Brighton Jones LLC’s TCW Transform 500 ETF VOTE Stock Holding History

Brighton Jones 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	$1.92M	Buy	21,818 +38	+0.2%	+$3.24K	0.04%	307
2026 Q1	$1.66M	Buy	+21,780	New	+$1.74M	0.04%	315
2025 Q4	–	Sell	-21,693	Closed	-$1.7M	–	937
2025 Q3	$1.7M	Buy	21,693 +41	+0.2%	+$3.1K	0.04%	252
2025 Q2	$1.57M	Buy	21,652 +39	+0.2%	+$2.62K	0.04%	227
2025 Q1	$1.41M	Buy	21,613 +709	+3%	+$49K	0.05%	213
2024 Q4	$1.44M	Sell	20,904 -226	-1%	-$15.6K	0.04%	202
2024 Q3	$1.42M	Buy	21,130 +3	+0%	+$194	0.05%	175
2024 Q2	$1.34M	Buy	21,127 +3	+0%	+$184	0.04%	193
2024 Q1	$1.29M	Buy	21,124 +2	+0%	+$117	0.05%	192
2023 Q4	$1.17M	Buy	+21,122	New	+$1.1M	0.05%	182

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

Brighton Jones LLC's VOTE Position: Q2 2026 in Review

Brighton Jones LLC increased its TCW Transform 500 ETF (VOTE) stake by 0.17% in Q2 2026, buying an estimated $3.24K and bringing the position to 21,818 shares worth $1.92M. The position accounts for 0.04% of the portfolio, ranked #307.

Brighton Jones LLC first reported a position in VOTE in Q4 2023 and has held it in 10 quarters since. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Brighton Jones LLC held 21,818 shares of TCW Transform 500 ETF worth $1.92M as of Q2 2026.
Brighton Jones LLC bought 38 TCW Transform 500 ETF shares in Q2 2026, an estimated $3.24K.
TCW Transform 500 ETF made up 0.04% of Brighton Jones LLC's portfolio in Q2 2026, its #307 holding.
Brighton Jones LLC first reported a position in TCW Transform 500 ETF in Q4 2023 and has held it in 10 quarters since.
112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.