LGWM
VOTE icon

Litman Gregory Wealth Management’s TCW Transform 500 ETF VOTE Stock Holding History

Litman Gregory Wealth Management’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
Q4 		$14.1M Sell
176,249
-5,141
-3% -$409K 1.03% 26
2025
Q3 		$14.2M Sell
181,390
-8,244
-4% -$622K 1.06% 24
2025
Q2 		$13.8M Sell
189,634
-7,428
-4% -$499K 1.08% 25
2025
Q1 		$12.9M Buy
197,062
+2,240
+1% +$155K 1.11% 24
2024
Q4 		$13.4M Buy
194,822
+5,560
+3% +$384K 1.16% 22
2024
Q3 		$12.7M Buy
189,262
+14,912
+9% +$964K 1.06% 26
2024
Q2 		$11.1M Sell
174,350
-748
-0.4% -$45.8K 0.98% 28
2024
Q1 		$10.7M Sell
175,098
-12,038
-6% -$701K 0.97% 26
2023
Q4 		$10.4M Sell
187,136
-2,423
-1% -$126K 0.99% 23
2023
Q3 		$9.46M Sell
189,559
-723
-0.4% -$37.5K 0.98% 23
2023
Q2 		$9.82M Buy
+190,282
New +$9.28M 1.23% 17
2023
Q1 		– Sell
-202,369
Closed -$8.95M – 105
2022
Q4 		$8.95M Buy
202,369
+4,655
+2% +$207K 1.25% 17
2022
Q3 		$8.22M Buy
197,714
+38,724
+24% +$1.79M 1.32% 16
2022
Q2 		$6.96M Buy
158,990
+35,885
+29% +$1.71M 1.02% 19
2022
Q1 		$6.51M Sell
123,105
-7,306
-6% -$381K 0.95% 21
2021
Q4 		$7.29M Buy
130,411
+34,069
+35% +$1.85M 1.24% 14
2021
Q3 		$4.91M Buy
+96,342
New +$5.05M 0.92% 17

Other funds holding VOTE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Litman Gregory Wealth Management's VOTE Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its TCW Transform 500 ETF (VOTE) stake by 2.8% in Q4 2025, selling an estimated $409K and leaving 176,249 shares worth $14.1M. The position accounts for 1.03% of the portfolio, ranked #26.

Litman Gregory Wealth Management first reported a position in VOTE in Q3 2021 and has held it in 17 quarters since. The position peaked at $14.2M in Q3 2025. 100 funds tracked by Wall St. Rank hold VOTE as of Q4 2025.

  • Litman Gregory Wealth Management held 176,249 shares of TCW Transform 500 ETF worth $14.1M as of Q4 2025.
  • Litman Gregory Wealth Management sold 5,141 TCW Transform 500 ETF shares in Q4 2025, an estimated $409K.
  • TCW Transform 500 ETF made up 1.03% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #26 holding.
  • Litman Gregory Wealth Management first reported a position in TCW Transform 500 ETF in Q3 2021 and has held it in 17 quarters since.
  • Litman Gregory Wealth Management's TCW Transform 500 ETF position peaked at $14.2M in Q3 2025.
  • 100 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.