Fiduciary Trust’s TCW Transform 500 ETF VOTE Stock Holding History

Fiduciary Trust’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	$742K	Hold	8,420	–	–	0.01%	495
2026 Q1	$642K	Hold	8,420	–	–	0.01%	512
2025 Q4	$675K	Hold	8,420	–	–	0.01%	486
2025 Q3	$661K	Hold	8,420	–	–	0.01%	498
2025 Q2	$612K	Hold	8,420	–	–	0.01%	499
2025 Q1	$551K	Hold	8,420	–	–	0.01%	507
2024 Q4	$579K	Buy	8,420 +375	+5%	+$25.9K	0.01%	460
2024 Q3	$539K	Hold	8,045	–	–	0.01%	466
2024 Q2	$512K	Hold	8,045	–	–	0.01%	448
2024 Q1	$493K	Hold	8,045	–	–	0.01%	462
2023 Q4	$447K	Buy	8,045 +1,055	+15%	+$54.9K	0.01%	465
2023 Q3	$349K	Buy	6,990 +2,440	+54%	+$126K	0.01%	499
2023 Q2	$235K	Hold	4,550	–	–	﹤0.01%	580
2023 Q1	$217K	Hold	4,550	–	–	﹤0.01%	586
2022 Q4	$201K	Buy	+4,550	New	+$203K	﹤0.01%	602
2022 Q3	–	Sell	-5,010	Closed	-$219K	–	638
2022 Q2	$219K	Buy	5,010 +310	+7%	+$14.8K	﹤0.01%	589
2022 Q1	$249K	Buy	+4,700	New	+$245K	﹤0.01%	596

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

Fiduciary Trust's VOTE Position: Q2 2026 in Review

Fiduciary Trust held its TCW Transform 500 ETF (VOTE) position steady in Q2 2026 at 8,420 shares worth $742K. The position accounts for 0.01% of the portfolio, ranked #495.

Fiduciary Trust first reported a position in VOTE in Q1 2022 and has held it in 17 quarters since. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Fiduciary Trust held 8,420 shares of TCW Transform 500 ETF worth $742K as of Q2 2026.
Fiduciary Trust left its TCW Transform 500 ETF share count unchanged in Q2 2026.
TCW Transform 500 ETF made up 0.01% of Fiduciary Trust's portfolio in Q2 2026, its #495 holding.
Fiduciary Trust first reported a position in TCW Transform 500 ETF in Q1 2022 and has held it in 17 quarters since.
112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.