Northwestern Mutual Wealth Management’s TCW Transform 500 ETF VOTE Stock Holding History

Northwestern Mutual Wealth Management’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	$75.4K	Buy	855 +30	+4%	+$2.56K	﹤0.01%	2378
2026 Q1	$62.9K	Buy	825 +633	+330%	+$50.5K	﹤0.01%	2355
2025 Q4	$15.4K	Hold	192	–	–	﹤0.01%	2849
2025 Q3	$15.1K	Hold	192	–	–	﹤0.01%	2774
2025 Q2	$14K	Buy	192 +73	+61%	+$4.9K	﹤0.01%	2688
2025 Q1	$7.78K	Buy	119 +117	+5,850%	+$8.08K	﹤0.01%	2824
2024 Q4	$138	Sell	2 -77	-97%	-$5.32K	﹤0.01%	3467
2024 Q3	$5.3K	Sell	79 -1	-1%	-$65	﹤0.01%	2876
2024 Q2	$5.09K	Sell	80 -1	-1%	-$61	﹤0.01%	2859
2024 Q1	$4.96K	Buy	81 +61	+305%	+$3.55K	﹤0.01%	2843
2023 Q4	$1.11K	Buy	+20	New	+$1.04K	﹤0.01%	3158
2023 Q3	–	Sell	-1	Closed	-$52	–	3548
2023 Q2	$52	Sell	1 -33	-97%	-$1.61K	﹤0.01%	3287
2023 Q1	$1.62K	Buy	34 +4	+13%	+$185	﹤0.01%	2961
2022 Q4	$1.33K	Hold	30	–	–	﹤0.01%	3011
2022 Q3	$1K	Buy	+30	New	+$1.39K	﹤0.01%	3032

Other funds holding VOTE

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 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 New York $1.15T AUM 47.82% 1-Year Est. Return

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

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Northwestern Mutual Wealth Management's VOTE Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its TCW Transform 500 ETF (VOTE) stake by 3.6% in Q2 2026, buying an estimated $2.56K and bringing the position to 855 shares worth $75.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2378.

Northwestern Mutual Wealth Management first reported a position in VOTE in Q3 2022 and has held it in 15 quarters since. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Northwestern Mutual Wealth Management held 855 shares of TCW Transform 500 ETF worth $75.4K as of Q2 2026.
Northwestern Mutual Wealth Management bought 30 TCW Transform 500 ETF shares in Q2 2026, an estimated $2.56K.
TCW Transform 500 ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2378 holding.
Northwestern Mutual Wealth Management first reported a position in TCW Transform 500 ETF in Q3 2022 and has held it in 15 quarters since.
112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.