Tolleson Wealth Management’s TCW Transform 500 ETF VOTE Stock Holding History

Tolleson 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 Q2	$1.4M	Sell	15,828 -52,000	-77%	-$4.44M	0.19%	38
2026 Q1	$5.18M	Buy	67,828 +525	+0.8%	+$41.9K	0.76%	17
2025 Q4	$5.4M	Buy	67,303 +558	+0.8%	+$44.4K	0.78%	17
2025 Q3	$5.24M	Buy	66,745 +95	+0.1%	+$7.17K	0.81%	16
2025 Q2	$4.85M	Hold	66,650	–	–	0.83%	15
2025 Q1	$4.36M	Buy	66,650 +300	+0.5%	+$20.7K	0.84%	16
2024 Q4	$4.56M	Buy	66,350 +54,350	+453%	+$3.76M	0.94%	13
2024 Q3	$804K	Hold	12,000	–	–	0.15%	43
2024 Q2	$763K	Buy	+12,000	New	+$735K	0.15%	48

Other funds holding VOTE

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 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 New York $1.15T AUM 47.82% 1-Year Est. Return

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

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Tolleson Wealth Management's VOTE Position: Q2 2026 in Review

Tolleson Wealth Management reduced its TCW Transform 500 ETF (VOTE) stake by 77% in Q2 2026, selling an estimated $4.44M and leaving 15,828 shares worth $1.4M. The position accounts for 0.19% of the portfolio, ranked #38.

Tolleson Wealth Management first reported a position in VOTE in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.4M in Q4 2025. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Tolleson Wealth Management held 15,828 shares of TCW Transform 500 ETF worth $1.4M as of Q2 2026.
Tolleson Wealth Management sold 52,000 TCW Transform 500 ETF shares in Q2 2026, an estimated $4.44M.
TCW Transform 500 ETF made up 0.19% of Tolleson Wealth Management's portfolio in Q2 2026, its #38 holding.
Tolleson Wealth Management first reported a position in TCW Transform 500 ETF in Q2 2024 and has held it in 9 quarters since.
Tolleson Wealth Management's TCW Transform 500 ETF position peaked at $5.4M in Q4 2025.
112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Tolleson Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.