Blue Bell Private Wealth Management’s TCW Transform 500 ETF VOTE Stock Holding History

Blue Bell Private Wealth Management’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	$81.4K	Hold	923	–	–	0.01%	376
2026 Q1	$70.4K	Hold	923	–	–	0.01%	381
2025 Q4	$74K	Hold	923	–	–	0.01%	368
2025 Q3	$72.4K	Hold	923	–	–	0.01%	358
2025 Q2	$67.1K	Hold	923	–	–	0.01%	356
2025 Q1	$60.4K	Hold	923	–	–	0.01%	355
2024 Q4	$63.5K	Hold	923	–	–	0.01%	332
2024 Q3	$61.9K	Hold	923	–	–	0.01%	334
2024 Q2	$58.7K	Hold	923	–	–	0.01%	334
2024 Q1	$56.5K	Hold	923	–	–	0.01%	335
2023 Q4	$51.3K	Hold	923	–	–	0.01%	316
2023 Q3	$46K	Hold	923	–	–	0.01%	272
2023 Q2	$47.6K	Hold	923	–	–	0.01%	263
2023 Q1	$43.9K	Hold	923	–	–	0.01%	240
2022 Q4	$40.8K	Hold	923	–	–	0.01%	232
2022 Q3	$38K	Hold	923	–	–	0.01%	233
2022 Q2	$40K	Hold	923	–	–	0.01%	238
2022 Q1	$49K	Hold	923	–	–	0.01%	226
2021 Q4	$52K	Buy	+923	New	+$50.2K	0.01%	205

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

Blue Bell Private Wealth Management's VOTE Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its TCW Transform 500 ETF (VOTE) position steady in Q2 2026 at 923 shares worth $81.4K. The position accounts for 0.01% of the portfolio, ranked #376.

Blue Bell Private Wealth Management first reported a position in VOTE in Q4 2021 and has held it in 19 quarters since. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Blue Bell Private Wealth Management held 923 shares of TCW Transform 500 ETF worth $81.4K as of Q2 2026.
Blue Bell Private Wealth Management left its TCW Transform 500 ETF share count unchanged in Q2 2026.
TCW Transform 500 ETF made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #376 holding.
Blue Bell Private Wealth Management first reported a position in TCW Transform 500 ETF in Q4 2021 and has held it in 19 quarters since.
112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.