RFP
VOTE icon

Root Financial Partners’s TCW Transform 500 ETF VOTE Stock Holding History

Root Financial 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
Q1 		$8.87K Buy
116
+39
+51% +$3.11K ﹤0.01% 1732
2025
Q4 		$6.2K Sell
77
-323
-81% -$25.7K ﹤0.01% 1696
2025
Q3 		$31.4K Buy
+400
New +$30.2K ﹤0.01% 869

Other funds holding VOTE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
JP Morgan Chase
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

Root Financial Partners's VOTE Position: Q1 2026 in Review

Root Financial Partners increased its TCW Transform 500 ETF (VOTE) stake by 51% in Q1 2026, buying an estimated $3.11K and bringing the position to 116 shares worth $8.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1732.

Root Financial Partners first reported a position in VOTE in Q3 2025 and has held it in 3 quarters since. The position peaked at $31.4K in Q3 2025. 112 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

  • Root Financial Partners held 116 shares of TCW Transform 500 ETF worth $8.87K as of Q1 2026.
  • Root Financial Partners bought 39 TCW Transform 500 ETF shares in Q1 2026, an estimated $3.11K.
  • TCW Transform 500 ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1732 holding.
  • Root Financial Partners first reported a position in TCW Transform 500 ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's TCW Transform 500 ETF position peaked at $31.4K in Q3 2025.
  • 112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.