Values Added Financial LLC Reduces Stock Holdings in TCW Transform 500 ETF (BATS:VOTE)

Values Added Financial LLC lessened its stake in shares of TCW Transform 500 ETF (BATS:VOTE) by 8.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 93,427 shares of the company’s stock after selling 9,141 shares during the quarter. TCW Transform 500 ETF makes up about 4.3% of Values Added Financial LLC’s portfolio, making the stock its 6th biggest position. Values Added Financial LLC’s holdings in TCW Transform 500 ETF were worth $5,196,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also bought and sold shares of the stock. JPMorgan Chase & Co. raised its stake in TCW Transform 500 ETF by 13.8% in the 3rd quarter. JPMorgan Chase & Co. now owns 1,637,727 shares of the company’s stock worth $81,690,000 after acquiring an additional 199,094 shares during the last quarter. Dorsey & Whitney Trust CO LLC lifted its holdings in shares of TCW Transform 500 ETF by 34.2% in the 3rd quarter. Dorsey & Whitney Trust CO LLC now owns 114,402 shares of the company’s stock valued at $5,706,000 after buying an additional 29,134 shares during the period. GTS Securities LLC acquired a new position in shares of TCW Transform 500 ETF in the 2nd quarter valued at about $1,084,000. Moneta Group Investment Advisors LLC lifted its holdings in shares of TCW Transform 500 ETF by 10.1% in the 2nd quarter. Moneta Group Investment Advisors LLC now owns 14,883 shares of the company’s stock valued at $768,000 after buying an additional 1,361 shares during the period. Finally, Goldman Sachs Group Inc. acquired a new position in shares of TCW Transform 500 ETF in the 2nd quarter valued at about $5,280,000.

TCW Transform 500 ETF Trading Up 0.2 %

Shares of VOTE stock opened at $61.25 on Friday. The firm has a market cap of $606.40 million, a PE ratio of 18.58 and a beta of 1.00. The company has a 50-day moving average of $58.95 and a 200-day moving average of $54.67.

TCW Transform 500 ETF Announces Dividend

The firm also recently declared a dividend, which was paid on Wednesday, March 20th. Investors of record on Tuesday, March 19th were paid a $0.1855 dividend. The ex-dividend date of this dividend was Monday, March 18th.

TCW Transform 500 ETF 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.