Advisor OS’s TCW Transform 500 ETF VOTE Stock Holding History

Advisor OS’s Portfolio VOTE Stock Details VOTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$700K	Sell	7,935 -216	-3%	-$18.4K	0.05%	255
2026 Q1	$622K	Buy	8,151 +172	+2%	+$13.7K	0.05%	263
2025 Q4	$640K	Buy	7,979 +13	+0.2%	+$1.03K	0.05%	244
2025 Q3	$625K	Sell	7,966 -451	-5%	-$34K	0.05%	221
2025 Q2	$612K	Buy	8,417 +909	+12%	+$61.1K	0.06%	221
2025 Q1	$491K	Buy	+7,508	New	+$518K	0.06%	238

Other funds holding VOTE

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Advisor OS's VOTE Position: Q2 2026 in Review

Advisor OS reduced its TCW Transform 500 ETF (VOTE) stake by 2.6% in Q2 2026, selling an estimated $18.4K and leaving 7,935 shares worth $700K. The position accounts for 0.05% of the portfolio, ranked #255.

Advisor OS first reported a position in VOTE in Q1 2025 and has held it in 6 quarters since. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Advisor OS held 7,935 shares of TCW Transform 500 ETF worth $700K as of Q2 2026.
Advisor OS sold 216 TCW Transform 500 ETF shares in Q2 2026, an estimated $18.4K.
TCW Transform 500 ETF made up 0.05% of Advisor OS's portfolio in Q2 2026, its #255 holding.
Advisor OS first reported a position in TCW Transform 500 ETF in Q1 2025 and has held it in 6 quarters since.
112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.