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Sonoma Allocations’s TCW Transform 500 ETF VOTE Stock Holding History

Sonoma Allocations’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 		$1.02M Buy
11,564
+2,325
+25% +$198K 0.32% 48
2026
Q1 		$714K Buy
9,239
+1,278
+16% +$102K 0.25% 64
2025
Q4 		$650K Buy
7,961
+4,175
+110% +$332K 0.22% 61
2025
Q3 		$294K Buy
+3,786
New +$286K 0.11% 101

Other funds holding VOTE

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
PNC Financial Services Group
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
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
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
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Sonoma Allocations's VOTE Position: Q2 2026 in Review

Sonoma Allocations increased its TCW Transform 500 ETF (VOTE) stake by 25% in Q2 2026, buying an estimated $198K and bringing the position to 11,564 shares worth $1.02M. The position accounts for 0.32% of the portfolio, ranked #48.

Sonoma Allocations first reported a position in VOTE in Q3 2025 and has held it in 4 quarters since. 111 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

  • Sonoma Allocations held 11,564 shares of TCW Transform 500 ETF worth $1.02M as of Q2 2026.
  • Sonoma Allocations bought 2,325 TCW Transform 500 ETF shares in Q2 2026, an estimated $198K.
  • TCW Transform 500 ETF made up 0.32% of Sonoma Allocations's portfolio in Q2 2026, its #48 holding.
  • Sonoma Allocations first reported a position in TCW Transform 500 ETF in Q3 2025 and has held it in 4 quarters since.
  • 111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.