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Moneta Group Investment Advisors’s TCW Transform 500 ETF VOTE Stock Holding History

Moneta Group Investment Advisors’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 		$3.77M Buy
42,809
+10,317
+32% +$880K 0.03% 214
2026
Q1 		$2.48M Buy
32,492
+359
+1% +$28.7K 0.02% 246
2025
Q4 		$2.58M Sell
32,133
-1,618
-5% -$129K 0.02% 239
2025
Q3 		$2.65M Buy
33,751
+20,041
+146% +$1.51M 0.02% 238
2025
Q2 		$2.31M Sell
13,710
-12,718
-48% -$854K 0.03% 214
2025
Q1 		$1.73M Buy
26,428
+2,073
+9% +$143K 0.02% 223
2024
Q4 		$1.68M Buy
24,355
+146
+0.6% +$10.1K 0.02% 227
2024
Q3 		$1.62M Buy
24,209
+47
+0.2% +$3.04K 0.02% 221
2024
Q2 		$1.54M Sell
24,162
-2,108
-8% -$129K 0.02% 218
2024
Q1 		$1.61M Buy
26,270
+1,761
+7% +$103K 0.03% 211
2023
Q4 		$1.36M Buy
24,509
+1,219
+5% +$63.4K 0.03% 203
2023
Q3 		$1.16M Buy
23,290
+8,407
+56% +$436K 0.03% 203
2023
Q2 		$768K Buy
14,883
+1,361
+10% +$66.4K 0.02% 257
2023
Q1 		$644K Buy
13,522
+837
+7% +$38.7K 0.02% 275
2022
Q4 		$597K Sell
12,685
-2,439
-16% -$109K 0.02% 268
2022
Q3 		$629K Sell
15,124
-1,348
-8% -$62.2K 0.02% 245
2022
Q2 		$721K Buy
+16,472
New +$785K 0.02% 248

Other funds holding VOTE

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
PNC Financial Services Group
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
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
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
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Moneta Group Investment Advisors's VOTE Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its TCW Transform 500 ETF (VOTE) stake by 32% in Q2 2026, buying an estimated $880K and bringing the position to 42,809 shares worth $3.77M. The position accounts for 0.03% of the portfolio, ranked #214.

Moneta Group Investment Advisors first reported a position in VOTE in Q2 2022 and has held it in 17 quarters since. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

  • Moneta Group Investment Advisors held 42,809 shares of TCW Transform 500 ETF worth $3.77M as of Q2 2026.
  • Moneta Group Investment Advisors bought 10,317 TCW Transform 500 ETF shares in Q2 2026, an estimated $880K.
  • TCW Transform 500 ETF made up 0.03% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #214 holding.
  • Moneta Group Investment Advisors first reported a position in TCW Transform 500 ETF in Q2 2022 and has held it in 17 quarters since.
  • 112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.