Mather Group
VOTE icon

Mather Group’s TCW Transform 500 ETF VOTE Stock Holding History

Mather Group’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 		$18K Hold
200
– – ﹤0.01% 1473
2026
Q2 		$17.6K Hold
200
– – ﹤0.01% 1359
2026
Q1 		$15.3K Buy
+200
New +$16K ﹤0.01% 1346
2025
Q4 		– Sell
-200
Closed -$15.7K – 1622
2025
Q3 		$15.7K Buy
+200
New +$15.1K ﹤0.01% 1166
2025
Q2 		– Sell
-200
Closed -$13.1K – 1690
2025
Q1 		$13.1K Hold
200
– – ﹤0.01% 1189
2024
Q4 		$13.8K Hold
200
– – ﹤0.01% 1164
2024
Q3 		$13.4K Hold
200
– – ﹤0.01% 1130
2024
Q2 		$12.3K Hold
200
– – ﹤0.01% 1397
2024
Q1 		$11.1K Buy
+200
New +$11.6K ﹤0.01% 1171

Other funds holding VOTE

Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Breakwater Investment Management
Breakwater Investment Management Seattle, Washington $302M AUM 10.26% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Pearl Planning
Pearl Planning Dexter, Michigan $241M AUM 12.56% 1-Year Est. Return
Ridgecrest Wealth Partners
Ridgecrest Wealth Partners Mill Valley, California $216M AUM 24.75% 1-Year Est. Return
DWR Wealth Management
DWR Wealth Management San Jose, California $144M AUM 14.85% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Mather Group's VOTE Position: Q3 2026 in Review

Mather Group held its TCW Transform 500 ETF (VOTE) position steady in Q3 2026 at 200 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

Mather Group first reported a position in VOTE in Q1 2024 and has held it in 9 quarters since. 21 funds tracked by Wall St. Rank hold VOTE as of Q3 2026.

  • Mather Group held 200 shares of TCW Transform 500 ETF worth $18K as of Q3 2026.
  • Mather Group left its TCW Transform 500 ETF share count unchanged in Q3 2026.
  • TCW Transform 500 ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1473 holding.
  • Mather Group first reported a position in TCW Transform 500 ETF in Q1 2024 and has held it in 9 quarters since.
  • 21 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.