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Mutual Advisors’s TCW Transform 500 ETF VOTE Stock Holding History

Mutual 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 		$10.9M Sell
123,719
-1,184
-0.9% -$101K 0.21% 86
2026
Q1 		$9.53M Sell
124,903
-243
-0.2% -$19.4K 0.2% 92
2025
Q4 		$10M Sell
125,146
-787
-0.6% -$62.6K 0.22% 89
2025
Q3 		$9.96M Buy
125,933
+1,613
+1% +$122K 0.22% 90
2025
Q2 		$9.32M Sell
124,320
-2,898
-2% -$195K 0.23% 82
2025
Q1 		$8.22M Buy
127,218
+13,395
+12% +$925K 0.24% 81
2024
Q4 		$7.91M Buy
113,823
+9,153
+9% +$632K 0.23% 83
2024
Q3 		$7.09M Buy
104,670
+328
+0.3% +$21.2K 0.21% 89
2024
Q2 		$6.64M Sell
104,342
-1,220
-1% -$74.7K 0.2% 96
2024
Q1 		$6.47M Buy
105,562
+22,026
+26% +$1.28M 0.21% 96
2023
Q4 		$4.65M Sell
83,536
-39,734
-32% -$2.07M 0.16% 136
2023
Q3 		$6.15M Buy
123,270
+6,978
+6% +$362K 0.24% 80
2023
Q2 		$6M Buy
116,292
+16,491
+17% +$804K 0.23% 88
2023
Q1 		$4.75M Buy
99,801
+5,390
+6% +$249K 0.19% 102
2022
Q4 		$4.17M Buy
94,411
+29,883
+46% +$1.33M 0.19% 117
2022
Q3 		$2.68M Buy
64,528
+33,635
+109% +$1.55M 0.14% 151
2022
Q2 		$1.35M Buy
30,893
+24,609
+392% +$1.17M 0.09% 268
2022
Q1 		$332K Buy
+6,284
New +$328K 0.02% 684

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

Mutual Advisors's VOTE Position: Q2 2026 in Review

Mutual Advisors reduced its TCW Transform 500 ETF (VOTE) stake by 0.95% in Q2 2026, selling an estimated $101K and leaving 123,719 shares worth $10.9M. The position accounts for 0.21% of the portfolio, ranked #86.

Mutual Advisors first reported a position in VOTE in Q1 2022 and has held it in 18 quarters since. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

  • Mutual Advisors held 123,719 shares of TCW Transform 500 ETF worth $10.9M as of Q2 2026.
  • Mutual Advisors sold 1,184 TCW Transform 500 ETF shares in Q2 2026, an estimated $101K.
  • TCW Transform 500 ETF made up 0.21% of Mutual Advisors's portfolio in Q2 2026, its #86 holding.
  • Mutual Advisors first reported a position in TCW Transform 500 ETF in Q1 2022 and has held it in 18 quarters since.
  • 112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

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