Vest Financial
AVGO icon

Vest Financial’s Broadcom AVGO Stock Holding History

Vest Financial’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 		$76.7M Buy
218,440
+38,079
+21% +$14.3M 0.81% 29
2026
Q2 		$68.1M Buy
180,361
+19,072
+12% +$7.65M 0.72% 34
2026
Q1 		$49.9M Buy
161,289
+37,248
+30% +$12.3M 0.6% 70
2025
Q4 		$42.9M Buy
124,041
+7,733
+7% +$2.77M 0.54% 99
2025
Q3 		$38.4M Buy
116,308
+24,618
+27% +$7.55M 0.5% 103
2025
Q2 		$25.3M Buy
91,690
+17,880
+24% +$3.88M 0.36% 110
2025
Q1 		$12.4M Buy
73,810
+23,751
+47% +$5.03M 0.19% 120
2024
Q4 		$11.6M Buy
50,059
+13,996
+39% +$2.59M 0.21% 114
2024
Q3 		$6.22M Buy
36,063
+14,003
+63% +$2.24M 0.12% 115
2024
Q2 		$3.54M Buy
22,060
+2,900
+15% +$406K 0.09% 114
2024
Q1 		$2.54M Buy
19,160
+12,270
+178% +$1.52M 0.07% 116
2023
Q4 		$769K Buy
+6,890
New +$652K 0.03% 116

Other funds holding AVGO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Vest Financial's AVGO Position: Q3 2026 in Review

Vest Financial increased its Broadcom (AVGO) stake by 21% in Q3 2026, buying an estimated $14.3M and bringing the position to 218,440 shares worth $76.7M. The position accounts for 0.81% of the portfolio, ranked #29.

Vest Financial first reported a position in AVGO in Q4 2023 and has held it in 12 quarters since. 4,276 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Vest Financial held 218,440 shares of Broadcom worth $76.7M as of Q3 2026.
  • Vest Financial bought 38,079 Broadcom shares in Q3 2026, an estimated $14.3M.
  • Broadcom made up 0.81% of Vest Financial's portfolio in Q3 2026, its #29 holding.
  • Vest Financial first reported a position in Broadcom in Q4 2023 and has held it in 12 quarters since.
  • 4,276 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Vest Financial's 13F filing for Q3 2026, filed 21 Oct 2026.