VERPA
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Virginia Estate & Retirement Planning Advisors’s Broadcom AVGO Stock Holding History

Virginia Estate & Retirement Planning Advisors’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 		$37.8K Hold
100
– – 0.05% 54
2026
Q1 		$31K Buy
+100
New +$32.9K 0.05% 46

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

Virginia Estate & Retirement Planning Advisors's AVGO Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors held its Broadcom (AVGO) position steady in Q2 2026 at 100 shares worth $37.8K. The position accounts for 0.05% of the portfolio, ranked #54.

Virginia Estate & Retirement Planning Advisors first reported a position in AVGO in Q1 2026 and has held it in 2 quarters since. 4,774 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 100 shares of Broadcom worth $37.8K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.05% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #54 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in Broadcom in Q1 2026 and has held it in 2 quarters since.
  • 4,774 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.