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Broadcom shares owned by Total Wealth Planning

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Total Wealth Planning from 13F filings

Historical chart of Total Wealth Planning investment in Broadcom

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All positions including Broadcom held by Total Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Total Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $213k 645 329.91

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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Internatnal Val (DFIV)
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Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Total Wealth Planning

Top funds holding Broadcom

Vanguard Group
BlackRock
State Street Corporation
Capital Research and Management Company - Division 3
Capital World Investors
FMR
Geode Capital Management
Jpmorgan Chase & Co
Capital Research Global Investors
Morgan Stanley
Northern Trust
Wellington Management Company
Goldman Sachs Group
Invesco
Nuveen

View all funds holding Broadcom