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Legacy Wealth Management (Idaho)’s TCW Transform 500 ETF VOTE Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-1,140
Closed -$87K – 948
2026
Q1 		$87K Buy
1,140
+60
+6% +$4.79K 0.04% 200
2025
Q4 		$86.6K Buy
+1,080
New +$85.9K 0.04% 166

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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Thrivent Financial for Lutherans
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
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
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s VOTE Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of TCW Transform 500 ETF (VOTE) in Q2 2026, closing a stake of 1,140 shares — an estimated $87K sold.

Legacy Wealth Management (Idaho) first reported a position in VOTE in Q4 2025 and held it in 2 quarters. The position peaked at $87K in Q1 2026. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining TCW Transform 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 1,140 TCW Transform 500 ETF shares in Q2 2026, an estimated $87K.
  • Legacy Wealth Management (Idaho) first reported a position in TCW Transform 500 ETF in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s TCW Transform 500 ETF position peaked at $87K in Q1 2026.
  • 112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.