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 Q3	$19.7K	Buy	+218	New	+$19.5K	﹤0.01%	1563
2026 Q2	–	Sell	-116	Closed	-$8.87K	–	3112
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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return

Values Added Financial Washington, District of Columbia $282M AUM 15.49% 1-Year Est. Return

Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Financial Insights Tacoma, Washington $394M AUM 16.93% 1-Year Est. Return

Root Financial Partners's VOTE Position: Q3 2026 in Review

Root Financial Partners opened a new position in TCW Transform 500 ETF (VOTE) in Q3 2026: 218 shares worth $19.7K. The stake represents ﹤0.01% of the portfolio and ranks #1563 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VOTE as recently as Q1 2026.

Root Financial Partners first reported a position in VOTE in Q3 2025 and has held it in 4 quarters since. The position peaked at $31.4K in Q3 2025. 59 funds tracked by Wall St. Rank hold VOTE as of Q3 2026.

Root Financial Partners held 218 shares of TCW Transform 500 ETF worth $19.7K as of Q3 2026.
TCW Transform 500 ETF was a new Root Financial Partners position in Q3 2026.
TCW Transform 500 ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1563 holding.
Root Financial Partners first reported a position in TCW Transform 500 ETF in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's TCW Transform 500 ETF position peaked at $31.4K in Q3 2025.
59 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.