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

AIFS

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

RFW

Rainier Family Wealth Tacoma, Washington $176M AUM 26.86% 1-Year Est. Return

DWM

DWR Wealth Management San Jose, California $134M AUM

WWM

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Frankly Finances Winter Park, Florida $127M AUM

GoalVest Advisory New York $539M AUM 27.49% 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. 12 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.
12 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.