Betterment LLC
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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
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
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 $1.49B AUM 19.36% 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 $6.39B AUM 29.64% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC's VOTE Position: Q1 2026 in Review

Betterment LLC increased its TCW Transform 500 ETF (VOTE) stake by 2.7% in Q1 2026, buying an estimated $3.42M and bringing the position to 1,615,436 shares worth $123M. The position accounts for 0.23% of the portfolio, ranked #40.

Betterment LLC first reported a position in VOTE in Q3 2021 and has held it in 19 quarters since. The position peaked at $126M in Q4 2025. 111 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

  • Betterment LLC held 1,615,436 shares of TCW Transform 500 ETF worth $123M as of Q1 2026.
  • Betterment LLC bought 42,846 TCW Transform 500 ETF shares in Q1 2026, an estimated $3.42M.
  • TCW Transform 500 ETF made up 0.23% of Betterment LLC's portfolio in Q1 2026, its #40 holding.
  • Betterment LLC first reported a position in TCW Transform 500 ETF in Q3 2021 and has held it in 19 quarters since.
  • Betterment LLC's TCW Transform 500 ETF position peaked at $126M in Q4 2025.
  • 111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.