GoalVest Advisory’s TCW Transform 500 ETF VOTE Stock Holding History

GoalVest Advisory’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	$11.9K	Hold	135	–	–	﹤0.01%	340
2026 Q1	$10.3K	Hold	135	–	–	﹤0.01%	370
2025 Q4	$10.8K	Hold	135	–	–	﹤0.01%	411
2025 Q3	$10.6K	Hold	135	–	–	﹤0.01%	328
2025 Q2	$9.82K	Hold	135	–	–	﹤0.01%	307
2025 Q1	$8.83K	Hold	135	–	–	﹤0.01%	275
2024 Q4	$9.29K	Hold	135	–	–	﹤0.01%	289
2024 Q3	$9.05K	Hold	135	–	–	﹤0.01%	330
2024 Q2	$8.58K	Hold	135	–	–	﹤0.01%	284
2024 Q1	$8.27K	Hold	135	–	–	﹤0.01%	324
2023 Q4	$7.51K	Hold	135	–	–	﹤0.01%	271
2023 Q3	$6.73K	Hold	135	–	–	﹤0.01%	320
2023 Q2	$6.97K	Hold	135	–	–	﹤0.01%	275
2023 Q1	$6.42K	Hold	135	–	–	﹤0.01%	200
2022 Q4	$5.97K	Hold	135	–	–	﹤0.01%	200
2022 Q3	$6K	Hold	135	–	–	﹤0.01%	206
2022 Q2	$6K	Hold	135	–	–	﹤0.01%	266
2022 Q1	$7K	Buy	+135	New	+$7.04K	﹤0.01%	262

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

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 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

GoalVest Advisory's VOTE Position: Q2 2026 in Review

GoalVest Advisory held its TCW Transform 500 ETF (VOTE) position steady in Q2 2026 at 135 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

GoalVest Advisory first reported a position in VOTE in Q1 2022 and has held it in 18 quarters since. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

GoalVest Advisory held 135 shares of TCW Transform 500 ETF worth $11.9K as of Q2 2026.
GoalVest Advisory left its TCW Transform 500 ETF share count unchanged in Q2 2026.
TCW Transform 500 ETF made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #340 holding.
GoalVest Advisory first reported a position in TCW Transform 500 ETF in Q1 2022 and has held it in 18 quarters since.
112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.