Osaic Holdings
VOTE icon

Osaic Holdings’s TCW Transform 500 ETF VOTE Stock Holding History

Osaic Holdings’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 		$1.19M Sell
15,543
-79
-0.5% -$6.31K ﹤0.01% 2545
2025
Q4 		$1.25M Buy
15,622
+136
+0.9% +$10.8K ﹤0.01% 2484
2025
Q3 		$1.21M Buy
15,486
+6,077
+65% +$459K ﹤0.01% 2615
2025
Q2 		$684K Buy
9,409
+8,860
+1,614% +$595K ﹤0.01% 2851
2025
Q1 		$35.9K Sell
549
-9,429
-94% -$651K ﹤0.01% 4953
2024
Q4 		$686K Sell
9,978
-1,774
-15% -$123K ﹤0.01% 2505
2024
Q3 		$788K Buy
11,752
+1,271
+12% +$82.2K ﹤0.01% 2460
2024
Q2 		$666K Buy
10,481
+9,971
+1,955% +$610K ﹤0.01% 2522
2024
Q1 		$31.2K Buy
510
+22
+5% +$1.28K ﹤0.01% 5076
2023
Q4 		$27.1K Sell
488
-2,019
-81% -$105K ﹤0.01% 5318
2023
Q3 		$125K Buy
2,507
+161
+7% +$8.34K ﹤0.01% 4335
2023
Q2 		$121K Sell
2,346
-145
-6% -$7.07K ﹤0.01% 4285
2023
Q1 		$119K Buy
2,491
+145
+6% +$6.71K ﹤0.01% 4303
2022
Q4 		$104K Buy
2,346
+2,276
+3,251% +$101K ﹤0.01% 4407
2022
Q3 		$3K Hold
70
– – ﹤0.01% 6677
2022
Q2 		$3K Buy
70
+20
+40% +$954 ﹤0.01% 6777
2022
Q1 		$3K Sell
50
-20
-29% -$1.04K ﹤0.01% 6780
2021
Q4 		$4K Hold
70
– – ﹤0.01% 6792
2021
Q3 		$4K Buy
+70
New +$3.67K ﹤0.01% 6662

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

Osaic Holdings's VOTE Position: Q1 2026 in Review

Osaic Holdings reduced its TCW Transform 500 ETF (VOTE) stake by 0.51% in Q1 2026, selling an estimated $6.31K and leaving 15,543 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #2545.

Osaic Holdings first reported a position in VOTE in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.25M in Q4 2025. 111 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

  • Osaic Holdings held 15,543 shares of TCW Transform 500 ETF worth $1.19M as of Q1 2026.
  • Osaic Holdings sold 79 TCW Transform 500 ETF shares in Q1 2026, an estimated $6.31K.
  • TCW Transform 500 ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2545 holding.
  • Osaic Holdings first reported a position in TCW Transform 500 ETF in Q3 2021 and has held it in 19 quarters since.
  • Osaic Holdings's TCW Transform 500 ETF position peaked at $1.25M in Q4 2025.
  • 111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.