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 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 $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

Modern Wealth Management's VOTE Position: Q1 2026 in Review

Modern Wealth Management increased its TCW Transform 500 ETF (VOTE) stake by 9.7% in Q1 2026, buying an estimated $219K and bringing the position to 31,115 shares worth $2.4M. The position accounts for 0.04% of the portfolio, ranked #289.

Modern Wealth Management first reported a position in VOTE in Q4 2024 and has held it in 6 quarters since. 111 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

Modern Wealth Management held 31,115 shares of TCW Transform 500 ETF worth $2.4M as of Q1 2026.
Modern Wealth Management bought 2,748 TCW Transform 500 ETF shares in Q1 2026, an estimated $219K.
TCW Transform 500 ETF made up 0.04% of Modern Wealth Management's portfolio in Q1 2026, its #289 holding.
Modern Wealth Management first reported a position in TCW Transform 500 ETF in Q4 2024 and has held it in 6 quarters since.
111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.