FG
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Fairman Group’s TCW Transform 500 ETF VOTE Stock Holding History

Fairman Group’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 		$1.86M Buy
21,118
+46
+0.2% +$3.92K 1.46% 15
2026
Q1 		$1.61M Buy
21,072
+18,764
+813% +$1.5M 1.37% 13
2025
Q4 		$185K Hold
2,308
– – 0.15% 59
2025
Q3 		$181K Hold
2,308
– – 0.15% 57
2025
Q2 		$168K Buy
2,308
+1,273
+123% +$85.5K 0.14% 58
2025
Q1 		$71.2K Hold
1,035
– – 0.07% 85
2024
Q4 		$71.2K Hold
1,035
– – 0.06% 94
2024
Q3 		$69.4K Buy
1,035
+313
+43% +$20.2K 0.06% 97
2024
Q2 		$45.9K Buy
722
+390
+117% +$23.9K 0.05% 112
2024
Q1 		$20.3K Buy
+332
New +$19.3K 0.02% 130

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

Fairman Group's VOTE Position: Q2 2026 in Review

Fairman Group increased its TCW Transform 500 ETF (VOTE) stake by 0.22% in Q2 2026, buying an estimated $3.92K and bringing the position to 21,118 shares worth $1.86M. The position accounts for 1.46% of the portfolio, ranked #15.

Fairman Group first reported a position in VOTE in Q1 2024 and has held it in 10 quarters since. 111 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

  • Fairman Group held 21,118 shares of TCW Transform 500 ETF worth $1.86M as of Q2 2026.
  • Fairman Group bought 46 TCW Transform 500 ETF shares in Q2 2026, an estimated $3.92K.
  • TCW Transform 500 ETF made up 1.46% of Fairman Group's portfolio in Q2 2026, its #15 holding.
  • Fairman Group first reported a position in TCW Transform 500 ETF in Q1 2024 and has held it in 10 quarters since.
  • 111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Fairman Group's 13F filing for Q2 2026, filed 4 Aug 2026.