Bank of New York Mellon’s TCW Transform 500 ETF VOTE Stock Holding History

Bank of New York Mellon’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	$3.54M	Sell	40,133 -1,192	-3%	-$102K	﹤0.01%	2648
2026 Q1	$3.15M	Buy	41,325 +1,302	+3%	+$104K	﹤0.01%	2573
2025 Q4	$3.21M	Sell	40,023 -327	-0.8%	-$26K	﹤0.01%	2579
2025 Q3	$3.17M	Sell	40,350 -915	-2%	-$69.1K	﹤0.01%	2571
2025 Q2	$3M	Sell	41,265 -918	-2%	-$61.7K	﹤0.01%	2547
2025 Q1	$2.76M	Sell	42,183 -3,745	-8%	-$259K	﹤0.01%	2527
2024 Q4	$3.16M	Sell	45,928 -2,181	-5%	-$151K	﹤0.01%	2529
2024 Q3	$3.23M	Sell	48,109 -1,647	-3%	-$106K	﹤0.01%	2527
2024 Q2	$3.16M	Sell	49,756 -3,642	-7%	-$223K	﹤0.01%	2556
2024 Q1	$3.27M	Buy	53,398 +11,952	+29%	+$696K	﹤0.01%	2517
2023 Q4	$2.31M	Buy	+41,446	New	+$2.16M	﹤0.01%	2755

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

Bank of New York Mellon's VOTE Position: Q2 2026 in Review

Bank of New York Mellon reduced its TCW Transform 500 ETF (VOTE) stake by 2.9% in Q2 2026, selling an estimated $102K and leaving 40,133 shares worth $3.54M. The position accounts for ﹤0.01% of the portfolio, ranked #2648.

Bank of New York Mellon first reported a position in VOTE in Q4 2023 and has held it in 11 quarters since. 111 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Bank of New York Mellon held 40,133 shares of TCW Transform 500 ETF worth $3.54M as of Q2 2026.
Bank of New York Mellon sold 1,192 TCW Transform 500 ETF shares in Q2 2026, an estimated $102K.
TCW Transform 500 ETF made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #2648 holding.
Bank of New York Mellon first reported a position in TCW Transform 500 ETF in Q4 2023 and has held it in 11 quarters since.
111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.