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
Q3 		$12.9M Buy
142,872
+1,480
+1% +$133K ﹤0.01% 3501
2026
Q2 		$12.5M Buy
141,392
+8,678
+7% +$740K ﹤0.01% 3520
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 		$9.5M 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 Buy
15,108
+1,383
+10% +$80.6K ﹤0.01% 4988
2023
Q4 		$763K Buy
13,725
+4,641
+51% +$241K ﹤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

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
National Philanthropic Trust
National Philanthropic Trust Jenkintown, Pennsylvania $7.05B AUM 11.49% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Dorsey & Whitney Trust
Dorsey & Whitney Trust Sioux Falls, South Dakota $2.23B AUM 24.39% 1-Year Est. Return
Ethic Inc
Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.82B AUM 17.59% 1-Year Est. Return

Morgan Stanley's VOTE Position: Q3 2026 in Review

Morgan Stanley increased its TCW Transform 500 ETF (VOTE) stake by 1% in Q3 2026, buying an estimated $133K and bringing the position to 142,872 shares worth $12.9M. The position accounts for ﹤0.01% of the portfolio, ranked #3501.

Morgan Stanley first reported a position in VOTE in Q2 2022 and has held it in 18 quarters since. 96 funds tracked by Wall St. Rank hold VOTE as of Q3 2026.

  • Morgan Stanley held 142,872 shares of TCW Transform 500 ETF worth $12.9M as of Q3 2026.
  • Morgan Stanley bought 1,480 TCW Transform 500 ETF shares in Q3 2026, an estimated $133K.
  • TCW Transform 500 ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q3 2026, its #3501 holding.
  • Morgan Stanley first reported a position in TCW Transform 500 ETF in Q2 2022 and has held it in 18 quarters since.
  • 96 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q3 2026.

Based on Morgan Stanley's 13F filing for Q3 2026, filed 13 Nov 2026.