Ridgecrest Wealth Partners’s TCW Transform 500 ETF VOTE Stock Holding History

Ridgecrest Wealth Partners’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	$362K	Sell	4,110 -818	-17%	-$69.8K	0.17%	69
2026 Q1	$376K	Sell	4,928 -100	-2%	-$7.98K	0.21%	68
2025 Q4	$403K	Hold	5,028	–	–	0.22%	63
2025 Q3	$395K	Hold	5,028	–	–	0.18%	69
2025 Q2	$366K	Buy	5,028 +575	+13%	+$38.6K	0.19%	69
2025 Q1	$291K	Buy	4,453 +1,075	+32%	+$74.2K	0.15%	84
2024 Q4	$232K	Hold	3,378	–	–	0.13%	93
2024 Q3	$226K	Buy	3,378 +90	+3%	+$5.82K	0.12%	99
2024 Q2	$209K	Buy	+3,288	New	+$201K	0.13%	94
2022 Q4	–	Sell	-5,065	Closed	-$211K	–	101
2022 Q3	$211K	Hold	5,065	–	–	0.17%	85
2022 Q2	$222K	Buy	+5,065	New	+$242K	0.16%	95

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

Ridgecrest Wealth Partners's VOTE Position: Q2 2026 in Review

Ridgecrest Wealth Partners reduced its TCW Transform 500 ETF (VOTE) stake by 17% in Q2 2026, selling an estimated $69.8K and leaving 4,110 shares worth $362K. The position accounts for 0.17% of the portfolio, ranked #69.

Ridgecrest Wealth Partners first reported a position in VOTE in Q2 2022 and has held it in 11 quarters since. The position peaked at $403K in Q4 2025. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Ridgecrest Wealth Partners held 4,110 shares of TCW Transform 500 ETF worth $362K as of Q2 2026.
Ridgecrest Wealth Partners sold 818 TCW Transform 500 ETF shares in Q2 2026, an estimated $69.8K.
TCW Transform 500 ETF made up 0.17% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #69 holding.
Ridgecrest Wealth Partners first reported a position in TCW Transform 500 ETF in Q2 2022 and has held it in 11 quarters since.
Ridgecrest Wealth Partners's TCW Transform 500 ETF position peaked at $403K in Q4 2025.
112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.