FFA
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Farther Finance Advisors’s TCW Transform 500 ETF VOTE Stock Holding History

Farther Finance 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 		$104K Hold
1,179
– – ﹤0.01% 2676
2026
Q1 		$90.8K Hold
1,179
– – ﹤0.01% 2577
2025
Q4 		$94.6K Hold
1,179
– – ﹤0.01% 2381
2025
Q3 		$92.5K Sell
1,179
-18
-2% -$1.36K ﹤0.01% 2077
2025
Q2 		$87.1K Buy
+1,197
New +$80.4K ﹤0.01% 1827
2024
Q1 		– Sell
-11
Closed -$612 – 3748
2023
Q4 		$612 Hold
11
– – ﹤0.01% 2910
2023
Q3 		$549 Hold
11
– – ﹤0.01% 2240
2023
Q2 		$568 Hold
11
– – ﹤0.01% 2113
2023
Q1 		$523 Buy
+11
New +$509 ﹤0.01% 1994

Other funds holding VOTE

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
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
RFW
Rainier Family Wealth Tacoma, Washington $176M AUM 26.86% 1-Year Est. Return
DWM
DWR Wealth Management San Jose, California $134M AUM
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
FF
Frankly Finances Winter Park, Florida $127M AUM
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

Farther Finance Advisors's VOTE Position: Q2 2026 in Review

Farther Finance Advisors held its TCW Transform 500 ETF (VOTE) position steady in Q2 2026 at 1,179 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #2676.

Farther Finance Advisors first reported a position in VOTE in Q1 2023 and has held it in 9 quarters since. 12 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

  • Farther Finance Advisors held 1,179 shares of TCW Transform 500 ETF worth $104K as of Q2 2026.
  • Farther Finance Advisors left its TCW Transform 500 ETF share count unchanged in Q2 2026.
  • TCW Transform 500 ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2676 holding.
  • Farther Finance Advisors first reported a position in TCW Transform 500 ETF in Q1 2023 and has held it in 9 quarters since.
  • 12 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.