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

Rockefeller 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	$982K	Hold	11,137	–	–	﹤0.01%	1711
2026 Q1	$850K	Buy	11,137 +6,598	+145%	+$527K	﹤0.01%	1689
2025 Q4	$364K	Buy	4,539 +3,307	+268%	+$263K	﹤0.01%	2069
2025 Q3	$96.7K	Buy	+1,232	New	+$93K	﹤0.01%	2593

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

Rockefeller Capital Management's VOTE Position: Q2 2026 in Review

Rockefeller Capital Management held its TCW Transform 500 ETF (VOTE) position steady in Q2 2026 at 11,137 shares worth $982K. The position accounts for ﹤0.01% of the portfolio, ranked #1711.

Rockefeller Capital Management first reported a position in VOTE in Q3 2025 and has held it in 4 quarters since. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Rockefeller Capital Management held 11,137 shares of TCW Transform 500 ETF worth $982K as of Q2 2026.
Rockefeller Capital Management left its TCW Transform 500 ETF share count unchanged in Q2 2026.
TCW Transform 500 ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1711 holding.
Rockefeller Capital Management first reported a position in TCW Transform 500 ETF in Q3 2025 and has held it in 4 quarters since.
112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

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