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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
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

SHP Wealth Management's VOTE Position: Q1 2026 in Review

SHP Wealth Management held its TCW Transform 500 ETF (VOTE) position steady in Q1 2026 at 646 shares worth $49.3K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

SHP Wealth Management first reported a position in VOTE in Q4 2025 and has held it in 2 quarters since. The position peaked at $51.8K in Q4 2025. 113 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

  • SHP Wealth Management held 646 shares of TCW Transform 500 ETF worth $49.3K as of Q1 2026.
  • SHP Wealth Management left its TCW Transform 500 ETF share count unchanged in Q1 2026.
  • TCW Transform 500 ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #493 holding.
  • SHP Wealth Management first reported a position in TCW Transform 500 ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's TCW Transform 500 ETF position peaked at $51.8K in Q4 2025.
  • 113 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.