Caprock Group’s TCW Transform 500 ETF VOTE Stock Holding History

Caprock Group’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	$354K	Buy	4,637 +11	+0.2%	+$878	0.01%	865
2025 Q4	$371K	Buy	4,626 +25	+0.5%	+$1.99K	0.01%	922
2025 Q3	$349K	Buy	+4,601	New	+$347K	0.01%	903
2025 Q1	$300K	Buy	4,589 +14	+0.3%	+$967	0.01%	867
2024 Q4	$315K	Sell	4,575 -161	-3%	-$11.1K	0.01%	783
2024 Q3	$318K	Buy	4,736 +15	+0.3%	+$970	0.01%	711
2024 Q2	$300K	Buy	4,721 +15	+0.3%	+$918	0.01%	679
2024 Q1	$288K	Buy	4,706 +33	+0.7%	+$1.92K	0.02%	574
2023 Q4	$260K	Hold	4,673	–	–	0.02%	582
2023 Q3	$233K	Buy	4,673 +16	+0.3%	+$829	0.02%	568
2023 Q2	$240K	Buy	4,657 +22	+0.5%	+$1.07K	0.02%	565
2023 Q1	$221K	Buy	4,635 +11	+0.2%	+$509	0.02%	571
2022 Q4	$205K	Buy	+4,624	New	+$206K	0.02%	498

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

Caprock Group's VOTE Position: Q1 2026 in Review

Caprock Group increased its TCW Transform 500 ETF (VOTE) stake by 0.24% in Q1 2026, buying an estimated $878 and bringing the position to 4,637 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #865.

Caprock Group first reported a position in VOTE in Q4 2022 and has held it in 13 quarters since. The position peaked at $371K in Q4 2025. 111 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

Caprock Group held 4,637 shares of TCW Transform 500 ETF worth $354K as of Q1 2026.
Caprock Group bought 11 TCW Transform 500 ETF shares in Q1 2026, an estimated $878.
TCW Transform 500 ETF made up 0.01% of Caprock Group's portfolio in Q1 2026, its #865 holding.
Caprock Group first reported a position in TCW Transform 500 ETF in Q4 2022 and has held it in 13 quarters since.
Caprock Group's TCW Transform 500 ETF position peaked at $371K in Q4 2025.
111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.