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 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

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

VAF

Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

EWA

Etesian Wealth Advisors West Linn, Oregon $338M AUM 15.5% 1-Year Est. Return

Sage Advisory Services's VOTE Position: Q2 2026 in Review

Sage Advisory Services reduced its TCW Transform 500 ETF (VOTE) stake by 2.5% in Q2 2026, selling an estimated $23K and leaving 10,361 shares worth $914K. The position accounts for 0.45% of the portfolio, ranked #31.

Sage Advisory Services first reported a position in VOTE in Q4 2023 and has held it in 11 quarters since. 35 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Sage Advisory Services held 10,361 shares of TCW Transform 500 ETF worth $914K as of Q2 2026.
Sage Advisory Services sold 269 TCW Transform 500 ETF shares in Q2 2026, an estimated $23K.
TCW Transform 500 ETF made up 0.45% of Sage Advisory Services's portfolio in Q2 2026, its #31 holding.
Sage Advisory Services first reported a position in TCW Transform 500 ETF in Q4 2023 and has held it in 11 quarters since.
35 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Sage Advisory Services's 13F filing for Q2 2026, filed 22 Jul 2026.