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

DWR 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 Q2	$287K	Buy	3,289 +89	+3%	+$7.59K	0.22%	46
2026 Q1	$237K	Buy	+3,200	New	+$255K	0.21%	47

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

DWR Wealth Management's VOTE Position: Q2 2026 in Review

DWR Wealth Management increased its TCW Transform 500 ETF (VOTE) stake by 2.8% in Q2 2026, buying an estimated $7.59K and bringing the position to 3,289 shares worth $287K. The position accounts for 0.22% of the portfolio, ranked #46.

DWR Wealth Management first reported a position in VOTE in Q1 2026 and has held it in 2 quarters since. 111 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

DWR Wealth Management held 3,289 shares of TCW Transform 500 ETF worth $287K as of Q2 2026.
DWR Wealth Management bought 89 TCW Transform 500 ETF shares in Q2 2026, an estimated $7.59K.
TCW Transform 500 ETF made up 0.22% of DWR Wealth Management's portfolio in Q2 2026, its #46 holding.
DWR Wealth Management first reported a position in TCW Transform 500 ETF in Q1 2026 and has held it in 2 quarters since.
111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.