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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
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

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

VCI Wealth Management's AVGO Position: Q2 2026 in Review

VCI Wealth Management increased its Broadcom (AVGO) stake by 7.2% in Q2 2026, buying an estimated $569K and bringing the position to 21,137 shares worth $7.98M. The position accounts for 2% of the portfolio, ranked #15.

VCI Wealth Management first reported a position in AVGO in Q4 2023 and has held it in 8 quarters since. 4,849 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • VCI Wealth Management held 21,137 shares of Broadcom worth $7.98M as of Q2 2026.
  • VCI Wealth Management bought 1,419 Broadcom shares in Q2 2026, an estimated $569K.
  • Broadcom made up 2% of VCI Wealth Management's portfolio in Q2 2026, its #15 holding.
  • VCI Wealth Management first reported a position in Broadcom in Q4 2023 and has held it in 8 quarters since.
  • 4,849 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on VCI Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.