Diversified Trust’s TCW Transform 500 ETF VOTE Stock Holding History

Diversified Trust’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	$844K	Hold	9,578	–	–	0.01%	570
2026 Q1	$731K	Hold	9,578	–	–	0.01%	560
2025 Q4	$768K	Hold	9,578	–	–	0.01%	524
2025 Q3	$752K	Hold	9,578	–	–	0.02%	492
2025 Q2	$697K	Hold	9,578	–	–	0.02%	487
2025 Q1	$626K	Hold	9,578	–	–	0.02%	498
2024 Q4	$659K	Buy	9,578 +4,794	+100%	+$331K	0.02%	505
2024 Q3	$321K	Buy	+4,784	New	+$309K	0.01%	711

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

Diversified Trust's VOTE Position: Q2 2026 in Review

Diversified Trust held its TCW Transform 500 ETF (VOTE) position steady in Q2 2026 at 9,578 shares worth $844K. The position accounts for 0.01% of the portfolio, ranked #570.

Diversified Trust first reported a position in VOTE in Q3 2024 and has held it in 8 quarters since. 111 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Diversified Trust held 9,578 shares of TCW Transform 500 ETF worth $844K as of Q2 2026.
Diversified Trust left its TCW Transform 500 ETF share count unchanged in Q2 2026.
TCW Transform 500 ETF made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #570 holding.
Diversified Trust first reported a position in TCW Transform 500 ETF in Q3 2024 and has held it in 8 quarters since.
111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.