O'Shaughnessy Asset Management’s TCW Transform 500 ETF VOTE Stock Holding History

O'Shaughnessy Asset 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	$3.88K	Buy	44 +5	+13%	+$427	﹤0.01%	2497
2026 Q1	$2.98K	Buy	+39	New	+$3.11K	﹤0.01%	2535

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

O'Shaughnessy Asset Management's VOTE Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its TCW Transform 500 ETF (VOTE) stake by 13% in Q2 2026, buying an estimated $427 and bringing the position to 44 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #2497.

O'Shaughnessy Asset Management first reported a position in VOTE in Q1 2026 and has held it in 2 quarters since. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

O'Shaughnessy Asset Management held 44 shares of TCW Transform 500 ETF worth $3.88K as of Q2 2026.
O'Shaughnessy Asset Management bought 5 TCW Transform 500 ETF shares in Q2 2026, an estimated $427.
TCW Transform 500 ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2497 holding.
O'Shaughnessy Asset Management first reported a position in TCW Transform 500 ETF in Q1 2026 and has held it in 2 quarters since.
112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.