Commonwealth Equity Services’s TCW Transform 500 ETF VOTE Stock Holding History

Commonwealth Equity Services’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	$446K	Buy	5,054 +12	+0.2%	+$1.02K	﹤0.01%	3413
2026 Q1	$385K	Sell	5,042 -8,365	-62%	-$668K	﹤0.01%	3442
2025 Q4	$1.08M	Sell	13,407 -1,497	-10%	-$119K	﹤0.01%	2518
2025 Q3	$1.17M	Buy	14,904 +422	+3%	+$31.9K	﹤0.01%	2472
2025 Q2	$1.05M	Buy	14,482 +5,965	+70%	+$401K	﹤0.01%	2515
2025 Q1	$557K	Buy	8,517 +2,691	+46%	+$186K	﹤0.01%	2943
2024 Q4	$401K	Buy	5,826 +926	+19%	+$64K	﹤0.01%	3153
2024 Q3	$329K	Buy	+4,900	New	+$317K	﹤0.01%	3277

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

Commonwealth Equity Services's VOTE Position: Q2 2026 in Review

Commonwealth Equity Services increased its TCW Transform 500 ETF (VOTE) stake by 0.24% in Q2 2026, buying an estimated $1.02K and bringing the position to 5,054 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #3413.

Commonwealth Equity Services first reported a position in VOTE in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.17M in Q3 2025. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Commonwealth Equity Services held 5,054 shares of TCW Transform 500 ETF worth $446K as of Q2 2026.
Commonwealth Equity Services bought 12 TCW Transform 500 ETF shares in Q2 2026, an estimated $1.02K.
TCW Transform 500 ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3413 holding.
Commonwealth Equity Services first reported a position in TCW Transform 500 ETF in Q3 2024 and has held it in 8 quarters since.
Commonwealth Equity Services's TCW Transform 500 ETF position peaked at $1.17M in Q3 2025.
112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.