Arax Advisory Partners’s TCW Transform 500 ETF VOTE Stock Holding History

Arax Advisory Partners’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	$228K	Buy	+2,589	New	+$221K	﹤0.01%	2162
2025 Q4	–	Sell	-164,737	Closed	-$6.76M	–	4554
2025 Q3	$6.76M	Buy	164,737 +159,397	+2,985%	+$12M	0.1%	169
2025 Q2	$388K	Buy	+5,340	New	+$359K	0.02%	461

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

Arax Advisory Partners's VOTE Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in TCW Transform 500 ETF (VOTE) in Q2 2026: 2,589 shares worth $228K. The stake represents ﹤0.01% of the portfolio and ranks #2162 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in VOTE as recently as Q3 2025.

Arax Advisory Partners first reported a position in VOTE in Q2 2025 and has held it in 3 quarters since. The position peaked at $6.76M in Q3 2025. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Arax Advisory Partners held 2,589 shares of TCW Transform 500 ETF worth $228K as of Q2 2026.
TCW Transform 500 ETF was a new Arax Advisory Partners position in Q2 2026.
TCW Transform 500 ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2162 holding.
Arax Advisory Partners first reported a position in TCW Transform 500 ETF in Q2 2025 and has held it in 3 quarters since.
Arax Advisory Partners's TCW Transform 500 ETF position peaked at $6.76M in Q3 2025.
112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.