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 Q3	$121K	Buy	1,349 +170	+14%	+$15.2K	﹤0.01%	2703
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

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Farther Finance Advisors's VOTE Position: Q3 2026 in Review

Farther Finance Advisors increased its TCW Transform 500 ETF (VOTE) stake by 14% in Q3 2026, buying an estimated $15.2K and bringing the position to 1,349 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #2703.

Farther Finance Advisors first reported a position in VOTE in Q1 2023 and has held it in 10 quarters since. 3 funds tracked by Wall St. Rank hold VOTE as of Q3 2026.

Farther Finance Advisors held 1,349 shares of TCW Transform 500 ETF worth $121K as of Q3 2026.
Farther Finance Advisors bought 170 TCW Transform 500 ETF shares in Q3 2026, an estimated $15.2K.
TCW Transform 500 ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2703 holding.
Farther Finance Advisors first reported a position in TCW Transform 500 ETF in Q1 2023 and has held it in 10 quarters since.
3 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.