Creative Planning
VOTE icon

Creative Planning’s TCW Transform 500 ETF VOTE Stock Holding History

Creative Planning’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 		$893K Sell
10,126
-163
-2% -$13.9K ﹤0.01% 2736
2026
Q1 		$785K Sell
10,289
-6,531
-39% -$521K ﹤0.01% 2659
2025
Q4 		$1.35M Buy
16,820
+4,306
+34% +$342K ﹤0.01% 2047
2025
Q3 		$982K Sell
12,514
-1
-0% -$75 ﹤0.01% 2127
2025
Q2 		$910K Buy
12,515
+265
+2% +$17.8K ﹤0.01% 1949
2025
Q1 		$801K Buy
12,250
+110
+0.9% +$7.6K ﹤0.01% 1896
2024
Q4 		$835K Buy
12,140
+6,381
+111% +$441K ﹤0.01% 1786
2024
Q3 		$386K Hold
5,759
– – ﹤0.01% 2320
2024
Q2 		$366K Sell
5,759
-120
-2% -$7.34K ﹤0.01% 2196
2024
Q1 		$360K Buy
5,879
+64
+1% +$3.73K ﹤0.01% 2098
2023
Q4 		$323K Sell
5,815
-4,856
-46% -$253K ﹤0.01% 2036
2023
Q3 		$532K Buy
10,671
+4,398
+70% +$228K ﹤0.01% 1527
2023
Q2 		$324K Sell
6,273
-4,336
-41% -$212K ﹤0.01% 1849
2023
Q1 		$505K Sell
10,609
-1,046
-9% -$48.4K ﹤0.01% 1458
2022
Q4 		$515K Sell
11,655
-265
-2% -$11.8K ﹤0.01% 1407
2022
Q3 		$496K Buy
11,920
+2,845
+31% +$131K ﹤0.01% 1336
2022
Q2 		$397K Buy
9,075
+32
+0.4% +$1.53K ﹤0.01% 1446
2022
Q1 		$478K Buy
9,043
+892
+11% +$46.5K ﹤0.01% 1342
2021
Q4 		$456K Buy
+8,151
New +$443K ﹤0.01% 1370

Other funds holding VOTE

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
PNC Financial Services Group
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
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
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
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Creative Planning's VOTE Position: Q2 2026 in Review

Creative Planning reduced its TCW Transform 500 ETF (VOTE) stake by 1.6% in Q2 2026, selling an estimated $13.9K and leaving 10,126 shares worth $893K. The position accounts for ﹤0.01% of the portfolio, ranked #2736.

Creative Planning first reported a position in VOTE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.35M in Q4 2025. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

  • Creative Planning held 10,126 shares of TCW Transform 500 ETF worth $893K as of Q2 2026.
  • Creative Planning sold 163 TCW Transform 500 ETF shares in Q2 2026, an estimated $13.9K.
  • TCW Transform 500 ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2736 holding.
  • Creative Planning first reported a position in TCW Transform 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • Creative Planning's TCW Transform 500 ETF position peaked at $1.35M in Q4 2025.
  • 112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.