Fidelity Investments’s TCW Transform 500 ETF VOTE Stock Holding History

Fidelity Investments’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	$593K	Buy	6,724 +5,874	+691%	+$501K	﹤0.01%	3214
2026 Q1	$64.8K	Buy	850 +253	+42%	+$20.2K	﹤0.01%	3995
2025 Q4	$47.9K	Buy	597 +290	+94%	+$23.1K	﹤0.01%	4137
2025 Q3	$24.1K	Sell	307 -28	-8%	-$2.11K	﹤0.01%	4284
2025 Q2	$24.3K	Buy	335 +51	+18%	+$3.42K	﹤0.01%	4217
2025 Q1	$18.6K	Buy	284 +96	+51%	+$6.63K	﹤0.01%	4256
2024 Q4	$12.9K	Buy	188 +19	+11%	+$1.31K	﹤0.01%	4363
2024 Q3	$11.3K	Buy	169 +165	+4,125%	+$10.7K	﹤0.01%	4387
2024 Q2	$254	Buy	4 +3	+300%	+$184	﹤0.01%	4912
2024 Q1	$61	Sell	1 -88	-99%	-$5.13K	﹤0.01%	5011
2023 Q4	$4.95K	Buy	+89	New	+$4.63K	﹤0.01%	4455

Other funds holding VOTE

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 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 New York $1.15T AUM 47.82% 1-Year Est. Return

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

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Fidelity Investments's VOTE Position: Q2 2026 in Review

Fidelity Investments increased its TCW Transform 500 ETF (VOTE) stake by 691% in Q2 2026, buying an estimated $501K and bringing the position to 6,724 shares worth $593K. The position accounts for ﹤0.01% of the portfolio, ranked #3214.

Fidelity Investments first reported a position in VOTE in Q4 2023 and has held it in 11 quarters since. 111 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Fidelity Investments held 6,724 shares of TCW Transform 500 ETF worth $593K as of Q2 2026.
Fidelity Investments bought 5,874 TCW Transform 500 ETF shares in Q2 2026, an estimated $501K.
TCW Transform 500 ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3214 holding.
Fidelity Investments first reported a position in TCW Transform 500 ETF in Q4 2023 and has held it in 11 quarters since.
111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.