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Stephens Consulting’s TCW Transform 500 ETF VOTE Stock Holding History

Stephens Consulting’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
Q3 		– Sell
-5,724
Closed -$416K – 1146
2025
Q2 		$416K Buy
5,724
+17
+0.3% +$1.14K 0.1% 70
2025
Q1 		$373K Sell
5,707
-18
-0.3% -$1.24K 0.09% 68
2024
Q4 		$394K Sell
5,725
-119
-2% -$8.22K 0.1% 69
2024
Q3 		$392K Sell
5,844
-404
-6% -$26.1K 0.1% 69
2024
Q2 		$397K Sell
6,248
-251
-4% -$15.4K 0.11% 60
2024
Q1 		$398K Buy
6,499
+661
+11% +$38.5K 0.12% 57
2023
Q4 		$325K Sell
5,838
-3
-0.1% -$156 0.11% 61
2023
Q3 		$291K Sell
5,841
-291
-5% -$15.1K 0.12% 62
2023
Q2 		$316K Sell
6,132
-1,507
-20% -$73.5K 0.13% 58
2023
Q1 		$364K Hold
7,639
– – 0.22% 53
2022
Q4 		$338K Sell
7,639
-284
-4% -$12.7K 0.22% 53
2022
Q3 		$330K Sell
7,923
-2,518
-24% -$116K 0.3% 49
2022
Q2 		$457K Buy
10,441
+2,583
+33% +$123K 0.37% 34
2022
Q1 		$416K Buy
7,858
+3,479
+79% +$181K 0.34% 40
2021
Q4 		$245K Buy
+4,379
New +$238K 0.2% 85

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 $173B AUM 20.72% 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 $1.49B AUM 19.36% 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 $6.39B AUM 29.64% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

Stephens Consulting's VOTE Position: Q3 2025 in Review

Stephens Consulting sold out of TCW Transform 500 ETF (VOTE) in Q3 2025, closing a stake of 5,724 shares — an estimated $416K sold.

Stephens Consulting first reported a position in VOTE in Q4 2021 and held it in 15 quarters. The position peaked at $457K in Q2 2022. 93 funds tracked by Wall St. Rank hold VOTE as of Q3 2025.

  • Stephens Consulting reported no remaining TCW Transform 500 ETF position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 5,724 TCW Transform 500 ETF shares in Q3 2025, an estimated $416K.
  • Stephens Consulting first reported a position in TCW Transform 500 ETF in Q4 2021 and held it in 15 quarters.
  • Stephens Consulting's TCW Transform 500 ETF position peaked at $457K in Q2 2022.
  • 93 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.