NF
VOTE icon

Napier Financial’s TCW Transform 500 ETF VOTE Stock Holding History

Napier Financial’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 		$37K Hold
420
– – 0.01% 235
2026
Q1 		$32K Buy
+420
New +$33.5K 0.01% 251

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

Napier Financial's VOTE Position: Q2 2026 in Review

Napier Financial held its TCW Transform 500 ETF (VOTE) position steady in Q2 2026 at 420 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #235.

Napier Financial first reported a position in VOTE in Q1 2026 and has held it in 2 quarters since. 111 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

  • Napier Financial held 420 shares of TCW Transform 500 ETF worth $37K as of Q2 2026.
  • Napier Financial left its TCW Transform 500 ETF share count unchanged in Q2 2026.
  • TCW Transform 500 ETF made up 0.01% of Napier Financial's portfolio in Q2 2026, its #235 holding.
  • Napier Financial first reported a position in TCW Transform 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Napier Financial's 13F filing for Q2 2026, filed 31 Jul 2026.