Capital Analysts LLC’s TCW Transform 500 ETF VOTE Stock Holding History

Capital Analysts 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	$77K	Buy	1,004 +3	+0.3%	+$240	﹤0.01%	861
2025 Q4	$80K	Buy	1,001 +2	+0.2%	+$159	﹤0.01%	820
2025 Q3	$78K	Buy	999 +3	+0.3%	+$226	﹤0.01%	793
2025 Q2	$72K	Buy	996 +3	+0.3%	+$201	﹤0.01%	738
2025 Q1	$65K	Buy	993 +3	+0.3%	+$207	﹤0.01%	742
2024 Q4	$68K	Buy	990 +3	+0.3%	+$207	﹤0.01%	694
2024 Q3	$66K	Buy	987 +3	+0.3%	+$194	﹤0.01%	669
2024 Q2	$63K	Buy	984 +3	+0.3%	+$184	﹤0.01%	661
2024 Q1	$60K	Buy	981 +3	+0.3%	+$175	﹤0.01%	632
2023 Q4	$54K	Hold	978	–	–	﹤0.01%	634
2023 Q3	$49K	Hold	978	–	–	﹤0.01%	610
2023 Q2	$50K	Hold	978	–	–	﹤0.01%	585
2023 Q1	$47K	Hold	978	–	–	﹤0.01%	610
2022 Q4	$43K	Hold	978	–	–	﹤0.01%	649
2022 Q3	$41K	Hold	978	–	–	﹤0.01%	601
2022 Q2	$43K	Hold	978	–	–	﹤0.01%	589
2022 Q1	$52K	Buy	+978	New	+$51K	﹤0.01%	542

Other funds holding VOTE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $1.49B 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 New York $871B AUM 31.28% 1-Year Est. Return

Ethic Inc New York $6.39B AUM 29.64% 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

Capital Analysts LLC's VOTE Position: Q1 2026 in Review

Capital Analysts LLC increased its TCW Transform 500 ETF (VOTE) stake by 0.3% in Q1 2026, buying an estimated $240 and bringing the position to 1,004 shares worth $77K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Capital Analysts LLC first reported a position in VOTE in Q1 2022 and has held it in 17 quarters since. The position peaked at $80K in Q4 2025. 111 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

Capital Analysts LLC held 1,004 shares of TCW Transform 500 ETF worth $77K as of Q1 2026.
Capital Analysts LLC bought 3 TCW Transform 500 ETF shares in Q1 2026, an estimated $240.
TCW Transform 500 ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #861 holding.
Capital Analysts LLC first reported a position in TCW Transform 500 ETF in Q1 2022 and has held it in 17 quarters since.
Capital Analysts LLC's TCW Transform 500 ETF position peaked at $80K in Q4 2025.
111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

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