Cambridge Investment Research Advisors
VOTE icon

Cambridge Investment Research Advisors’s TCW Transform 500 ETF VOTE Stock Holding History

Cambridge Investment Research Advisors’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 		$5.71M Sell
64,726
-4,322
-6% -$369K 0.01% 962
2026
Q1 		$5.27M Sell
69,048
-6,328
-8% -$505K 0.01% 940
2025
Q4 		$6.05M Sell
75,376
-1,675
-2% -$133K 0.02% 826
2025
Q3 		$6.05M Buy
77,051
+2,269
+3% +$171K 0.02% 807
2025
Q2 		$5.44M Buy
74,782
+841
+1% +$56.5K 0.02% 803
2025
Q1 		$4.83M Sell
73,941
-4,159
-5% -$287K 0.02% 824
2024
Q4 		$5.37M Sell
78,100
-5,639
-7% -$390K 0.02% 765
2024
Q3 		$5.61M Buy
83,739
+1,761
+2% +$114K 0.02% 742
2024
Q2 		$5.21M Sell
81,978
-6,308
-7% -$386K 0.02% 737
2024
Q1 		$5.41M Buy
88,286
+9,127
+12% +$532K 0.02% 703
2023
Q4 		$4.4M Sell
79,159
-6,987
-8% -$363K 0.02% 764
2023
Q3 		$4.3M Sell
86,146
-4,145
-5% -$215K 0.02% 727
2023
Q2 		$4.66M Sell
90,291
-1,320
-1% -$64.4K 0.02% 694
2023
Q1 		$4.36M Sell
91,611
-1,102
-1% -$51K 0.02% 702
2022
Q4 		$4.1M Sell
92,713
-1,792
-2% -$79.9K 0.02% 690
2022
Q3 		$3.93M Sell
94,505
-1,134
-1% -$52.4K 0.02% 670
2022
Q2 		$4.19M Sell
95,639
-17,038
-15% -$812K 0.02% 661
2022
Q1 		$5.96M Buy
112,677
+4,534
+4% +$236K 0.03% 560
2021
Q4 		$6.05M Buy
108,143
+16,382
+18% +$891K 0.03% 572
2021
Q3 		$4.68M Buy
+91,761
New +$4.81M 0.02% 641

Other funds holding VOTE

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
PNC Financial Services Group
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
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
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
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Cambridge Investment Research Advisors's VOTE Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its TCW Transform 500 ETF (VOTE) stake by 6.3% in Q2 2026, selling an estimated $369K and leaving 64,726 shares worth $5.71M. The position accounts for 0.01% of the portfolio, ranked #962.

Cambridge Investment Research Advisors first reported a position in VOTE in Q3 2021 and has held it in 20 quarters since. The position peaked at $6.05M in Q4 2021. 111 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

  • Cambridge Investment Research Advisors held 64,726 shares of TCW Transform 500 ETF worth $5.71M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 4,322 TCW Transform 500 ETF shares in Q2 2026, an estimated $369K.
  • TCW Transform 500 ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #962 holding.
  • Cambridge Investment Research Advisors first reported a position in TCW Transform 500 ETF in Q3 2021 and has held it in 20 quarters since.
  • Cambridge Investment Research Advisors's TCW Transform 500 ETF position peaked at $6.05M in Q4 2021.
  • 111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.