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 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 $52.8B AUM 15.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $1.49B 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 New York $871B AUM 31.28% 1-Year Est. Return

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

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

Per Stirling Capital Management's VOTE Position: Q1 2026 in Review

Per Stirling Capital Management increased its TCW Transform 500 ETF (VOTE) stake by 0.69% in Q1 2026, buying an estimated $3.27K and bringing the position to 6,010 shares worth $459K. The position accounts for 0.05% of the portfolio, ranked #208.

Per Stirling Capital Management first reported a position in VOTE in Q1 2024 and has held it in 9 quarters since. The position peaked at $546K in Q3 2024. 111 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

Per Stirling Capital Management held 6,010 shares of TCW Transform 500 ETF worth $459K as of Q1 2026.
Per Stirling Capital Management bought 41 TCW Transform 500 ETF shares in Q1 2026, an estimated $3.27K.
TCW Transform 500 ETF made up 0.05% of Per Stirling Capital Management's portfolio in Q1 2026, its #208 holding.
Per Stirling Capital Management first reported a position in TCW Transform 500 ETF in Q1 2024 and has held it in 9 quarters since.
Per Stirling Capital Management's TCW Transform 500 ETF position peaked at $546K in Q3 2024.
111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.