VOTE β€” TCW ETF TRUST

Ownership history in Etesian Wealth Advisors, Inc.  Β·  6 quarters on record

AI Ownership Summary

Etesian Wealth Advisors, Inc. reported TCW ETF TRUST (VOTE) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.3% in 2025 Q4. The latest visible filing shows VOTE at 0.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VOTE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Etesian Wealth Advisors, Inc.'s position in TCW ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VOTE was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Etesian Wealth Advisors, Inc. held VOTE β€” position size vs. price
% of Fund (quarterly)    VOTE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 12,038 +750 +6.6% 0.30% $966K 2026-02-14 (Est.) $79.78
2025 Q3 ADDED 11,288 +1,055 +10.3% 0.29% $886K 2025-10-23 $78.70
2025 Q2 ADDED 10,233 +2,034 +24.8% 0.28% $744K 2025-07-24 $74.13
2025 Q1 ADDED 8,199 +2,089 +34.2% 0.23% $536K 2025-04-24 $63.53
2024 Q4 UNCHANGED 6,110 β€” 0% 0.19% $420K 2025-01-27 $69.51
2024 Q3 INITIATED 6,110 β€” β€” 0.19% $410K 2024-10-18 $67.29

FAQ About Etesian Wealth Advisors, Inc. and VOTE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Etesian Wealth Advisors, Inc. reported owning VOTE?

Etesian Wealth Advisors, Inc. reported VOTE across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported VOTE position in Etesian Wealth Advisors, Inc.'s portfolio?

The largest reported portfolio weight for VOTE was 0.30% in 2025 Q4.

What is the latest reported VOTE position on this page?

The most recent filing on this page is 2025 Q4, when Etesian Wealth Advisors, Inc. reported 12,038 shares, equal to 0.30% of portfolio, with an estimated market value of $966K.

What does the chart on this VOTE ownership page compare?

The chart compares Etesian Wealth Advisors, Inc.'s quarterly VOTE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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