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 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 $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

Citadel Advisors's VOTE Position: Q1 2026 in Review

Citadel Advisors opened a new position in TCW Transform 500 ETF (VOTE) in Q1 2026: 7,309 shares worth $558K. The stake represents ﹤0.01% of the portfolio and ranks #9041 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in VOTE as recently as Q2 2025.

Citadel Advisors first reported a position in VOTE in Q1 2022 and has held it in 10 quarters since. The position peaked at $2.88M in Q3 2023. 111 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

Citadel Advisors held 7,309 shares of TCW Transform 500 ETF worth $558K as of Q1 2026.
TCW Transform 500 ETF was a new Citadel Advisors position in Q1 2026.
TCW Transform 500 ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #9041 holding.
Citadel Advisors first reported a position in TCW Transform 500 ETF in Q1 2022 and has held it in 10 quarters since.
Citadel Advisors's TCW Transform 500 ETF position peaked at $2.88M in Q3 2023.
111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.