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Contango Wealth Management’s TCW Transform 500 ETF VOTE Stock Holding History

Contango Wealth Management’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 		$3.83M Sell
50,174
-32,663
-39% -$2.61M 4.47% 7
2025
Q4 		$6.65M Buy
+82,837
New +$6.59M 7.43% 4

Other funds holding VOTE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
JP Morgan Chase
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

Contango Wealth Management's VOTE Position: Q1 2026 in Review

Contango Wealth Management reduced its TCW Transform 500 ETF (VOTE) stake by 39% in Q1 2026, selling an estimated $2.61M and leaving 50,174 shares worth $3.83M. The position accounts for 4.47% of the portfolio, ranked #7.

Contango Wealth Management first reported a position in VOTE in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.65M in Q4 2025. 112 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

  • Contango Wealth Management held 50,174 shares of TCW Transform 500 ETF worth $3.83M as of Q1 2026.
  • Contango Wealth Management sold 32,663 TCW Transform 500 ETF shares in Q1 2026, an estimated $2.61M.
  • TCW Transform 500 ETF made up 4.47% of Contango Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Contango Wealth Management first reported a position in TCW Transform 500 ETF in Q4 2025 and has held it in 2 quarters since.
  • Contango Wealth Management's TCW Transform 500 ETF position peaked at $6.65M in Q4 2025.
  • 112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

Based on Contango Wealth Management's 13F filing for Q1 2026, filed 9 Jun 2026.