Jordan Park Group’s TCW Transform 500 ETF VOTE Stock Holding History

Jordan Park Group’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	$1.46M	Buy	+16,522	New	+$1.41M	0.07%	44
2024 Q4	–	Sell	-12,839	Closed	-$861K	–	77
2024 Q3	$861K	Buy	+12,839	New	+$830K	0.06%	49
2024 Q1	–	Sell	-1,206,696	Closed	-$67.1M	–	50
2023 Q4	$67.1M	Sell	1,206,696 -73,465	-6%	-$3.82M	4.61%	8
2023 Q3	$63.9M	Sell	1,280,161 -4,855	-0.4%	-$252K	4.59%	8
2023 Q2	$66.3M	Sell	1,285,016 -12,232	-0.9%	-$597K	4.36%	8
2023 Q1	$61.7M	Buy	1,297,248 +1,365	+0.1%	+$63.2K	4.04%	8
2022 Q4	$57.3M	Sell	1,295,883 -5,866	-0.5%	-$261K	4.47%	7
2022 Q3	$54.1M	Buy	1,301,749 +49,205	+4%	+$2.27M	4.19%	9
2022 Q2	$54.8M	Buy	1,252,544 +30,793	+3%	+$1.47M	5.35%	6
2022 Q1	$64.6M	Buy	1,221,751 +5,935	+0.5%	+$309K	5.74%	5
2021 Q4	$68M	Sell	1,215,816 -796,085	-40%	-$43.3M	4.87%	7
2021 Q3	$103M	Buy	2,011,901 +36,223	+2%	+$1.9M	4.79%	7
2021 Q2	$101M	Buy	+1,975,678	New	+$100M	5.47%	6

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

Jordan Park Group's VOTE Position: Q2 2026 in Review

Jordan Park Group opened a new position in TCW Transform 500 ETF (VOTE) in Q2 2026: 16,522 shares worth $1.46M. The stake represents 0.07% of the portfolio and ranks #44 among its holdings. This is a return to the name: Jordan Park Group previously reported a position in VOTE as recently as Q3 2024.

Jordan Park Group first reported a position in VOTE in Q2 2021 and has held it in 13 quarters since. The position peaked at $103M in Q3 2021. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Jordan Park Group held 16,522 shares of TCW Transform 500 ETF worth $1.46M as of Q2 2026.
TCW Transform 500 ETF was a new Jordan Park Group position in Q2 2026.
TCW Transform 500 ETF made up 0.07% of Jordan Park Group's portfolio in Q2 2026, its #44 holding.
Jordan Park Group first reported a position in TCW Transform 500 ETF in Q2 2021 and has held it in 13 quarters since.
Jordan Park Group's TCW Transform 500 ETF position peaked at $103M in Q3 2021.
112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Jordan Park Group's 13F filing for Q2 2026, filed 11 Aug 2026.