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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
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

Old Mission Capital's VOTE Position: Q1 2026 in Review

Old Mission Capital opened a new position in TCW Transform 500 ETF (VOTE) in Q1 2026: 3,445 shares worth $263K. The stake represents ﹤0.01% of the portfolio and ranks #931 among its holdings. This is a return to the name: Old Mission Capital previously reported a position in VOTE as recently as Q3 2024.

Old Mission Capital first reported a position in VOTE in Q3 2024 and has held it in 2 quarters since. The position peaked at $518K in Q3 2024. 111 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

  • Old Mission Capital held 3,445 shares of TCW Transform 500 ETF worth $263K as of Q1 2026.
  • TCW Transform 500 ETF was a new Old Mission Capital position in Q1 2026.
  • TCW Transform 500 ETF made up ﹤0.01% of Old Mission Capital's portfolio in Q1 2026, its #931 holding.
  • Old Mission Capital first reported a position in TCW Transform 500 ETF in Q3 2024 and has held it in 2 quarters since.
  • Old Mission Capital's TCW Transform 500 ETF position peaked at $518K in Q3 2024.
  • 111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

Based on Old Mission Capital's 13F filing for Q1 2026, filed 15 May 2026.