EI
VOTE icon

Ethic Inc’s TCW Transform 500 ETF VOTE Stock Holding History

Ethic Inc’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 		$17.1M Sell
194,114
-152,221
-44% -$13M 0.21% 84
2026
Q1 		$26.4M Sell
346,335
-19,172
-5% -$1.53M 0.41% 30
2025
Q4 		$29.3M Buy
365,507
+2,286
+0.6% +$182K 0.45% 27
2025
Q3 		$28.5M Buy
363,221
+84,707
+30% +$6.39M 0.47% 23
2025
Q2 		$20.2M Buy
278,514
+81,537
+41% +$5.48M 0.36% 39
2025
Q1 		$12.9M Buy
196,977
+147,170
+295% +$10.2M 0.26% 72
2024
Q4 		$3.43M Buy
+49,807
New +$3.44M 0.07% 290

Other funds holding VOTE

AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
EWA
Etesian Wealth Advisors West Linn, Oregon $338M AUM 15.5% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

Ethic Inc's VOTE Position: Q2 2026 in Review

Ethic Inc reduced its TCW Transform 500 ETF (VOTE) stake by 44% in Q2 2026, selling an estimated $13M and leaving 194,114 shares worth $17.1M. The position accounts for 0.21% of the portfolio, ranked #84.

Ethic Inc first reported a position in VOTE in Q4 2024 and has held it in 7 quarters since. The position peaked at $29.3M in Q4 2025. 36 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

  • Ethic Inc held 194,114 shares of TCW Transform 500 ETF worth $17.1M as of Q2 2026.
  • Ethic Inc sold 152,221 TCW Transform 500 ETF shares in Q2 2026, an estimated $13M.
  • TCW Transform 500 ETF made up 0.21% of Ethic Inc's portfolio in Q2 2026, its #84 holding.
  • Ethic Inc first reported a position in TCW Transform 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • Ethic Inc's TCW Transform 500 ETF position peaked at $29.3M in Q4 2025.
  • 36 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.