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
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 $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $1.66B AUM 23.19% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

Fairman Group's VOTE Position: Q1 2026 in Review

Fairman Group increased its TCW Transform 500 ETF (VOTE) stake by 813% in Q1 2026, buying an estimated $1.5M and bringing the position to 21,072 shares worth $1.61M. The position accounts for 1.37% of the portfolio, ranked #13.

Fairman Group first reported a position in VOTE in Q1 2024 and has held it in 9 quarters since. 112 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

  • Fairman Group held 21,072 shares of TCW Transform 500 ETF worth $1.61M as of Q1 2026.
  • Fairman Group bought 18,764 TCW Transform 500 ETF shares in Q1 2026, an estimated $1.5M.
  • TCW Transform 500 ETF made up 1.37% of Fairman Group's portfolio in Q1 2026, its #13 holding.
  • Fairman Group first reported a position in TCW Transform 500 ETF in Q1 2024 and has held it in 9 quarters since.
  • 112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

Based on Fairman Group's 13F filing for Q1 2026, filed 23 Apr 2026.