Fidelity Investments
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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
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
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 $6.39B AUM 29.64% 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

Fidelity Investments's VOTE Position: Q1 2026 in Review

Fidelity Investments increased its TCW Transform 500 ETF (VOTE) stake by 42% in Q1 2026, buying an estimated $20.2K and bringing the position to 850 shares worth $64.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3995.

Fidelity Investments first reported a position in VOTE in Q4 2023 and has held it in 10 quarters since. 112 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

  • Fidelity Investments held 850 shares of TCW Transform 500 ETF worth $64.8K as of Q1 2026.
  • Fidelity Investments bought 253 TCW Transform 500 ETF shares in Q1 2026, an estimated $20.2K.
  • TCW Transform 500 ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3995 holding.
  • Fidelity Investments first reported a position in TCW Transform 500 ETF in Q4 2023 and has held it in 10 quarters since.
  • 112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.