Jeff Yass’s TCW Transform 500 ETF VOTE Stock Holding History

Jeff Yass’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	$5.56M	Buy	63,084 +24,746	+65%	+$2.11M	﹤0.01%	4409
2026 Q1	$2.93M	Buy	+38,338	New	+$3.06M	﹤0.01%	5314
2025 Q4	–	Sell	-5,097	Closed	-$400K	–	13731
2025 Q3	$400K	Buy	5,097 +3	+0.1%	+$226	﹤0.01%	9475
2025 Q2	$371K	Buy	5,094 +887	+21%	+$59.6K	﹤0.01%	9868
2025 Q1	$275K	Sell	4,207 -9,599	-70%	-$663K	﹤0.01%	10245
2024 Q4	$950K	Sell	13,806 -7,336	-35%	-$507K	﹤0.01%	7091
2024 Q3	$1.42M	Sell	21,142 -2,363	-10%	-$153K	﹤0.01%	6035
2024 Q2	$1.49M	Sell	23,505 -10,562	-31%	-$646K	﹤0.01%	5672
2024 Q1	$2.09M	Sell	34,067 -8,025	-19%	-$467K	﹤0.01%	5235
2023 Q4	$2.34M	Sell	42,092 -9,056	-18%	-$471K	﹤0.01%	5038
2023 Q3	$2.55M	Buy	+51,148	New	+$2.65M	﹤0.01%	4677
2023 Q2	–	Sell	-12,229	Closed	-$582K	–	13237
2023 Q1	$582K	Buy	+12,229	New	+$566K	﹤0.01%	8205
2022 Q2	–	Sell	-18,219	Closed	-$964K	–	14040
2022 Q1	$964K	Buy	+18,219	New	+$950K	﹤0.01%	7220

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

Jeff Yass's VOTE Position: Q2 2026 in Review

Jeff Yass increased its TCW Transform 500 ETF (VOTE) stake by 65% in Q2 2026, buying an estimated $2.11M and bringing the position to 63,084 shares worth $5.56M. The position accounts for ﹤0.01% of the portfolio, ranked #4409.

Jeff Yass first reported a position in VOTE in Q1 2022 and has held it in 13 quarters since. 111 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Jeff Yass held 63,084 shares of TCW Transform 500 ETF worth $5.56M as of Q2 2026.
Jeff Yass bought 24,746 TCW Transform 500 ETF shares in Q2 2026, an estimated $2.11M.
TCW Transform 500 ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #4409 holding.
Jeff Yass first reported a position in TCW Transform 500 ETF in Q1 2022 and has held it in 13 quarters since.
111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.