FLP
VOTE icon

Financial Life Planners’s TCW Transform 500 ETF VOTE Stock Holding History

Financial Life Planners’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 		$361 Hold
4
– – ﹤0.01% 312
2026
Q1 		$312 Buy
+4
New +$319 ﹤0.01% 339
2025
Q4 		– Sell
-4
Closed -$319 – 324
2025
Q3 		$319 Buy
+4
New +$302 ﹤0.01% 334
2025
Q1 		– Sell
-4
Closed -$277 – 376
2024
Q4 		$277 Buy
+4
New +$276 ﹤0.01% 377

Other funds holding VOTE

AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
EWA
Etesian Wealth Advisors West Linn, Oregon $338M AUM 15.5% 1-Year Est. Return

Financial Life Planners's VOTE Position: Q2 2026 in Review

Financial Life Planners held its TCW Transform 500 ETF (VOTE) position steady in Q2 2026 at 4 shares worth $361. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Financial Life Planners first reported a position in VOTE in Q4 2024 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

  • Financial Life Planners held 4 shares of TCW Transform 500 ETF worth $361 as of Q2 2026.
  • Financial Life Planners left its TCW Transform 500 ETF share count unchanged in Q2 2026.
  • TCW Transform 500 ETF made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #312 holding.
  • Financial Life Planners first reported a position in TCW Transform 500 ETF in Q4 2024 and has held it in 4 quarters since.
  • 36 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.