Vertex Planning Partners’s Broadcom AVGO Stock Holding History

Vertex Planning Partners’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	$218K	Buy	705 +84	+14%	+$27.6K	0.04%	128
2025 Q4	$215K	Sell	621 -1,403	-69%	-$502K	0.05%	123
2025 Q3	$668K	Buy	2,024 +308	+18%	+$94.5K	0.13%	96
2025 Q2	$473K	Buy	1,716 +114	+7%	+$24.8K	0.1%	111
2025 Q1	$268K	Sell	1,602 -61	-4%	-$12.9K	0.06%	154
2024 Q4	$386K	Buy	1,663 +475	+40%	+$87.9K	0.09%	127
2024 Q3	$205K	Buy	+1,188	New	+$190K	0.05%	158
2023 Q1	–	Sell	-4,880	Closed	-$273K	–	123
2022 Q4	$273K	Buy	+4,880	New	+$245K	0.11%	114

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vertex Planning Partners's AVGO Position: Q1 2026 in Review

Vertex Planning Partners increased its Broadcom (AVGO) stake by 14% in Q1 2026, buying an estimated $27.6K and bringing the position to 705 shares worth $218K. The position accounts for 0.04% of the portfolio, ranked #128.

Vertex Planning Partners first reported a position in AVGO in Q4 2022 and has held it in 8 quarters since. The position peaked at $668K in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Vertex Planning Partners held 705 shares of Broadcom worth $218K as of Q1 2026.
Vertex Planning Partners bought 84 Broadcom shares in Q1 2026, an estimated $27.6K.
Broadcom made up 0.04% of Vertex Planning Partners's portfolio in Q1 2026, its #128 holding.
Vertex Planning Partners first reported a position in Broadcom in Q4 2022 and has held it in 8 quarters since.
Vertex Planning Partners's Broadcom position peaked at $668K in Q3 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.