Fairman Group
VOTE icon

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
Q3 		$3.56M Buy
39,581
+18,463
+87% +$1.65M 2.55% 9
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

Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Ethic Inc
Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return
Values Added Financial
Values Added Financial Washington, District of Columbia $282M AUM 15.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Financial Insights
Financial Insights Tacoma, Washington $394M AUM 16.93% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return
St Louis Trust
St Louis Trust Saint Louis, Missouri $960M AUM 18.88% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Fairman Group's VOTE Position: Q3 2026 in Review

Fairman Group increased its TCW Transform 500 ETF (VOTE) stake by 87% in Q3 2026, buying an estimated $1.65M and bringing the position to 39,581 shares worth $3.56M. The position accounts for 2.55% of the portfolio, ranked #9.

Fairman Group first reported a position in VOTE in Q1 2024 and has held it in 11 quarters since. 46 funds tracked by Wall St. Rank hold VOTE as of Q3 2026.

  • Fairman Group held 39,581 shares of TCW Transform 500 ETF worth $3.56M as of Q3 2026.
  • Fairman Group bought 18,463 TCW Transform 500 ETF shares in Q3 2026, an estimated $1.65M.
  • TCW Transform 500 ETF made up 2.55% of Fairman Group's portfolio in Q3 2026, its #9 holding.
  • Fairman Group first reported a position in TCW Transform 500 ETF in Q1 2024 and has held it in 11 quarters since.
  • 46 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q3 2026.

Based on Fairman Group's 13F filing for Q3 2026, filed 26 Oct 2026.