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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
Q2 		$682K Buy
1,805
+430
+31% +$172K 0.15% 69
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 $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

Vance Wealth's AVGO Position: Q2 2026 in Review

Vance Wealth increased its Broadcom (AVGO) stake by 31% in Q2 2026, buying an estimated $172K and bringing the position to 1,805 shares worth $682K. The position accounts for 0.15% of the portfolio, ranked #69.

Vance Wealth first reported a position in AVGO in Q3 2024 and has held it in 7 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Vance Wealth held 1,805 shares of Broadcom worth $682K as of Q2 2026.
  • Vance Wealth bought 430 Broadcom shares in Q2 2026, an estimated $172K.
  • Broadcom made up 0.15% of Vance Wealth's portfolio in Q2 2026, its #69 holding.
  • Vance Wealth first reported a position in Broadcom in Q3 2024 and has held it in 7 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.