SHP Wealth Management’s TCW Transform 500 ETF VOTE Stock Holding History

SHP Wealth Management’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	$57K	Hold	646	–	–	﹤0.01%	511
2026 Q1	$49.3K	Hold	646	–	–	﹤0.01%	493
2025 Q4	$51.8K	Buy	+646	New	+$51.4K	﹤0.01%	467

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

SHP Wealth Management's VOTE Position: Q2 2026 in Review

SHP Wealth Management held its TCW Transform 500 ETF (VOTE) position steady in Q2 2026 at 646 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

SHP Wealth Management first reported a position in VOTE in Q4 2025 and has held it in 3 quarters since. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

SHP Wealth Management held 646 shares of TCW Transform 500 ETF worth $57K as of Q2 2026.
SHP Wealth Management left its TCW Transform 500 ETF share count unchanged in Q2 2026.
TCW Transform 500 ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #511 holding.
SHP Wealth Management first reported a position in TCW Transform 500 ETF in Q4 2025 and has held it in 3 quarters since.
112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.