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MJP Associates’s TCW Transform 500 ETF VOTE Stock Holding History

MJP Associates’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 		$622K Buy
8,151
+172
+2% +$13.7K 0.08% 90
2025
Q4 		$640K Buy
7,979
+13
+0.2% +$1.03K 0.08% 102
2025
Q3 		$625K Sell
7,966
-451
-5% -$34K 0.08% 103
2025
Q2 		$612K Buy
8,417
+909
+12% +$61.1K 0.09% 101
2025
Q1 		$491K Buy
+7,508
New +$518K 0.09% 114

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 $1.49B 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
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

MJP Associates's VOTE Position: Q1 2026 in Review

MJP Associates increased its TCW Transform 500 ETF (VOTE) stake by 2.2% in Q1 2026, buying an estimated $13.7K and bringing the position to 8,151 shares worth $622K. The position accounts for 0.08% of the portfolio, ranked #90.

MJP Associates first reported a position in VOTE in Q1 2025 and has held it in 5 quarters since. The position peaked at $640K in Q4 2025. 111 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

  • MJP Associates held 8,151 shares of TCW Transform 500 ETF worth $622K as of Q1 2026.
  • MJP Associates bought 172 TCW Transform 500 ETF shares in Q1 2026, an estimated $13.7K.
  • TCW Transform 500 ETF made up 0.08% of MJP Associates's portfolio in Q1 2026, its #90 holding.
  • MJP Associates first reported a position in TCW Transform 500 ETF in Q1 2025 and has held it in 5 quarters since.
  • MJP Associates's TCW Transform 500 ETF position peaked at $640K in Q4 2025.
  • 111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

Based on MJP Associates's 13F filing for Q1 2026, filed 5 May 2026.