TCW Transform 500 ETF $VOTE Shares Purchased by Fairman Group LLC

Fairman Group LLC boosted its holdings in TCW Transform 500 ETF (BATS:VOTE) by 813.0% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 21,072 shares of the company’s stock after buying an additional 18,764 shares during the period. TCW Transform 500 ETF accounts for approximately 1.4% of Fairman Group LLC’s holdings, making the stock its 13th largest holding. Fairman Group LLC’s holdings in TCW Transform 500 ETF were worth $1,608,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Orion Porfolio Solutions LLC increased its stake in shares of TCW Transform 500 ETF by 81.5% during the 2nd quarter. Orion Porfolio Solutions LLC now owns 136,885 shares of the company’s stock valued at $9,957,000 after acquiring an additional 61,480 shares during the last quarter. Aspiriant LLC boosted its position in shares of TCW Transform 500 ETF by 23.9% in the fourth quarter. Aspiriant LLC now owns 130,776 shares of the company’s stock worth $10,491,000 after acquiring an additional 25,217 shares during the last quarter. Moneta Group Investment Advisors LLC boosted its position in shares of TCW Transform 500 ETF by 146.2% in the third quarter. Moneta Group Investment Advisors LLC now owns 33,751 shares of the company’s stock worth $2,649,000 after acquiring an additional 20,041 shares during the last quarter. Osaic Holdings Inc. grew its holdings in TCW Transform 500 ETF by 1,613.8% in the second quarter. Osaic Holdings Inc. now owns 9,409 shares of the company’s stock valued at $684,000 after purchasing an additional 8,860 shares during the period. Finally, Plum Street Advisors LLC grew its holdings in TCW Transform 500 ETF by 33.6% in the fourth quarter. Plum Street Advisors LLC now owns 33,941 shares of the company’s stock valued at $2,723,000 after purchasing an additional 8,535 shares during the period.

TCW Transform 500 ETF Stock Performance

Shares of VOTE stock opened at $88.17 on Wednesday. TCW Transform 500 ETF has a one year low of $72.45 and a one year high of $89.56. The company has a 50 day moving average price of $86.76 and a 200 day moving average price of $82.34. The firm has a market capitalization of $989.27 million, a price-to-earnings ratio of 25.32 and a beta of 1.02.

TCW Transform 500 ETF Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, June 25th. Stockholders of record on Tuesday, June 23rd were paid a dividend of $0.2242 per share. The ex-dividend date of this dividend was Tuesday, June 23rd. This represents a $0.90 annualized dividend and a dividend yield of 1.0%.

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. 1.