Morgan Stanley
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Morgan Stanley’s TCW Transform 500 ETF VOTE Stock Holding History

Morgan Stanley’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 		$10.1M Buy
132,714
+8,052
+6% +$643K ﹤0.01% 3559
2025
Q4 		$10M Buy
124,662
+2,994
+2% +$238K ﹤0.01% 3617
2025
Q3 		$9.55M Buy
121,668
+6,074
+5% +$458K ﹤0.01% 3598
2025
Q2 		$8.41M Buy
115,594
+100,051
+644% +$6.72M ﹤0.01% 3588
2025
Q1 		$1.02M Buy
15,543
+1,364
+10% +$94.2K ﹤0.01% 4990
2024
Q4 		$975K Sell
14,179
-3,252
-19% -$225K ﹤0.01% 5105
2024
Q3 		$1.17M Buy
17,431
+203
+1% +$13.1K ﹤0.01% 4959
2024
Q2 		$1.1M Buy
17,228
+2,120
+14% +$130K ﹤0.01% 4900
2024
Q1 		$925K Sell
15,108
-12,342
-45% -$719K ﹤0.01% 4988
2023
Q4 		$1.53M Buy
27,450
+18,366
+202% +$955K ﹤0.01% 5089
2023
Q3 		$453K Buy
9,084
+703
+8% +$36.4K ﹤0.01% 5215
2023
Q2 		$432K Sell
8,381
-33
-0.4% -$1.61K ﹤0.01% 5292
2023
Q1 		$400K Buy
8,414
+7,147
+564% +$331K ﹤0.01% 5378
2022
Q4 		$56K Buy
1,267
+720
+132% +$32.1K ﹤0.01% 6243
2022
Q3 		$23K Buy
547
+537
+5,370% +$24.8K ﹤0.01% 6741
2022
Q2 		$0 Buy
+10
New +$477 ﹤0.01% 7983

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 $1.66B AUM 23.19% 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 $8.02B AUM 45.39% 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

Morgan Stanley's VOTE Position: Q1 2026 in Review

Morgan Stanley increased its TCW Transform 500 ETF (VOTE) stake by 6.5% in Q1 2026, buying an estimated $643K and bringing the position to 132,714 shares worth $10.1M. The position accounts for ﹤0.01% of the portfolio, ranked #3559.

Morgan Stanley first reported a position in VOTE in Q2 2022 and has held it in 16 quarters since. 112 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

  • Morgan Stanley held 132,714 shares of TCW Transform 500 ETF worth $10.1M as of Q1 2026.
  • Morgan Stanley bought 8,052 TCW Transform 500 ETF shares in Q1 2026, an estimated $643K.
  • TCW Transform 500 ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3559 holding.
  • Morgan Stanley first reported a position in TCW Transform 500 ETF in Q2 2022 and has held it in 16 quarters since.
  • 112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.