Modern Wealth Management’s TCW Transform 500 ETF VOTE Stock Holding History

Modern Wealth Management’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 Q2	$4.09M	Buy	46,340 +15,225	+49%	+$1.3M	0.05%	281
2026 Q1	$2.4M	Buy	31,115 +2,748	+10%	+$219K	0.04%	289
2025 Q4	$2.28M	Buy	28,367 +4,035	+17%	+$321K	0.04%	278
2025 Q3	$1.91M	Buy	24,332 +1,003	+4%	+$75.7K	0.04%	286
2025 Q2	$1.7M	Buy	23,329 +6,091	+35%	+$409K	0.04%	286
2025 Q1	$1.13M	Sell	17,238 -24	-0.1%	-$1.66K	0.04%	290
2024 Q4	$1.19M	Buy	+17,262	New	+$1.19M	0.04%	238

Other funds holding VOTE

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Modern Wealth Management's VOTE Position: Q2 2026 in Review

Modern Wealth Management increased its TCW Transform 500 ETF (VOTE) stake by 49% in Q2 2026, buying an estimated $1.3M and bringing the position to 46,340 shares worth $4.09M. The position accounts for 0.05% of the portfolio, ranked #281.

Modern Wealth Management first reported a position in VOTE in Q4 2024 and has held it in 7 quarters since. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Modern Wealth Management held 46,340 shares of TCW Transform 500 ETF worth $4.09M as of Q2 2026.
Modern Wealth Management bought 15,225 TCW Transform 500 ETF shares in Q2 2026, an estimated $1.3M.
TCW Transform 500 ETF made up 0.05% of Modern Wealth Management's portfolio in Q2 2026, its #281 holding.
Modern Wealth Management first reported a position in TCW Transform 500 ETF in Q4 2024 and has held it in 7 quarters since.
112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.