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
Q3 		$2.52M Buy
27,979
+372
+1% +$33.3K ﹤0.01% 3538
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

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Ethic Inc
Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return
Values Added Financial
Values Added Financial Washington, District of Columbia $282M AUM 15.49% 1-Year Est. Return
Jordan Park Group
Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Financial Insights
Financial Insights Tacoma, Washington $394M AUM 16.93% 1-Year Est. Return

LPL Financial's VOTE Position: Q3 2026 in Review

LPL Financial increased its TCW Transform 500 ETF (VOTE) stake by 1.3% in Q3 2026, buying an estimated $33.3K and bringing the position to 27,979 shares worth $2.52M. The position accounts for ﹤0.01% of the portfolio, ranked #3538.

LPL Financial first reported a position in VOTE in Q4 2022 and has held it in 16 quarters since. 67 funds tracked by Wall St. Rank hold VOTE as of Q3 2026.

  • LPL Financial held 27,979 shares of TCW Transform 500 ETF worth $2.52M as of Q3 2026.
  • LPL Financial bought 372 TCW Transform 500 ETF shares in Q3 2026, an estimated $33.3K.
  • TCW Transform 500 ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3538 holding.
  • LPL Financial first reported a position in TCW Transform 500 ETF in Q4 2022 and has held it in 16 quarters since.
  • 67 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.