimated $921K and bringing the position to 6,173 shares worth $2.33M. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Betterment LLC first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Betterment LLC held 6,173 shares of Broadcom worth $2.33M as of Q2 2026.
  • Betterment LLC bought 2,297 Broadcom shares in Q2 2026, an estimated $921K.
  • Broadcom made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #244 holding.
  • Betterment LLC first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.