Old Mission Capital’s TCW Transform 500 ETF VOTE Stock Holding History

Old Mission Capital’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	–	Sell	-3,445	Closed	-$263K	–	1360
2026 Q1	$263K	Buy	+3,445	New	+$275K	﹤0.01%	931
2024 Q4	–	Sell	-7,725	Closed	-$518K	–	1205
2024 Q3	$518K	Buy	+7,725	New	+$499K	0.01%	729

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

Old Mission Capital's VOTE Position: Q2 2026 in Review

Old Mission Capital sold out of TCW Transform 500 ETF (VOTE) in Q2 2026, closing a stake of 3,445 shares — an estimated $263K sold.

Old Mission Capital first reported a position in VOTE in Q3 2024 and held it in 2 quarters. The position peaked at $518K in Q3 2024. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Old Mission Capital reported no remaining TCW Transform 500 ETF position as of Q2 2026 after selling out during the quarter.
Old Mission Capital sold 3,445 TCW Transform 500 ETF shares in Q2 2026, an estimated $263K.
Old Mission Capital first reported a position in TCW Transform 500 ETF in Q3 2024 and held it in 2 quarters.
Old Mission Capital's TCW Transform 500 ETF position peaked at $518K in Q3 2024.
112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Old Mission Capital's 13F filing for Q2 2026, filed 14 Aug 2026.