Hirtle Callaghan & Co’s TCW Transform 500 ETF VOTE Stock Holding History

Hirtle Callaghan & Co’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 Q1	$1.29M	Hold	16,911	–	–	0.04%	59
2025 Q4	$1.36M	Hold	16,911	–	–	0.05%	57
2025 Q3	$1.33M	Hold	16,911	–	–	0.05%	56
2025 Q2	$1.23M	Buy	16,911 +383	+2%	+$25.7K	0.05%	58
2025 Q1	$1.08M	Buy	16,528 +562	+4%	+$38.8K	0.04%	62
2024 Q4	$1.1M	Hold	15,966	–	–	0.05%	60
2024 Q3	$1.07M	Hold	15,966	–	–	0.04%	56
2024 Q2	$1.02M	Hold	15,966	–	–	0.04%	53
2024 Q1	$978K	Hold	15,966	–	–	0.04%	56
2023 Q4	$888K	Hold	15,966	–	–	0.04%	56
2023 Q3	$796K	Sell	15,966 -2,208	-12%	-$114K	0.04%	58
2023 Q2	$938K	Buy	18,174 +606	+3%	+$29.6K	0.04%	56
2023 Q1	$836K	Buy	17,568 +2,746	+19%	+$127K	0.04%	55
2022 Q4	$655K	Buy	14,822 +474	+3%	+$21.1K	0.04%	85
2022 Q3	$597K	Buy	+14,348	New	+$662K	0.04%	83

Other funds holding VOTE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWT

Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

Hirtle Callaghan & Co's VOTE Position: Q1 2026 in Review

Hirtle Callaghan & Co held its TCW Transform 500 ETF (VOTE) position steady in Q1 2026 at 16,911 shares worth $1.29M. The position accounts for 0.04% of the portfolio, ranked #59.

Hirtle Callaghan & Co first reported a position in VOTE in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.36M in Q4 2025. 111 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

Hirtle Callaghan & Co held 16,911 shares of TCW Transform 500 ETF worth $1.29M as of Q1 2026.
Hirtle Callaghan & Co left its TCW Transform 500 ETF share count unchanged in Q1 2026.
TCW Transform 500 ETF made up 0.04% of Hirtle Callaghan & Co's portfolio in Q1 2026, its #59 holding.
Hirtle Callaghan & Co first reported a position in TCW Transform 500 ETF in Q3 2022 and has held it in 15 quarters since.
Hirtle Callaghan & Co's TCW Transform 500 ETF position peaked at $1.36M in Q4 2025.
111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2026, filed 13 May 2026.