Litman Gregory Wealth Management LLC Increases Holdings in TCW Transform 500 ETF (BATS:VOTE)

Litman Gregory Wealth Management LLC grew its position in shares of TCW Transform 500 ETF (BATS:VOTE) by 2.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 194,822 shares of the company’s stock after buying an additional 5,560 shares during the quarter. TCW Transform 500 ETF accounts for approximately 1.2% of Litman Gregory Wealth Management LLC’s holdings, making the stock its 22nd largest position. Litman Gregory Wealth Management LLC’s holdings in TCW Transform 500 ETF were worth $13,401,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Thrivent Financial for Lutherans raised its position in TCW Transform 500 ETF by 9.3% in 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 period. PNC Financial Services Group Inc. increased its stake in shares of TCW Transform 500 ETF by 7.6% in the 3rd quarter. PNC Financial Services Group Inc. now owns 743,107 shares of the company’s stock worth $49,818,000 after purchasing an additional 52,430 shares in the last quarter. Mutual Advisors LLC lifted its position in TCW Transform 500 ETF by 8.7% during the fourth quarter. Mutual Advisors LLC now owns 113,823 shares of the company’s stock valued at $7,911,000 after purchasing an additional 9,153 shares in the last quarter. Financial Insights Inc. grew its holdings in TCW Transform 500 ETF by 7.0% during the third quarter. Financial Insights Inc. now owns 107,173 shares of the company’s stock valued at $7,185,000 after purchasing an additional 6,993 shares during the period. Finally, Values Added Financial LLC grew its holdings in TCW Transform 500 ETF by 1.4% during the third quarter. Values Added Financial LLC now owns 95,570 shares of the company’s stock valued at $6,407,000 after purchasing an additional 1,331 shares during the period.

TCW Transform 500 ETF Stock Performance

BATS VOTE opened at $70.88 on Friday. The company has a market cap of $697.46 million, a PE ratio of 26.21 and a beta of 1.01. The business’s 50 day moving average price is $70.24 and its 200 day moving average price is $67.54.

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.