Citadel Advisors’s TCW Transform 500 ETF VOTE Stock Holding History

Citadel 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	–	Sell	-7,309	Closed	-$558K	–	14962
2026 Q1	$558K	Buy	+7,309	New	+$584K	﹤0.01%	9041
2025 Q3	–	Sell	-12,472	Closed	-$907K	–	14232
2025 Q2	$907K	Buy	12,472 +7,999	+179%	+$537K	﹤0.01%	7324
2025 Q1	$292K	Buy	+4,473	New	+$309K	﹤0.01%	9664
2024 Q3	–	Sell	-6,949	Closed	-$442K	–	15340
2024 Q2	$442K	Buy	+6,949	New	+$425K	﹤0.01%	8307
2023 Q4	–	Sell	-57,662	Closed	-$2.88M	–	15331
2023 Q3	$2.88M	Buy	+57,662	New	+$2.99M	﹤0.01%	4555
2023 Q2	–	Sell	-25,141	Closed	-$1.2M	–	15306
2023 Q1	$1.2M	Buy	25,141 +3,180	+14%	+$147K	﹤0.01%	6401
2022 Q4	$971K	Sell	21,961 -21,090	-49%	-$940K	﹤0.01%	6872
2022 Q3	$1.79M	Sell	43,051 -10,993	-20%	-$508K	﹤0.01%	5800
2022 Q2	$2.37M	Buy	54,044 +6,380	+13%	+$304K	﹤0.01%	5223
2022 Q1	$2.52M	Buy	+47,664	New	+$2.49M	﹤0.01%	5577

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

Citadel Advisors's VOTE Position: Q2 2026 in Review

Citadel Advisors sold out of TCW Transform 500 ETF (VOTE) in Q2 2026, closing a stake of 7,309 shares — an estimated $558K sold.

Citadel Advisors first reported a position in VOTE in Q1 2022 and held it in 10 quarters. The position peaked at $2.88M in Q3 2023. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Citadel Advisors reported no remaining TCW Transform 500 ETF position as of Q2 2026 after selling out during the quarter.
Citadel Advisors sold 7,309 TCW Transform 500 ETF shares in Q2 2026, an estimated $558K.
Citadel Advisors first reported a position in TCW Transform 500 ETF in Q1 2022 and held it in 10 quarters.
Citadel Advisors's TCW Transform 500 ETF position peaked at $2.88M in Q3 2023.
112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.