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Rossby Financial’s TCW Transform 500 ETF VOTE Stock Holding History

Rossby Financial’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 		$259K Buy
2,935
+314
+12% +$26.8K 0.05% 333
2026
Q1 		$202K Buy
2,621
+1,527
+140% +$122K 0.04% 377
2025
Q4 		$87.8K Sell
1,094
-14
-1% -$1.11K 0.03% 430
2025
Q3 		$87.2K Buy
1,108
+611
+123% +$46.1K 0.03% 423
2025
Q2 		$36.2K Hold
497
– – 0.01% 549
2025
Q1 		$32.1K Buy
+497
New +$34.3K 0.01% 547

Other funds holding VOTE

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
PNC Financial Services Group
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
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
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
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Rossby Financial's VOTE Position: Q2 2026 in Review

Rossby Financial increased its TCW Transform 500 ETF (VOTE) stake by 12% in Q2 2026, buying an estimated $26.8K and bringing the position to 2,935 shares worth $259K. The position accounts for 0.05% of the portfolio, ranked #333.

Rossby Financial first reported a position in VOTE in Q1 2025 and has held it in 6 quarters since. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

  • Rossby Financial held 2,935 shares of TCW Transform 500 ETF worth $259K as of Q2 2026.
  • Rossby Financial bought 314 TCW Transform 500 ETF shares in Q2 2026, an estimated $26.8K.
  • TCW Transform 500 ETF made up 0.05% of Rossby Financial's portfolio in Q2 2026, its #333 holding.
  • Rossby Financial first reported a position in TCW Transform 500 ETF in Q1 2025 and has held it in 6 quarters since.
  • 112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.