Bank of America
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Bank of America’s TCW Transform 500 ETF VOTE Stock Holding History

Bank of America’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
Q1 		$14.2M Buy
185,779
+9,215
+5% +$736K ﹤0.01% 2673
2025
Q4 		$14.2M Buy
176,564
+8,703
+5% +$692K ﹤0.01% 2570
2025
Q3 		$13.2M Buy
167,861
+649
+0.4% +$49K ﹤0.01% 3019
2025
Q2 		$12.2M Sell
167,212
-13,474
-7% -$905K ﹤0.01% 3044
2025
Q1 		$11.8M Buy
180,686
+15,883
+10% +$1.1M ﹤0.01% 2960
2024
Q4 		$11.3M Buy
164,803
+131
+0.1% +$9.05K ﹤0.01% 2829
2024
Q3 		$11M Buy
164,672
+807
+0.5% +$52.2K ﹤0.01% 2973
2024
Q2 		$10.4M Buy
163,865
+126
+0.1% +$7.71K ﹤0.01% 2911
2024
Q1 		$10M Sell
163,739
-16,999
-9% -$990K ﹤0.01% 2976
2023
Q4 		$10.1M Buy
180,738
+18,714
+12% +$973K ﹤0.01% 2889
2023
Q3 		$8.08M Sell
162,024
-20,515
-11% -$1.06M ﹤0.01% 2940
2023
Q2 		$9.42M Buy
182,539
+10,298
+6% +$502K ﹤0.01% 2770
2023
Q1 		$8.2M Buy
172,241
+10,733
+7% +$497K ﹤0.01% 3029
2022
Q4 		$7.14M Sell
161,508
-1,119
-0.7% -$49.9K ﹤0.01% 3017
2022
Q3 		$6.76M Sell
162,627
-1,751
-1% -$80.8K ﹤0.01% 3025
2022
Q2 		$7.2M Sell
164,378
-1,812
-1% -$86.4K ﹤0.01% 3007
2022
Q1 		$8.79M Sell
166,190
-9,382
-5% -$489K ﹤0.01% 2981
2021
Q4 		$9.82M Sell
175,572
-51,172
-23% -$2.78M ﹤0.01% 2952
2021
Q3 		$11.6M Buy
+226,744
New +$11.9M ﹤0.01% 2691

Other funds holding VOTE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

Bank of America's VOTE Position: Q1 2026 in Review

Bank of America increased its TCW Transform 500 ETF (VOTE) stake by 5.2% in Q1 2026, buying an estimated $736K and bringing the position to 185,779 shares worth $14.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2673.

Bank of America first reported a position in VOTE in Q3 2021 and has held it in 19 quarters since. 112 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

  • Bank of America held 185,779 shares of TCW Transform 500 ETF worth $14.2M as of Q1 2026.
  • Bank of America bought 9,215 TCW Transform 500 ETF shares in Q1 2026, an estimated $736K.
  • TCW Transform 500 ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2673 holding.
  • Bank of America first reported a position in TCW Transform 500 ETF in Q3 2021 and has held it in 19 quarters since.
  • 112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.