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VCI Wealth Management’s Broadcom AVGO Stock Holding History

VCI Wealth Management’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
Q3 		$8.05M Buy
22,919
+1,782
+8% +$671K 1.92% 15
2026
Q2 		$7.98M Buy
21,137
+1,419
+7% +$569K 2% 15
2026
Q1 		$6.1M Buy
19,718
+858
+5% +$282K 1.69% 16
2025
Q4 		$6.53M Buy
18,860
+3,027
+19% +$1.08M 1.81% 14
2025
Q3 		$5.22M Buy
15,833
+665
+4% +$204K 1.58% 17
2025
Q2 		$4.18M Buy
15,168
+611
+4% +$133K 1.46% 17
2025
Q1 		$2.44M Sell
14,557
-3,001
-17% -$635K 1.02% 21
2024
Q4 		$4.07M Buy
+17,558
New +$3.25M 1.73% 16
2024
Q1 		– Sell
-2,830
Closed -$316K – 106
2023
Q4 		$316K Buy
+2,830
New +$268K 0.19% 91

Other funds holding AVGO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

VCI Wealth Management's AVGO Position: Q3 2026 in Review

VCI Wealth Management increased its Broadcom (AVGO) stake by 8.4% in Q3 2026, buying an estimated $671K and bringing the position to 22,919 shares worth $8.05M. The position accounts for 1.92% of the portfolio, ranked #15.

VCI Wealth Management first reported a position in AVGO in Q4 2023 and has held it in 9 quarters since. 3,374 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • VCI Wealth Management held 22,919 shares of Broadcom worth $8.05M as of Q3 2026.
  • VCI Wealth Management bought 1,782 Broadcom shares in Q3 2026, an estimated $671K.
  • Broadcom made up 1.92% of VCI Wealth Management's portfolio in Q3 2026, its #15 holding.
  • VCI Wealth Management first reported a position in Broadcom in Q4 2023 and has held it in 9 quarters since.
  • 3,374 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on VCI Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.