Financial Connections Group’s TCW Transform 500 ETF VOTE Stock Holding History

Financial Connections Group’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	$5K	Buy	71 +1	+1%	+$80	﹤0.01%	220
2025 Q4	$5K	Hold	70	–	–	﹤0.01%	200
2025 Q3	$5K	Hold	70	–	–	﹤0.01%	202
2025 Q2	$5K	Hold	70	–	–	﹤0.01%	215
2025 Q1	$4K	Hold	70	–	–	﹤0.01%	189
2024 Q4	$4K	Buy	70 +1	+1%	+$69	﹤0.01%	183
2024 Q3	$4K	Hold	69	–	–	﹤0.01%	175
2024 Q2	$4K	Sell	69 -1	-1%	-$61	﹤0.01%	268
2024 Q1	$5K	Buy	70 +2	+3%	+$117	0.01%	130
2023 Q4	$3K	Hold	68	–	–	﹤0.01%	196
2023 Q3	$3K	Hold	68	–	–	﹤0.01%	115
2023 Q2	$3K	Hold	68	–	–	﹤0.01%	215
2023 Q1	$3K	Buy	68 +42	+162%	+$1.94K	﹤0.01%	219
2022 Q4	$1K	Hold	26	–	–	﹤0.01%	224
2022 Q3	$1K	Buy	+26	New	+$1.2K	﹤0.01%	215

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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 $6.92B AUM 24.7% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DWT

Dorsey & Whitney Trust Sioux Falls, South Dakota $2.05B AUM 30.99% 1-Year Est. Return

Financial Connections Group's VOTE Position: Q1 2026 in Review

Financial Connections Group increased its TCW Transform 500 ETF (VOTE) stake by 1.4% in Q1 2026, buying an estimated $80 and bringing the position to 71 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #220.

Financial Connections Group first reported a position in VOTE in Q3 2022 and has held it in 15 quarters since. 113 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

Financial Connections Group held 71 shares of TCW Transform 500 ETF worth $5K as of Q1 2026.
Financial Connections Group bought 1 TCW Transform 500 ETF share in Q1 2026, an estimated $80.
TCW Transform 500 ETF made up ﹤0.01% of Financial Connections Group's portfolio in Q1 2026, its #220 holding.
Financial Connections Group first reported a position in TCW Transform 500 ETF in Q3 2022 and has held it in 15 quarters since.
113 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.