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
Q2 		$2.43M Sell
27,607
-2,398
-8% -$205K ﹤0.01% 3530
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 $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

LPL Financial's VOTE Position: Q2 2026 in Review

LPL Financial reduced its TCW Transform 500 ETF (VOTE) stake by 8% in Q2 2026, selling an estimated $205K and leaving 27,607 shares worth $2.43M. The position accounts for ﹤0.01% of the portfolio, ranked #3530.

LPL Financial first reported a position in VOTE in Q4 2022 and has held it in 15 quarters since. 111 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

  • LPL Financial held 27,607 shares of TCW Transform 500 ETF worth $2.43M as of Q2 2026.
  • LPL Financial sold 2,398 TCW Transform 500 ETF shares in Q2 2026, an estimated $205K.
  • TCW Transform 500 ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3530 holding.
  • LPL Financial first reported a position in TCW Transform 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.