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Vance Wealth’s Broadcom AVGO Stock Holding History

Vance Wealth’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
Q1 		$426K Buy
1,375
+77
+6% +$25.3K 0.12% 77
2025
Q4 		$449K Buy
1,298
+100
+8% +$35.8K 0.13% 73
2025
Q3 		$395K Buy
1,198
+22
+2% +$6.75K 0.12% 79
2025
Q2 		$324K Buy
+1,176
New +$255K 0.11% 89
2025
Q1 		– Sell
-1,107
Closed -$257K – 105
2024
Q4 		$257K Sell
1,107
-263
-19% -$48.6K 0.1% 86
2024
Q3 		$236K Buy
+1,370
New +$220K 0.09% 86

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vance Wealth's AVGO Position: Q1 2026 in Review

Vance Wealth increased its Broadcom (AVGO) stake by 5.9% in Q1 2026, buying an estimated $25.3K and bringing the position to 1,375 shares worth $426K. The position accounts for 0.12% of the portfolio, ranked #77.

Vance Wealth first reported a position in AVGO in Q3 2024 and has held it in 6 quarters since. The position peaked at $449K in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Vance Wealth held 1,375 shares of Broadcom worth $426K as of Q1 2026.
  • Vance Wealth bought 77 Broadcom shares in Q1 2026, an estimated $25.3K.
  • Broadcom made up 0.12% of Vance Wealth's portfolio in Q1 2026, its #77 holding.
  • Vance Wealth first reported a position in Broadcom in Q3 2024 and has held it in 6 quarters since.
  • Vance Wealth's Broadcom position peaked at $449K in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Vance Wealth's 13F filing for Q1 2026, filed 15 May 2026.