Sage Advisory Services’s TCW Transform 500 ETF VOTE Stock Holding History

Sage Advisory Services’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	$933K	Sell	10,356 -5	-0%	-$448	0.5%	30
2026 Q2	$914K	Sell	10,361 -269	-3%	-$23K	0.45%	31
2026 Q1	$811K	Buy	10,630 +136	+1%	+$10.9K	0.44%	31
2025 Q4	$842K	Hold	10,494	–	–	0.46%	31
2025 Q3	$824K	Sell	10,494 -165	-2%	-$12.5K	0.43%	31
2025 Q2	$775K	Sell	10,659 -87	-0.8%	-$5.84K	0.42%	32
2025 Q1	$703K	Hold	10,746	–	–	0.41%	29
2024 Q4	$739K	Buy	10,746 +1,211	+13%	+$83.7K	0.44%	30
2024 Q3	$606K	Hold	9,535	–	–	0.17%	36
2024 Q2	$606K	Sell	9,535 -1,941	-17%	-$119K	0.17%	36
2024 Q1	$703K	Buy	11,476 +2,048	+22%	+$119K	0.19%	36
2023 Q4	$524K	Buy	+9,428	New	+$490K	0.14%	42

Other funds holding VOTE

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

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

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

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

AIFS

A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return

Fairman Group Chesterbrook, Pennsylvania $140M AUM 10.49% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Etesian Wealth Advisors West Linn, Oregon $344M AUM 10.68% 1-Year Est. Return

Breakwater Investment Management Seattle, Washington $302M AUM 10.26% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Sage Advisory Services's VOTE Position: Q3 2026 in Review

Sage Advisory Services reduced its TCW Transform 500 ETF (VOTE) stake by 0.05% in Q3 2026, selling an estimated $448 and leaving 10,356 shares worth $933K. The position accounts for 0.5% of the portfolio, ranked #30.

Sage Advisory Services first reported a position in VOTE in Q4 2023 and has held it in 12 quarters since. 30 funds tracked by Wall St. Rank hold VOTE as of Q3 2026.

Sage Advisory Services held 10,356 shares of TCW Transform 500 ETF worth $933K as of Q3 2026.
Sage Advisory Services sold 5 TCW Transform 500 ETF shares in Q3 2026, an estimated $448.
TCW Transform 500 ETF made up 0.5% of Sage Advisory Services's portfolio in Q3 2026, its #30 holding.
Sage Advisory Services first reported a position in TCW Transform 500 ETF in Q4 2023 and has held it in 12 quarters since.
30 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q3 2026.

Based on Sage Advisory Services's 13F filing for Q3 2026, filed 29 Oct 2026.