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John Overdeck’s TCW Transform 500 ETF VOTE Stock Holding History

John Overdeck’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
2025
Q3 		– Sell
-22,700
Closed -$1.65M – 3952
2025
Q2 		$1.65M Buy
+22,700
New +$1.52M ﹤0.01% 1956
2025
Q1 		– Sell
-28,000
Closed -$1.93M – 3509
2024
Q4 		$1.93M Buy
+28,000
New +$1.93M ﹤0.01% 1751
2024
Q1 		– Sell
-4,200
Closed -$234K – 3416
2023
Q4 		$234K Buy
+4,200
New +$218K ﹤0.01% 2773

Other funds holding VOTE

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EI
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
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

John Overdeck's VOTE Position: Q3 2025 in Review

John Overdeck sold out of TCW Transform 500 ETF (VOTE) in Q3 2025, closing a stake of 22,700 shares — an estimated $1.65M sold.

John Overdeck first reported a position in VOTE in Q4 2023 and held it in 3 quarters. The position peaked at $1.93M in Q4 2024. 93 funds tracked by Wall St. Rank hold VOTE as of Q3 2025.

  • John Overdeck reported no remaining TCW Transform 500 ETF position as of Q3 2025 after selling out during the quarter.
  • John Overdeck sold 22,700 TCW Transform 500 ETF shares in Q3 2025, an estimated $1.65M.
  • John Overdeck first reported a position in TCW Transform 500 ETF in Q4 2023 and held it in 3 quarters.
  • John Overdeck's TCW Transform 500 ETF position peaked at $1.93M in Q4 2024.
  • 93 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q3 2025.

Based on Two Sigma Investments's 13F filing for Q3 2025, filed 14 Nov 2025.