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 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	+$11.7K	﹤0.01%	1171

Other funds holding VOTE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return

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

Mather Group's VOTE Position: Q1 2026 in Review

Mather Group opened a new position in TCW Transform 500 ETF (VOTE) in Q1 2026: 200 shares worth $15.3K. The stake represents ﹤0.01% of the portfolio and ranks #1346 among its holdings. This is a return to the name: Mather Group previously reported a position in VOTE as recently as Q3 2025.

Mather Group first reported a position in VOTE in Q1 2024 and has held it in 7 quarters since. The position peaked at $15.7K in Q3 2025. 111 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

Mather Group held 200 shares of TCW Transform 500 ETF worth $15.3K as of Q1 2026.
TCW Transform 500 ETF was a new Mather Group position in Q1 2026.
TCW Transform 500 ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1346 holding.
Mather Group first reported a position in TCW Transform 500 ETF in Q1 2024 and has held it in 7 quarters since.
Mather Group's TCW Transform 500 ETF position peaked at $15.7K in Q3 2025.
111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.