TCW Transform 500 ETF (BATS:VOTE) Shares Acquired by Diversified Trust Co

Diversified Trust Co increased its holdings in shares of TCW Transform 500 ETF (BATS:VOTE) by 100.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 9,578 shares of the company’s stock after purchasing an additional 4,794 shares during the period. Diversified Trust Co owned 0.10% of TCW Transform 500 ETF worth $659,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Orion Portfolio Solutions LLC boosted its position in TCW Transform 500 ETF by 543.7% during the third quarter. Orion Portfolio Solutions LLC now owns 66,574 shares of the company’s stock worth $4,463,000 after purchasing an additional 56,231 shares in the last quarter. Stifel Financial Corp acquired a new stake in shares of TCW Transform 500 ETF in the third quarter worth approximately $567,000. PNC Financial Services Group Inc. grew its stake in shares of TCW Transform 500 ETF by 7.6% during the 3rd quarter. PNC Financial Services Group Inc. now owns 743,107 shares of the company’s stock valued at $49,818,000 after buying an additional 52,430 shares during the period. Thrivent Financial for Lutherans increased its stake in TCW Transform 500 ETF by 9.3% during the third quarter. Thrivent Financial for Lutherans now owns 794,765 shares of the company’s stock worth $53,281,000 after acquiring an additional 67,742 shares during the last quarter. Finally, Values Added Financial LLC raised its holdings in TCW Transform 500 ETF by 1.4% in the third quarter. Values Added Financial LLC now owns 95,570 shares of the company’s stock valued at $6,407,000 after buying an additional 1,331 shares during the period.

TCW Transform 500 ETF Price Performance

BATS:VOTE opened at $68.26 on Friday. The company’s fifty day simple moving average is $69.97 and its two-hundred day simple moving average is $66.95. The firm has a market cap of $671.66 million, a price-to-earnings ratio of 26.21 and a beta of 1.01.

TCW Transform 500 ETF Company Profile

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.