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 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 $52.8B AUM 15.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 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 New York $871B AUM 31.28% 1-Year Est. Return

Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return

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

Fiduciary Trust's VOTE Position: Q1 2026 in Review

Fiduciary Trust held its TCW Transform 500 ETF (VOTE) position steady in Q1 2026 at 8,420 shares worth $642K. The position accounts for 0.01% of the portfolio, ranked #512.

Fiduciary Trust first reported a position in VOTE in Q1 2022 and has held it in 16 quarters since. The position peaked at $675K in Q4 2025. 111 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

Fiduciary Trust held 8,420 shares of TCW Transform 500 ETF worth $642K as of Q1 2026.
Fiduciary Trust left its TCW Transform 500 ETF share count unchanged in Q1 2026.
TCW Transform 500 ETF made up 0.01% of Fiduciary Trust's portfolio in Q1 2026, its #512 holding.
Fiduciary Trust first reported a position in TCW Transform 500 ETF in Q1 2022 and has held it in 16 quarters since.
Fiduciary Trust's TCW Transform 500 ETF position peaked at $675K in Q4 2025.
111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.