VOTE β€” TCW TRANSFORM 500 ETF

Ownership history in Ethic Inc.  Β·  5 quarters on record

AI Ownership Summary

Ethic Inc. reported TCW TRANSFORM 500 ETF (VOTE) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.47% in 2025 Q3. The latest visible filing shows VOTE at 0.45% 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 Ethic Inc.'s position in TCW TRANSFORM 500 ETF, 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 0.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% in 2025 Q3

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

Time in book
Holding Window
2024 Q4 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 Ethic Inc. held VOTE β€” position size vs. price
% of Fund (quarterly)    VOTE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 365,507 +2,286 +0.6% 0.45% $29.3M 2026-02-14 (Est.) $79.78
2025 Q3 ADDED 363,221 +84,707 +30.4% 0.47% $28.5M 2025-10-17 $77.83
2025 Q2 ADDED 278,514 +81,537 +41.4% 0.36% $20.2M 2025-07-30 $74.15
2025 Q1 ADDED 196,977 +147,170 +295.5% 0.26% $12.9M 2025-05-13 $68.33
2024 Q4 INITIATED 49,807 β€” β€” 0.07% $3.4M 2025-02-14 $70.83

FAQ About Ethic 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 Ethic Inc. reported owning VOTE?

Ethic Inc. reported VOTE across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported VOTE position in Ethic Inc.'s portfolio?

The largest reported portfolio weight for VOTE was 0.47% in 2025 Q3.

What is the latest reported VOTE position on this page?

The most recent filing on this page is 2025 Q4, when Ethic Inc. reported 365,507 shares, equal to 0.45% of portfolio, with an estimated market value of $29.3M.

What does the chart on this VOTE ownership page compare?

The chart compares Ethic 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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