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Frankly Finances’s TCW Transform 500 ETF VOTE Stock Holding History

Frankly Finances’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 		$48.4K Buy
+549
New +$46.8K 0.04% 65

Other funds holding VOTE

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
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
RFW
Rainier Family Wealth Tacoma, Washington $176M AUM 26.86% 1-Year Est. Return
DWM
DWR Wealth Management San Jose, California $134M AUM
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

Frankly Finances's VOTE Position: Q2 2026 in Review

Frankly Finances opened a new position in TCW Transform 500 ETF (VOTE) in Q2 2026: 549 shares worth $48.4K. The stake represents 0.04% of the portfolio and ranks #65 among its holdings.

12 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

  • Frankly Finances held 549 shares of TCW Transform 500 ETF worth $48.4K as of Q2 2026.
  • TCW Transform 500 ETF was a new Frankly Finances position in Q2 2026.
  • TCW Transform 500 ETF made up 0.04% of Frankly Finances's portfolio in Q2 2026, its #65 holding.
  • 12 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Frankly Finances's 13F filing for Q2 2026, filed 13 Jul 2026.