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Vaughan David Investments’s Broadcom AVGO Stock Holding History

Vaughan David Investments’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 		$147M Sell
388,873
-12,890
-3% -$5.17M 2.92% 2
2026
Q1 		$124M Sell
401,763
-15,298
-4% -$5.03M 2.63% 1
2025
Q4 		$144M Sell
417,061
-36,963
-8% -$13.2M 3.14% 1
2025
Q3 		$150M Sell
454,024
-37,956
-8% -$11.6M 3.23% 1
2025
Q2 		$136M Sell
491,980
-30,863
-6% -$6.7M 3.03% 2
2025
Q1 		$87.5M Sell
522,843
-24,663
-5% -$5.22M 2.05% 2
2024
Q4 		$127M Sell
547,506
-25,360
-4% -$4.69M 3% 2
2024
Q3 		$98.8M Sell
572,866
-15,144
-3% -$2.43M 2.27% 2
2024
Q2 		$94.4M Sell
588,010
-29,290
-5% -$4.1M 2.39% 2
2024
Q1 		$81.8M Sell
617,300
-38,820
-6% -$4.81M 2.04% 2
2023
Q4 		$73.2M Sell
656,120
-38,970
-6% -$3.69M 2.01% 3
2023
Q3 		$57.7M Sell
695,090
-14,110
-2% -$1.22M 1.75% 6
2023
Q2 		$61.5M Sell
709,200
-5,950
-0.8% -$424K 1.8% 5
2023
Q1 		$45.9M Sell
715,150
-5,220
-0.7% -$314K 1.39% 13
2022
Q4 		$40.3M Buy
720,370
+12,780
+2% +$641K 1.2% 26
2022
Q3 		$31.4M Buy
707,590
+13,270
+2% +$678K 1.05% 42
2022
Q2 		$33.7M Buy
694,320
+23,540
+4% +$1.32M 1.08% 43
2022
Q1 		$42.2M Buy
670,780
+13,120
+2% +$779K 1.25% 22
2021
Q4 		$43.8M Buy
657,660
+4,300
+0.7% +$242K 1.28% 22
2021
Q3 		$31.7M Buy
653,360
+28,860
+5% +$1.4M 1.01% 43
2021
Q2 		$29.8M Buy
+624,500
New +$28.9M 0.93% 60

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

Vaughan David Investments's AVGO Position: Q2 2026 in Review

Vaughan David Investments reduced its Broadcom (AVGO) stake by 3.2% in Q2 2026, selling an estimated $5.17M and leaving 388,873 shares worth $147M. The position accounts for 2.92% of the portfolio, ranked #2.

Vaughan David Investments first reported a position in AVGO in Q2 2021 and has held it in 21 quarters since. The position peaked at $150M in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Vaughan David Investments held 388,873 shares of Broadcom worth $147M as of Q2 2026.
  • Vaughan David Investments sold 12,890 Broadcom shares in Q2 2026, an estimated $5.17M.
  • Broadcom made up 2.92% of Vaughan David Investments's portfolio in Q2 2026, its #2 holding.
  • Vaughan David Investments first reported a position in Broadcom in Q2 2021 and has held it in 21 quarters since.
  • Vaughan David Investments's Broadcom position peaked at $150M in Q3 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.