Downshift Financial’s TCW Transform 500 ETF VOTE Stock Holding History

Downshift Financial’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	$22.2K	Buy	+252	New	+$21.5K	0.01%	224

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

Downshift Financial's VOTE Position: Q2 2026 in Review

Downshift Financial opened a new position in TCW Transform 500 ETF (VOTE) in Q2 2026: 252 shares worth $22.2K. The stake represents 0.01% of the portfolio and ranks #224 among its holdings.

111 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Downshift Financial held 252 shares of TCW Transform 500 ETF worth $22.2K as of Q2 2026.
TCW Transform 500 ETF was a new Downshift Financial position in Q2 2026.
TCW Transform 500 ETF made up 0.01% of Downshift Financial's portfolio in Q2 2026, its #224 holding.
111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.