Advisornet Financial’s TCW Transform 500 ETF VOTE Stock Holding History

Advisornet Financial’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	$128K	Buy	1,452 +31	+2%	+$2.65K	0.01%	786
2026 Q1	$108K	Buy	1,421 +267	+23%	+$21.3K	0.01%	793
2025 Q4	$92.6K	Buy	1,154 +52	+5%	+$4.13K	﹤0.01%	842
2025 Q3	$86.5K	Buy	1,102 +127	+13%	+$9.59K	﹤0.01%	833
2025 Q2	$70.9K	Buy	975 +140	+17%	+$9.4K	﹤0.01%	875
2025 Q1	$54.6K	Buy	835 +142	+20%	+$9.81K	﹤0.01%	908
2024 Q4	$47.6K	Buy	693 +112	+19%	+$7.74K	﹤0.01%	897
2024 Q3	$38.9K	Buy	581 +16	+3%	+$1.03K	﹤0.01%	980
2024 Q2	$35.9K	Buy	565 +177	+46%	+$10.8K	﹤0.01%	926
2024 Q1	$23.8K	Buy	388 +18	+5%	+$1.05K	﹤0.01%	1027
2023 Q4	$20.6K	Buy	370 +29	+9%	+$1.51K	﹤0.01%	1072
2023 Q3	$17K	Buy	341 +15	+5%	+$777	﹤0.01%	1085
2023 Q2	$16.8K	Buy	326 +13	+4%	+$634	﹤0.01%	1160
2023 Q1	$14.9K	Buy	313 +16	+5%	+$740	﹤0.01%	1175
2022 Q4	$13.1K	Buy	297 +41	+16%	+$1.83K	﹤0.01%	1212
2022 Q3	$11K	Buy	256 +8	+3%	+$369	﹤0.01%	1319
2022 Q2	$11K	Buy	248 +16	+7%	+$763	﹤0.01%	1323
2022 Q1	$12K	Buy	232 +175	+307%	+$9.13K	﹤0.01%	1401
2021 Q4	$3K	Buy	+57	New	+$3.1K	﹤0.01%	1786

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

Advisornet Financial's VOTE Position: Q2 2026 in Review

Advisornet Financial increased its TCW Transform 500 ETF (VOTE) stake by 2.2% in Q2 2026, buying an estimated $2.65K and bringing the position to 1,452 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #786.

Advisornet Financial first reported a position in VOTE in Q4 2021 and has held it in 19 quarters since. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Advisornet Financial held 1,452 shares of TCW Transform 500 ETF worth $128K as of Q2 2026.
Advisornet Financial bought 31 TCW Transform 500 ETF shares in Q2 2026, an estimated $2.65K.
TCW Transform 500 ETF made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #786 holding.
Advisornet Financial first reported a position in TCW Transform 500 ETF in Q4 2021 and has held it in 19 quarters since.
112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.