Envestnet Asset Management
VOTE icon

Envestnet Asset Management’s TCW Transform 500 ETF VOTE Stock Holding History

Envestnet Asset 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
2025
Q1 		– Sell
-4,152
Closed -$286K – 4475
2024
Q4 		$286K Sell
4,152
-1,170
-22% -$80.8K ﹤0.01% 3916
2024
Q3 		$357K Buy
5,322
+67
+1% +$4.33K ﹤0.01% 3721
2024
Q2 		$334K Buy
5,255
+106
+2% +$6.49K ﹤0.01% 3667
2024
Q1 		$315K Buy
5,149
+964
+23% +$56.2K ﹤0.01% 3703
2023
Q4 		$233K Buy
+4,185
New +$218K ﹤0.01% 3748

Other funds holding VOTE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management's VOTE Position: Q1 2025 in Review

Envestnet Asset Management sold out of TCW Transform 500 ETF (VOTE) in Q1 2025, closing a stake of 4,152 shares — an estimated $286K sold.

Envestnet Asset Management first reported a position in VOTE in Q4 2023 and held it in 5 quarters. The position peaked at $357K in Q3 2024. 85 funds tracked by Wall St. Rank hold VOTE as of Q1 2025.

  • Envestnet Asset Management reported no remaining TCW Transform 500 ETF position as of Q1 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 4,152 TCW Transform 500 ETF shares in Q1 2025, an estimated $286K.
  • Envestnet Asset Management first reported a position in TCW Transform 500 ETF in Q4 2023 and held it in 5 quarters.
  • Envestnet Asset Management's TCW Transform 500 ETF position peaked at $357K in Q3 2024.
  • 85 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2025.

Based on Envestnet Asset Management's 13F filing for Q1 2025, filed 29 Apr 2025.