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MASECO Private Wealth’s TCW Transform 500 ETF VOTE Stock Holding History

MASECO Private Wealth’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 		$13.8K Hold
181
– – ﹤0.01% 224
2025
Q4 		$14.5K Hold
181
– – ﹤0.01% 292
2025
Q3 		$14.2K Buy
+181
New +$13.7K ﹤0.01% 156

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 $1.66B AUM 23.19% 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

MASECO Private Wealth's VOTE Position: Q1 2026 in Review

MASECO Private Wealth held its TCW Transform 500 ETF (VOTE) position steady in Q1 2026 at 181 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #224.

MASECO Private Wealth first reported a position in VOTE in Q3 2025 and has held it in 3 quarters since. The position peaked at $14.5K in Q4 2025. 112 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

  • MASECO Private Wealth held 181 shares of TCW Transform 500 ETF worth $13.8K as of Q1 2026.
  • MASECO Private Wealth left its TCW Transform 500 ETF share count unchanged in Q1 2026.
  • TCW Transform 500 ETF made up ﹤0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #224 holding.
  • MASECO Private Wealth first reported a position in TCW Transform 500 ETF in Q3 2025 and has held it in 3 quarters since.
  • MASECO Private Wealth's TCW Transform 500 ETF position peaked at $14.5K in Q4 2025.
  • 112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.