Per Stirling Capital Management’s TCW Transform 500 ETF VOTE Stock Holding History

Per Stirling Capital 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	$520K	Sell	5,899 -111	-2%	-$9.47K	0.05%	217
2026 Q1	$459K	Buy	6,010 +41	+0.7%	+$3.27K	0.05%	208
2025 Q4	$479K	Hold	5,969	–	–	0.05%	186
2025 Q3	$468K	Hold	5,969	–	–	0.06%	185
2025 Q2	$434K	Sell	5,969 -227	-4%	-$15.2K	0.06%	183
2025 Q1	$405K	Hold	6,196	–	–	0.06%	183
2024 Q4	$426K	Sell	6,196 -1,951	-24%	-$135K	0.06%	180
2024 Q3	$546K	Buy	8,147 +1,504	+23%	+$97.2K	0.08%	170
2024 Q2	$422K	Buy	6,643 +5	+0.1%	+$306	0.07%	177
2024 Q1	$407K	Buy	+6,638	New	+$387K	0.07%	166

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

Per Stirling Capital Management's VOTE Position: Q2 2026 in Review

Per Stirling Capital Management reduced its TCW Transform 500 ETF (VOTE) stake by 1.8% in Q2 2026, selling an estimated $9.47K and leaving 5,899 shares worth $520K. The position accounts for 0.05% of the portfolio, ranked #217.

Per Stirling Capital Management first reported a position in VOTE in Q1 2024 and has held it in 10 quarters since. The position peaked at $546K in Q3 2024. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Per Stirling Capital Management held 5,899 shares of TCW Transform 500 ETF worth $520K as of Q2 2026.
Per Stirling Capital Management sold 111 TCW Transform 500 ETF shares in Q2 2026, an estimated $9.47K.
TCW Transform 500 ETF made up 0.05% of Per Stirling Capital Management's portfolio in Q2 2026, its #217 holding.
Per Stirling Capital Management first reported a position in TCW Transform 500 ETF in Q1 2024 and has held it in 10 quarters since.
Per Stirling Capital Management's TCW Transform 500 ETF position peaked at $546K in Q3 2024.
112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.