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Angeles Investment Advisors’s TCW Transform 500 ETF VOTE Stock Holding History

Angeles Investment Advisors’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 		$78.4M Buy
889,414
+124,758
+16% +$10.6M 4.71% 4
2026
Q1 		$58.3M Sell
764,656
-36,383
-5% -$2.9M 3.92% 4
2025
Q4 		$64.3M Buy
801,039
+71,470
+10% +$5.68M 4.29% 5
2025
Q3 		$57.3M Sell
729,569
-324,975
-31% -$24.5M 3.76% 6
2025
Q2 		$76.7M Buy
1,054,544
+192,625
+22% +$12.9M 4.34% 6
2025
Q1 		$56.4M Buy
861,919
+96,480
+13% +$6.66M 3.03% 8
2024
Q4 		$52.7M Buy
765,439
+254,655
+50% +$17.6M 2.53% 10
2024
Q3 		$34.2M Sell
510,784
-569,825
-53% -$36.8M 1.75% 12
2024
Q2 		$68.7M Buy
1,080,609
+30,222
+3% +$1.85M 3.5% 6
2024
Q1 		$64.3M Buy
1,050,387
+35,764
+4% +$2.08M 3.42% 9
2023
Q4 		$56.4M Buy
1,014,623
+446,808
+79% +$23.2M 3.4% 9
2023
Q3 		$28.3M Buy
567,815
+505,515
+811% +$26.2M 2.22% 10
2023
Q2 		$3.21M Sell
62,300
-379,681
-86% -$18.5M 0.27% 20
2023
Q1 		$21M Buy
441,981
+981
+0.2% +$45.4K 1.73% 10
2022
Q4 		$19.5M Hold
441,000
– – 1.67% 10
2022
Q3 		$18.6M Buy
+441,000
New +$20.4M 1.93% 7

Other funds holding VOTE

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
EWA
Etesian Wealth Advisors West Linn, Oregon $338M AUM 15.5% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
RFW
Rainier Family Wealth Tacoma, Washington $176M AUM 26.86% 1-Year Est. Return

Angeles Investment Advisors's VOTE Position: Q2 2026 in Review

Angeles Investment Advisors increased its TCW Transform 500 ETF (VOTE) stake by 16% in Q2 2026, buying an estimated $10.6M and bringing the position to 889,414 shares worth $78.4M. The position accounts for 4.71% of the portfolio, ranked #4.

Angeles Investment Advisors first reported a position in VOTE in Q3 2022 and has held it in 16 quarters since. 23 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

  • Angeles Investment Advisors held 889,414 shares of TCW Transform 500 ETF worth $78.4M as of Q2 2026.
  • Angeles Investment Advisors bought 124,758 TCW Transform 500 ETF shares in Q2 2026, an estimated $10.6M.
  • TCW Transform 500 ETF made up 4.71% of Angeles Investment Advisors's portfolio in Q2 2026, its #4 holding.
  • Angeles Investment Advisors first reported a position in TCW Transform 500 ETF in Q3 2022 and has held it in 16 quarters since.
  • 23 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Angeles Investment Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.