VOTE β€” TCW TRANSFORM ETF TRUST

Ownership history in Sage Advisory Services, Ltd.Co.  Β·  9 quarters on record

AI Ownership Summary

Sage Advisory Services, Ltd.Co. reported TCW TRANSFORM ETF TRUST (VOTE) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.46% in 2025 Q4. The latest visible filing shows VOTE at 0.46% 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 Sage Advisory Services, Ltd.Co.'s position in TCW TRANSFORM 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 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% 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
2023 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 Sage Advisory Services, Ltd.Co. held VOTE β€” position size vs. price
% of Fund (quarterly)    VOTE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 10,494 β€” 0% 0.46% $842K 2026-02-14 (Est.) $79.78
2025 Q3 REDUCED 10,494 -165 -1.5% 0.43% $824K 2025-11-06 $78.48
2025 Q2 REDUCED 10,659 -87 -0.8% 0.42% $775K 2025-08-06 $73.92
2025 Q1 UNCHANGED 10,746 β€” 0% 0.41% $703K 2025-05-06 $64.97
2024 Q4 ADDED 10,746 +1,211 +12.7% 0.44% $739K 2025-02-05 $70.20
2024 Q3 UNCHANGED 9,535 β€” 0% 0.17% $606K 2024-11-04 $65.61
2024 Q2 REDUCED 9,535 -1,941 -16.9% 0.17% $606K 2024-08-06 $59.76
2024 Q1 ADDED 11,476 +2,048 +21.7% 0.19% $703K 2024-04-26 $58.19
2023 Q4 INITIATED 9,428 β€” β€” 0.14% $524K 2024-02-01 $55.74

FAQ About Sage Advisory Services, Ltd.Co. and VOTE

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

How long has Sage Advisory Services, Ltd.Co. reported owning VOTE?

Sage Advisory Services, Ltd.Co. reported VOTE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VOTE position in Sage Advisory Services, Ltd.Co.'s portfolio?

The largest reported portfolio weight for VOTE was 0.46% in 2025 Q4.

What is the latest reported VOTE position on this page?

The most recent filing on this page is 2025 Q4, when Sage Advisory Services, Ltd.Co. reported 10,494 shares, equal to 0.46% of portfolio, with an estimated market value of $842K.

What does the chart on this VOTE ownership page compare?

The chart compares Sage Advisory Services, Ltd.Co.'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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