VAF
VOTE icon

Values Added Financial’s TCW Transform 500 ETF VOTE Stock Holding History

Values Added Financial’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 		$7.56M Buy
85,748
+1,954
+2% +$167K 2.73% 10
2026
Q1 		$6.39M Sell
83,794
-2,826
-3% -$226K 2.69% 10
2025
Q4 		$6.95M Sell
86,620
-827
-0.9% -$65.8K 2.93% 11
2025
Q3 		$6.86M Sell
87,447
-11,928
-12% -$900K 3.05% 9
2025
Q2 		$7.23M Buy
99,375
+882
+0.9% +$59.2K 3.5% 6
2025
Q1 		$6.44M Buy
98,493
+668
+0.7% +$46.1K 3.57% 7
2024
Q4 		$6.73M Buy
97,825
+2,255
+2% +$156K 3.89% 5
2024
Q3 		$6.41M Buy
95,570
+1,331
+1% +$86K 4.04% 6
2024
Q2 		$5.99M Sell
94,239
-1,462
-2% -$89.5K 4.32% 5
2024
Q1 		$5.86M Buy
95,701
+2,274
+2% +$132K 4.57% 4
2023
Q4 		$5.2M Sell
93,427
-9,141
-9% -$475K 4.25% 6
2023
Q3 		$5.12M Buy
102,568
+4,752
+5% +$246K 4.67% 5
2023
Q2 		$5.05M Buy
+97,816
New +$4.77M 4.73% 5

Other funds holding VOTE

AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
EWA
Etesian Wealth Advisors West Linn, Oregon $338M AUM 15.5% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

Values Added Financial's VOTE Position: Q2 2026 in Review

Values Added Financial increased its TCW Transform 500 ETF (VOTE) stake by 2.3% in Q2 2026, buying an estimated $167K and bringing the position to 85,748 shares worth $7.56M. The position accounts for 2.73% of the portfolio, ranked #10.

Values Added Financial first reported a position in VOTE in Q2 2023 and has held it in 13 quarters since. 33 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

  • Values Added Financial held 85,748 shares of TCW Transform 500 ETF worth $7.56M as of Q2 2026.
  • Values Added Financial bought 1,954 TCW Transform 500 ETF shares in Q2 2026, an estimated $167K.
  • TCW Transform 500 ETF made up 2.73% of Values Added Financial's portfolio in Q2 2026, its #10 holding.
  • Values Added Financial first reported a position in TCW Transform 500 ETF in Q2 2023 and has held it in 13 quarters since.
  • 33 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.