TCW Transform 500 ETF (BATS:VOTE) Shares Bought by Values Added Financial LLC

Values Added Financial LLC grew its position in shares of TCW Transform 500 ETF (BATS:VOTE) by 2.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 97,825 shares of the company’s stock after purchasing an additional 2,255 shares during the quarter. TCW Transform 500 ETF makes up 3.9% of Values Added Financial LLC’s holdings, making the stock its 5th biggest holding. Values Added Financial LLC owned approximately 0.99% of TCW Transform 500 ETF worth $6,729,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in VOTE. Fairman Group LLC boosted its holdings in TCW Transform 500 ETF by 43.4% during the third quarter. Fairman Group LLC now owns 1,035 shares of the company’s stock worth $69,000 after purchasing an additional 313 shares during the last quarter. Mutual Advisors LLC increased its position in shares of TCW Transform 500 ETF by 0.3% during the third quarter. Mutual Advisors LLC now owns 104,670 shares of the company’s stock valued at $7,094,000 after buying an additional 328 shares during the period. Breakwater Investment Management boosted its holdings in TCW Transform 500 ETF by 3.9% in the 4th quarter. Breakwater Investment Management now owns 11,344 shares of the company’s stock valued at $780,000 after purchasing an additional 423 shares during the period. Ballentine Partners LLC increased its position in shares of TCW Transform 500 ETF by 8.5% in the third quarter. Ballentine Partners LLC now owns 29,623 shares of the company’s stock worth $1,986,000 after purchasing an additional 2,315 shares during the last quarter. Finally, Diversified Trust Co raised its position in shares of TCW Transform 500 ETF by 100.2% during the 4th quarter. Diversified Trust Co now owns 9,578 shares of the company’s stock valued at $659,000 after buying an additional 4,794 shares in the last quarter.

TCW Transform 500 ETF Trading Up 1.0 %

BATS VOTE opened at $71.73 on Friday. The stock has a market capitalization of $705.82 million, a price-to-earnings ratio of 26.21 and a beta of 1.01. The company’s 50-day simple moving average is $70.28 and its 200-day simple moving average is $67.95.

About TCW Transform 500 ETF

The Engine No. 1 Transform 500 ETF (VOTE) is an exchange-traded fund that is based on the Morningstar US Large Cap Select index. The ETF currently has 410.2m in AUM and 505 holdings. VOTE tracks a market-cap-weighted index consisting of large-cap US stocks VOTE was launched on Jun 22, 2021 and is managed by Engine No.