Valeo Financial Advisors’s TCW Transform 500 ETF VOTE Stock Holding History

Valeo Financial Advisors’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	$745K	Hold	8,451	–	–	0.02%	353
2026 Q1	$645K	Hold	8,451	–	–	0.02%	352
2025 Q4	$678K	Hold	8,451	–	–	0.02%	388
2025 Q3	$663K	Sell	8,451 -1,305	-13%	-$98.5K	0.02%	398
2025 Q2	$710K	Hold	9,756	–	–	0.02%	372
2025 Q1	$638K	Sell	9,756 -499	-5%	-$34.5K	0.02%	347
2024 Q4	$705K	Hold	10,255	–	–	0.02%	332
2024 Q3	$687K	Hold	10,255	–	–	0.02%	335
2024 Q2	$652K	Sell	10,255 -93	-0.9%	-$5.69K	0.02%	316
2024 Q1	$612K	Buy	10,348 +1,271	+14%	+$74K	0.02%	318
2023 Q4	$505K	Buy	9,077 +1,842	+25%	+$95.8K	0.02%	362
2023 Q3	$361K	Hold	7,235	–	–	0.02%	410
2023 Q2	$373K	Hold	7,235	–	–	0.02%	378
2023 Q1	$344K	Buy	+7,235	New	+$335K	0.02%	407

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

Valeo Financial Advisors's VOTE Position: Q2 2026 in Review

Valeo Financial Advisors held its TCW Transform 500 ETF (VOTE) position steady in Q2 2026 at 8,451 shares worth $745K. The position accounts for 0.02% of the portfolio, ranked #353.

Valeo Financial Advisors first reported a position in VOTE in Q1 2023 and has held it in 14 quarters since. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Valeo Financial Advisors held 8,451 shares of TCW Transform 500 ETF worth $745K as of Q2 2026.
Valeo Financial Advisors left its TCW Transform 500 ETF share count unchanged in Q2 2026.
TCW Transform 500 ETF made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #353 holding.
Valeo Financial Advisors first reported a position in TCW Transform 500 ETF in Q1 2023 and has held it in 14 quarters since.
112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.