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

Values Added Financial LLC lifted its position in TCW Transform 500 ETF (BATS:VOTE) by 2.4% in the 4th quarter, Holdings Channel.com reports. The fund owned 97,825 shares of the company’s stock after acquiring an additional 2,255 shares during the period. TCW Transform 500 ETF makes up 3.9% of Values Added Financial LLC’s investment portfolio, making the stock its 5th largest position. Values Added Financial LLC’s holdings in TCW Transform 500 ETF were worth $6,729,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently added to or reduced their stakes in VOTE. Fairman Group LLC boosted its position in TCW Transform 500 ETF by 43.4% during the 3rd quarter. Fairman Group LLC now owns 1,035 shares of the company’s stock valued at $69,000 after purchasing an additional 313 shares during the period. Mutual Advisors LLC lifted its position in shares of TCW Transform 500 ETF by 0.3% in the 3rd quarter. Mutual Advisors LLC now owns 104,670 shares of the company’s stock valued at $7,094,000 after acquiring an additional 328 shares in the last quarter. Breakwater Investment Management increased its stake 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 buying an additional 423 shares during the period. Ballentine Partners LLC grew its stake in shares of TCW Transform 500 ETF by 8.5% in the 3rd quarter. Ballentine Partners LLC now owns 29,623 shares of the company’s stock valued at $1,986,000 after buying an additional 2,315 shares in the last quarter. Finally, Diversified Trust Co increased its position in TCW Transform 500 ETF by 100.2% during the fourth quarter. Diversified Trust Co now owns 9,578 shares of the company’s stock worth $659,000 after buying an additional 4,794 shares during the last quarter.

TCW Transform 500 ETF Price Performance

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

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.