Orion Portfolio Solutions’s TCW Transform 500 ETF VOTE Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$4.93M	Buy	75,405 +3,214	+4%	+$222K	0.05%	352
2024 Q4	$4.97M	Buy	72,191 +5,617	+8%	+$388K	0.05%	330
2024 Q3	$4.46M	Buy	66,574 +56,231	+544%	+$3.64M	0.04%	363
2024 Q2	$658K	Buy	10,343 +2,801	+37%	+$171K	0.01%	1177
2024 Q1	$462K	Buy	+7,542	New	+$439K	﹤0.01%	1292
2023 Q4	–	Sell	-4,271	Closed	-$213K	–	1761
2023 Q3	$213K	Buy	+4,271	New	+$221K	﹤0.01%	1529

Other funds holding VOTE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return

LGWM

Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

DWT

Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

Orion Portfolio Solutions's VOTE Position: Q1 2025 in Review

Orion Portfolio Solutions increased its TCW Transform 500 ETF (VOTE) stake by 4.5% in Q1 2025, buying an estimated $222K and bringing the position to 75,405 shares worth $4.93M. The position accounts for 0.05% of the portfolio, ranked #352.

Orion Portfolio Solutions first reported a position in VOTE in Q3 2023 and has held it in 6 quarters since. The position peaked at $4.97M in Q4 2024. 85 funds tracked by Wall St. Rank hold VOTE as of Q1 2025.

Orion Portfolio Solutions held 75,405 shares of TCW Transform 500 ETF worth $4.93M as of Q1 2025.
Orion Portfolio Solutions bought 3,214 TCW Transform 500 ETF shares in Q1 2025, an estimated $222K.
TCW Transform 500 ETF made up 0.05% of Orion Portfolio Solutions's portfolio in Q1 2025, its #352 holding.
Orion Portfolio Solutions first reported a position in TCW Transform 500 ETF in Q3 2023 and has held it in 6 quarters since.
Orion Portfolio Solutions's TCW Transform 500 ETF position peaked at $4.97M in Q4 2024.
85 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.