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Etesian Wealth Advisors’s TCW Transform 500 ETF VOTE Stock Holding History

Etesian Wealth Advisors’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 		$1.19M Sell
13,489
-244
-2% -$20.8K 0.35% 60
2026
Q1 		$1.05M Buy
13,733
+1,695
+14% +$135K 0.33% 68
2025
Q4 		$966K Buy
12,038
+750
+7% +$59.6K 0.3% 74
2025
Q3 		$886K Buy
11,288
+1,055
+10% +$79.6K 0.29% 75
2025
Q2 		$744K Buy
10,233
+2,034
+25% +$137K 0.28% 73
2025
Q1 		$536K Buy
8,199
+2,089
+34% +$144K 0.23% 86
2024
Q4 		$420K Hold
6,110
– – 0.19% 106
2024
Q3 		$410K Buy
+6,110
New +$395K 0.19% 108

Other funds holding VOTE

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
PNC Financial Services Group
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
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
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
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Etesian Wealth Advisors's VOTE Position: Q2 2026 in Review

Etesian Wealth Advisors reduced its TCW Transform 500 ETF (VOTE) stake by 1.8% in Q2 2026, selling an estimated $20.8K and leaving 13,489 shares worth $1.19M. The position accounts for 0.35% of the portfolio, ranked #60.

Etesian Wealth Advisors first reported a position in VOTE in Q3 2024 and has held it in 8 quarters since. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

  • Etesian Wealth Advisors held 13,489 shares of TCW Transform 500 ETF worth $1.19M as of Q2 2026.
  • Etesian Wealth Advisors sold 244 TCW Transform 500 ETF shares in Q2 2026, an estimated $20.8K.
  • TCW Transform 500 ETF made up 0.35% of Etesian Wealth Advisors's portfolio in Q2 2026, its #60 holding.
  • Etesian Wealth Advisors first reported a position in TCW Transform 500 ETF in Q3 2024 and has held it in 8 quarters since.
  • 112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.