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 Q2	$1.49M	Hold	16,911	–	–	0.05%	57
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 $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

Hirtle Callaghan & Co's VOTE Position: Q2 2026 in Review

Hirtle Callaghan & Co held its TCW Transform 500 ETF (VOTE) position steady in Q2 2026 at 16,911 shares worth $1.49M. The position accounts for 0.05% of the portfolio, ranked #57.

Hirtle Callaghan & Co first reported a position in VOTE in Q3 2022 and has held it in 16 quarters since. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Hirtle Callaghan & Co held 16,911 shares of TCW Transform 500 ETF worth $1.49M as of Q2 2026.
Hirtle Callaghan & Co left its TCW Transform 500 ETF share count unchanged in Q2 2026.
TCW Transform 500 ETF made up 0.05% of Hirtle Callaghan & Co's portfolio in Q2 2026, its #57 holding.
Hirtle Callaghan & Co first reported a position in TCW Transform 500 ETF in Q3 2022 and has held it in 16 quarters since.
112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Hirtle Callaghan & Co's 13F filing for Q2 2026, filed 14 Aug 2026.