Values Added Financial
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
Q3 		$8.16M Buy
90,625
+4,877
+6% +$437K 2.89% 11
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

Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Financial Insights
Financial Insights Tacoma, Washington $394M AUM 16.93% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return
Fairman Group
Fairman Group Chesterbrook, Pennsylvania $140M AUM 10.49% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Etesian Wealth Advisors
Etesian Wealth Advisors West Linn, Oregon $344M AUM 10.68% 1-Year Est. Return
Sage Advisory Services
Sage Advisory Services Austin, Texas $186M AUM 7.57% 1-Year Est. Return
Breakwater Investment Management
Breakwater Investment Management Seattle, Washington $302M AUM 10.26% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Values Added Financial's VOTE Position: Q3 2026 in Review

Values Added Financial increased its TCW Transform 500 ETF (VOTE) stake by 5.7% in Q3 2026, buying an estimated $437K and bringing the position to 90,625 shares worth $8.16M. The position accounts for 2.89% of the portfolio, ranked #11.

Values Added Financial first reported a position in VOTE in Q2 2023 and has held it in 14 quarters since. 30 funds tracked by Wall St. Rank hold VOTE as of Q3 2026.

  • Values Added Financial held 90,625 shares of TCW Transform 500 ETF worth $8.16M as of Q3 2026.
  • Values Added Financial bought 4,877 TCW Transform 500 ETF shares in Q3 2026, an estimated $437K.
  • TCW Transform 500 ETF made up 2.89% of Values Added Financial's portfolio in Q3 2026, its #11 holding.
  • Values Added Financial first reported a position in TCW Transform 500 ETF in Q2 2023 and has held it in 14 quarters since.
  • 30 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.