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 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

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

Root Financial Partners's VOTE Position: Q2 2026 in Review

Root Financial Partners sold out of TCW Transform 500 ETF (VOTE) in Q2 2026, closing a stake of 116 shares — an estimated $8.87K sold.

Root Financial Partners first reported a position in VOTE in Q3 2025 and held it in 3 quarters. The position peaked at $31.4K in Q3 2025. 111 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Root Financial Partners reported no remaining TCW Transform 500 ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 116 TCW Transform 500 ETF shares in Q2 2026, an estimated $8.87K.
Root Financial Partners first reported a position in TCW Transform 500 ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's TCW Transform 500 ETF position peaked at $31.4K in Q3 2025.
111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.