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Financial Insights’s TCW Transform 500 ETF VOTE Stock Holding History

Financial Insights’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 		$4.13M Sell
46,806
-3,804
-8% -$325K 1.09% 19
2026
Q1 		$3.86M Sell
50,610
-2,595
-5% -$207K 1.25% 16
2025
Q4 		$4.27M Sell
53,205
-11,222
-17% -$892K 1.43% 14
2025
Q3 		$5.06M Sell
64,427
-7,415
-10% -$560K 1.67% 13
2025
Q2 		$5.23M Sell
71,842
-34,181
-32% -$2.3M 1.91% 12
2025
Q1 		$6.93M Sell
106,023
-9,490
-8% -$655K 2.76% 10
2024
Q4 		$7.95M Buy
115,513
+8,340
+8% +$576K 2.95% 10
2024
Q3 		$7.18M Buy
107,173
+6,993
+7% +$452K 2.27% 14
2024
Q2 		$6.37M Buy
100,180
+13,353
+15% +$817K 1.77% 14
2024
Q1 		$5.32M Buy
86,827
+12,966
+18% +$755K 1.48% 15
2023
Q4 		$4.11M Buy
73,861
+12,926
+21% +$672K 1.28% 16
2023
Q3 		$2.97M Buy
60,935
+15,902
+35% +$824K 1.06% 19
2023
Q2 		$2.32M Buy
45,033
+10,903
+32% +$532K 0.85% 26
2023
Q1 		$1.62M Buy
34,130
+8,205
+32% +$380K 0.66% 34
2022
Q4 		$1.15M Buy
25,925
+5,570
+27% +$248K 0.54% 43
2022
Q3 		$847K Buy
20,355
+4,682
+30% +$216K 0.57% 39
2022
Q2 		$686K Buy
+15,673
New +$747K 0.7% 36

Other funds holding VOTE

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
PNC Financial Services Group
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
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
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
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Financial Insights's VOTE Position: Q2 2026 in Review

Financial Insights reduced its TCW Transform 500 ETF (VOTE) stake by 7.5% in Q2 2026, selling an estimated $325K and leaving 46,806 shares worth $4.13M. The position accounts for 1.09% of the portfolio, ranked #19.

Financial Insights first reported a position in VOTE in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.95M in Q4 2024. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

  • Financial Insights held 46,806 shares of TCW Transform 500 ETF worth $4.13M as of Q2 2026.
  • Financial Insights sold 3,804 TCW Transform 500 ETF shares in Q2 2026, an estimated $325K.
  • TCW Transform 500 ETF made up 1.09% of Financial Insights's portfolio in Q2 2026, its #19 holding.
  • Financial Insights first reported a position in TCW Transform 500 ETF in Q2 2022 and has held it in 17 quarters since.
  • Financial Insights's TCW Transform 500 ETF position peaked at $7.95M in Q4 2024.
  • 112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.