Thrivent Financial for Lutherans
VOTE icon

Thrivent Financial for Lutherans’s TCW Transform 500 ETF VOTE Stock Holding History

Thrivent Financial for Lutherans’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 		$60.2M Buy
789,467
+14,014
+2% +$1.12M 0.11% 216
2025
Q4 		$62.7M Sell
775,453
-14,802
-2% -$1.18M 0.11% 223
2025
Q3 		$62M Buy
+790,255
New +$59.6M 0.12% 195
2025
Q2 		– Sell
-803,360
Closed -$56.4M – 2584
2025
Q1 		$56.4M Hold
803,360
– – 0.12% 216
2024
Q4 		$56.4M Buy
803,360
+8,595
+1% +$594K 0.11% 256
2024
Q3 		$53.3M Buy
794,765
+67,742
+9% +$4.38M 0.1% 260
2024
Q2 		$46.2M Buy
727,023
+45,128
+7% +$2.76M 0.09% 269
2024
Q1 		$41.8M Buy
681,895
+12,294
+2% +$716K 0.08% 287
2023
Q4 		$37.2M Buy
669,601
+245,747
+58% +$12.8M 0.08% 297
2023
Q3 		$21.2M Buy
423,854
+12,528
+3% +$649K 0.05% 396
2023
Q2 		$21M Sell
411,326
-1,817
-0.4% -$88.6K 0.05% 419
2023
Q1 		$19.4M Sell
413,143
-39,768
-9% -$1.84M 0.05% 426
2022
Q4 		$20.1M Buy
452,911
+42,361
+10% +$1.89M 0.05% 414
2022
Q3 		$17.3M Sell
410,550
-6,916
-2% -$319K 0.05% 431
2022
Q2 		$18.3M Buy
417,466
+50,336
+14% +$2.4M 0.05% 425
2022
Q1 		$19.4M Buy
+367,130
New +$19.1M 0.04% 470

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
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 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 $3.25B AUM 14.16% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Thrivent Financial for Lutherans's VOTE Position: Q1 2026 in Review

Thrivent Financial for Lutherans increased its TCW Transform 500 ETF (VOTE) stake by 1.8% in Q1 2026, buying an estimated $1.12M and bringing the position to 789,467 shares worth $60.2M. The position accounts for 0.11% of the portfolio, ranked #216.

Thrivent Financial for Lutherans first reported a position in VOTE in Q1 2022 and has held it in 16 quarters since. The position peaked at $62.7M in Q4 2025. 111 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

  • Thrivent Financial for Lutherans held 789,467 shares of TCW Transform 500 ETF worth $60.2M as of Q1 2026.
  • Thrivent Financial for Lutherans bought 14,014 TCW Transform 500 ETF shares in Q1 2026, an estimated $1.12M.
  • TCW Transform 500 ETF made up 0.11% of Thrivent Financial for Lutherans's portfolio in Q1 2026, its #216 holding.
  • Thrivent Financial for Lutherans first reported a position in TCW Transform 500 ETF in Q1 2022 and has held it in 16 quarters since.
  • Thrivent Financial for Lutherans's TCW Transform 500 ETF position peaked at $62.7M in Q4 2025.
  • 111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.