CIBC Private Wealth Group’s TCW Transform 500 ETF VOTE Stock Holding History

CIBC Private Wealth 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
2025 Q4	$80.2K	Hold	1,000	–	–	﹤0.01%	1610
2025 Q3	$78.5K	Hold	1,000	–	–	﹤0.01%	1606
2025 Q2	$72.7K	Hold	1,000	–	–	﹤0.01%	1524
2025 Q1	$58.2K	Sell	1,000 -488	-33%	-$33.7K	﹤0.01%	1581
2024 Q4	$103K	Hold	1,488	–	–	﹤0.01%	1406
2024 Q3	$99.8K	Hold	1,488	–	–	﹤0.01%	1480
2024 Q2	$96.6K	Hold	1,488	–	–	﹤0.01%	1412
2024 Q1	$90.9K	Buy	+1,488	New	+$86.7K	﹤0.01%	1436

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

AIA

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 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

DWT

Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIBC Private Wealth Group's VOTE Position: Q4 2025 in Review

CIBC Private Wealth Group held its TCW Transform 500 ETF (VOTE) position steady in Q4 2025 at 1,000 shares worth $80.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

CIBC Private Wealth Group first reported a position in VOTE in Q1 2024 and has held it in 8 quarters since. The position peaked at $103K in Q4 2024. 100 funds tracked by Wall St. Rank hold VOTE as of Q4 2025.

CIBC Private Wealth Group held 1,000 shares of TCW Transform 500 ETF worth $80.2K as of Q4 2025.
CIBC Private Wealth Group left its TCW Transform 500 ETF share count unchanged in Q4 2025.
TCW Transform 500 ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1610 holding.
CIBC Private Wealth Group first reported a position in TCW Transform 500 ETF in Q1 2024 and has held it in 8 quarters since.
CIBC Private Wealth Group's TCW Transform 500 ETF position peaked at $103K in Q4 2024.
100 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.