LPL Financial
VOTE icon

LPL Financial’s TCW Transform 500 ETF VOTE Stock Holding History

LPL Financial’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
Q1 		$2.29M Buy
30,005
+1,227
+4% +$98K ﹤0.01% 3372
2025
Q4 		$2.31M Buy
28,778
+4,954
+21% +$394K ﹤0.01% 3261
2025
Q3 		$1.87M Buy
23,824
+4,653
+24% +$351K ﹤0.01% 3382
2025
Q2 		$1.39M Buy
19,171
+11,856
+162% +$796K ﹤0.01% 3453
2025
Q1 		$478K Sell
7,315
-1,248
-15% -$86.2K ﹤0.01% 4215
2024
Q4 		$589K Buy
8,563
+4,688
+121% +$324K ﹤0.01% 3950
2024
Q3 		$260K Sell
3,875
-688
-15% -$44.5K ﹤0.01% 4545
2024
Q2 		$290K Sell
4,563
-94
-2% -$5.75K ﹤0.01% 4291
2024
Q1 		$285K Buy
4,657
+192
+4% +$11.2K ﹤0.01% 4243
2023
Q4 		$248K Sell
4,465
-546
-11% -$28.4K ﹤0.01% 4236
2023
Q3 		$250K Buy
5,011
+383
+8% +$19.8K ﹤0.01% 4077
2023
Q2 		$239K Sell
4,628
-134
-3% -$6.54K ﹤0.01% 4022
2023
Q1 		$227K Buy
4,762
+53
+1% +$2.45K ﹤0.01% 3948
2022
Q4 		$208K Buy
+4,709
New +$210K ﹤0.01% 3949

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

LPL Financial's VOTE Position: Q1 2026 in Review

LPL Financial increased its TCW Transform 500 ETF (VOTE) stake by 4.3% in Q1 2026, buying an estimated $98K and bringing the position to 30,005 shares worth $2.29M. The position accounts for ﹤0.01% of the portfolio, ranked #3372.

LPL Financial first reported a position in VOTE in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.31M in Q4 2025. 111 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

  • LPL Financial held 30,005 shares of TCW Transform 500 ETF worth $2.29M as of Q1 2026.
  • LPL Financial bought 1,227 TCW Transform 500 ETF shares in Q1 2026, an estimated $98K.
  • TCW Transform 500 ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3372 holding.
  • LPL Financial first reported a position in TCW Transform 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • LPL Financial's TCW Transform 500 ETF position peaked at $2.31M in Q4 2025.
  • 111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.