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Sandy Spring Bank’s TCW Transform 500 ETF VOTE Stock Holding History

Sandy Spring Bank’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
2025
Q1 		$20.4K Buy
311
+1
+0.3% +$69 ﹤0.01% 731
2024
Q4 		$21.4K Buy
310
+1
+0.3% +$69 ﹤0.01% 737
2024
Q3 		$20.7K Hold
309
– – ﹤0.01% 746
2024
Q2 		$19.6K Buy
+309
New +$18.9K ﹤0.01% 763
2024
Q1 		– Sell
-2
Closed -$112 – 1298
2023
Q4 		$112 Buy
+2
New +$104 ﹤0.01% 1151

Other funds holding VOTE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

Sandy Spring Bank's VOTE Position: Q1 2025 in Review

Sandy Spring Bank increased its TCW Transform 500 ETF (VOTE) stake by 0.32% in Q1 2025, buying an estimated $69 and bringing the position to 311 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Sandy Spring Bank first reported a position in VOTE in Q4 2023 and has held it in 5 quarters since. The position peaked at $21.4K in Q4 2024. 85 funds tracked by Wall St. Rank hold VOTE as of Q1 2025.

  • Sandy Spring Bank held 311 shares of TCW Transform 500 ETF worth $20.4K as of Q1 2025.
  • Sandy Spring Bank bought 1 TCW Transform 500 ETF share in Q1 2025, an estimated $69.
  • TCW Transform 500 ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #731 holding.
  • Sandy Spring Bank first reported a position in TCW Transform 500 ETF in Q4 2023 and has held it in 5 quarters since.
  • Sandy Spring Bank's TCW Transform 500 ETF position peaked at $21.4K in Q4 2024.
  • 85 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.