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 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 $52.8B AUM 15.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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 $3.7B AUM 16.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

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

Brighton Jones LLC's VOTE Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in TCW Transform 500 ETF (VOTE) in Q1 2026: 21,780 shares worth $1.66M. The stake represents 0.04% of the portfolio and ranks #315 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in VOTE as recently as Q3 2025.

Brighton Jones LLC first reported a position in VOTE in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.7M in Q3 2025. 113 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

Brighton Jones LLC held 21,780 shares of TCW Transform 500 ETF worth $1.66M as of Q1 2026.
TCW Transform 500 ETF was a new Brighton Jones LLC position in Q1 2026.
TCW Transform 500 ETF made up 0.04% of Brighton Jones LLC's portfolio in Q1 2026, its #315 holding.
Brighton Jones LLC first reported a position in TCW Transform 500 ETF in Q4 2023 and has held it in 9 quarters since.
Brighton Jones LLC's TCW Transform 500 ETF position peaked at $1.7M in Q3 2025.
113 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.