Betterment LLC’s TCW Transform 500 ETF VOTE Stock Holding History

Betterment LLC’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	$143M	Buy	1,620,553 +5,117	+0.3%	+$437K	0.24%	39
2026 Q1	$123M	Buy	1,615,436 +42,846	+3%	+$3.42M	0.23%	40
2025 Q4	$126M	Buy	1,572,590 +16,436	+1%	+$1.31M	0.24%	39
2025 Q3	$122M	Buy	1,556,154 +35,377	+2%	+$2.67M	0.24%	41
2025 Q2	$111M	Buy	1,520,777 +200,030	+15%	+$13.4M	0.24%	38
2025 Q1	$86.4M	Buy	1,320,747 +46,253	+4%	+$3.19M	0.2%	43
2024 Q4	$87.7M	Buy	1,274,494 +45,166	+4%	+$3.12M	0.21%	44
2024 Q3	$82.4M	Buy	1,229,328 +41,940	+4%	+$2.71M	0.2%	45
2024 Q2	$75.5M	Buy	1,187,388 +211,684	+22%	+$13M	0.2%	41
2024 Q1	$59.8M	Buy	975,704 +11,113	+1%	+$647K	0.16%	43
2023 Q4	$53.7M	Sell	964,591 -976	-0.1%	-$50.8K	0.15%	39
2023 Q3	$48.2M	Buy	965,567 +8,988	+0.9%	+$466K	0.15%	39
2023 Q2	$49.4M	Buy	956,579 +28,991	+3%	+$1.41M	0.15%	39
2023 Q1	$44.1M	Buy	927,588 +28,519	+3%	+$1.32M	0.14%	40
2022 Q4	$39.8M	Buy	899,069 +93,896	+12%	+$4.18M	0.14%	39
2022 Q3	$35.2M	Hold	805,173	–	–	0.13%	40
2022 Q2	$35.2M	Buy	805,173 +124,513	+18%	+$5.94M	0.13%	40
2022 Q1	$36M	Buy	680,660 +176,471	+35%	+$9.2M	0.11%	40
2021 Q4	$28.2M	Buy	504,189 +225,670	+81%	+$12.3M	0.09%	41
2021 Q3	$14.2M	Buy	+278,519	New	+$14.6M	0.05%	52

Other funds holding VOTE

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

DWT

Dorsey & Whitney Trust Sioux Falls, South Dakota $2.05B AUM 30.99% 1-Year Est. Return

Betterment LLC's VOTE Position: Q2 2026 in Review

Betterment LLC increased its TCW Transform 500 ETF (VOTE) stake by 0.32% in Q2 2026, buying an estimated $437K and bringing the position to 1,620,553 shares worth $143M. The position accounts for 0.24% of the portfolio, ranked #39.

Betterment LLC first reported a position in VOTE in Q3 2021 and has held it in 20 quarters since. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Betterment LLC held 1,620,553 shares of TCW Transform 500 ETF worth $143M as of Q2 2026.
Betterment LLC bought 5,117 TCW Transform 500 ETF shares in Q2 2026, an estimated $437K.
TCW Transform 500 ETF made up 0.24% of Betterment LLC's portfolio in Q2 2026, its #39 holding.
Betterment LLC first reported a position in TCW Transform 500 ETF in Q3 2021 and has held it in 20 quarters since.
112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.