Fund Evaluation Group’s TCW Transform 500 ETF VOTE Stock Holding History

Fund Evaluation 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 Q2	$45.2M	Buy	512,574 +80,305	+19%	+$6.85M	1.22%	12
2026 Q1	$33M	Buy	+432,269	New	+$34.5M	1.01%	12

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

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

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

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

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

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

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

DWT

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

Fund Evaluation Group's VOTE Position: Q2 2026 in Review

Fund Evaluation Group increased its TCW Transform 500 ETF (VOTE) stake by 19% in Q2 2026, buying an estimated $6.85M and bringing the position to 512,574 shares worth $45.2M. The position accounts for 1.22% of the portfolio, ranked #12.

Fund Evaluation Group first reported a position in VOTE in Q1 2026 and has held it in 2 quarters since. 111 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Fund Evaluation Group held 512,574 shares of TCW Transform 500 ETF worth $45.2M as of Q2 2026.
Fund Evaluation Group bought 80,305 TCW Transform 500 ETF shares in Q2 2026, an estimated $6.85M.
TCW Transform 500 ETF made up 1.22% of Fund Evaluation Group's portfolio in Q2 2026, its #12 holding.
Fund Evaluation Group first reported a position in TCW Transform 500 ETF in Q1 2026 and has held it in 2 quarters since.
111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Fund Evaluation Group's 13F filing for Q2 2026, filed 7 Aug 2026.