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SVB Wealth’s TCW Transform 500 ETF VOTE Stock Holding History

SVB Wealth’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
-6,090
Closed -$443K – 432
2025
Q2 		$443K Hold
6,090
– – 0.02% 312
2025
Q1 		$398K Hold
6,090
– – 0.02% 226
2024
Q4 		$419K Buy
+6,090
New +$421K 0.01% 467
2024
Q3 		– Sell
-6,090
Closed -$387K – 602
2024
Q2 		$387K Hold
6,090
– – 0.01% 481
2024
Q1 		$373K Hold
6,090
– – 0.01% 564
2023
Q4 		$339K Hold
6,090
– – 0.01% 584
2023
Q3 		$304K Sell
6,090
-435
-7% -$22.5K 0.01% 606
2023
Q2 		$337K Buy
+6,525
New +$318K 0.01% 622

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

SVB Wealth's VOTE Position: Q3 2025 in Review

SVB Wealth sold out of TCW Transform 500 ETF (VOTE) in Q3 2025, closing a stake of 6,090 shares — an estimated $443K sold.

SVB Wealth first reported a position in VOTE in Q2 2023 and held it in 8 quarters. The position peaked at $443K in Q2 2025. 93 funds tracked by Wall St. Rank hold VOTE as of Q3 2025.

  • SVB Wealth reported no remaining TCW Transform 500 ETF position as of Q3 2025 after selling out during the quarter.
  • SVB Wealth sold 6,090 TCW Transform 500 ETF shares in Q3 2025, an estimated $443K.
  • SVB Wealth first reported a position in TCW Transform 500 ETF in Q2 2023 and held it in 8 quarters.
  • SVB Wealth's TCW Transform 500 ETF position peaked at $443K in Q2 2025.
  • 93 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q3 2025.

Based on SVB Wealth's 13F filing for Q3 2025, filed 6 Nov 2025.