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 Q2	$410K	Buy	4,649 +12	+0.3%	+$1.02K	0.01%	924
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 $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

Caprock Group's VOTE Position: Q2 2026 in Review

Caprock Group increased its TCW Transform 500 ETF (VOTE) stake by 0.26% in Q2 2026, buying an estimated $1.02K and bringing the position to 4,649 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #924.

Caprock Group first reported a position in VOTE in Q4 2022 and has held it in 14 quarters since. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Caprock Group held 4,649 shares of TCW Transform 500 ETF worth $410K as of Q2 2026.
Caprock Group bought 12 TCW Transform 500 ETF shares in Q2 2026, an estimated $1.02K.
TCW Transform 500 ETF made up 0.01% of Caprock Group's portfolio in Q2 2026, its #924 holding.
Caprock Group first reported a position in TCW Transform 500 ETF in Q4 2022 and has held it in 14 quarters since.
112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.