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 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 $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

Commonwealth Equity Services's VOTE Position: Q1 2026 in Review

Commonwealth Equity Services reduced its TCW Transform 500 ETF (VOTE) stake by 62% in Q1 2026, selling an estimated $668K and leaving 5,042 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #3442.

Commonwealth Equity Services first reported a position in VOTE in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.17M in Q3 2025. 111 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

Commonwealth Equity Services held 5,042 shares of TCW Transform 500 ETF worth $385K as of Q1 2026.
Commonwealth Equity Services sold 8,365 TCW Transform 500 ETF shares in Q1 2026, an estimated $668K.
TCW Transform 500 ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3442 holding.
Commonwealth Equity Services first reported a position in TCW Transform 500 ETF in Q3 2024 and has held it in 7 quarters since.
Commonwealth Equity Services's TCW Transform 500 ETF position peaked at $1.17M in Q3 2025.
111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.