TCW Transform 500 ETF $VOTE Shares Acquired by Jordan Park Group LLC

Jordan Park Group LLC increased its position in shares of TCW Transform 500 ETF (NASDAQ:VOTE) by 382.0% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 79,644 shares of the company’s stock after purchasing an additional 63,122 shares during the quarter. TCW Transform 500 ETF accounts for about 0.4% of Jordan Park Group LLC’s investment portfolio, making the stock its 29th largest holding. Jordan Park Group LLC owned about 0.64% of TCW Transform 500 ETF worth $7,173,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the company. Farther Finance Advisors LLC increased its stake in TCW Transform 500 ETF by 14.4% during the third quarter. Farther Finance Advisors LLC now owns 1,349 shares of the company’s stock valued at $121,000 after purchasing an additional 170 shares during the last quarter. Integrated Wealth Concepts LLC bought a new position in shares of TCW Transform 500 ETF in the 2nd quarter worth about $128,000. Ledyard National Bank bought a new position in shares of TCW Transform 500 ETF in the 3rd quarter worth about $231,000. DWR Wealth Management LLC boosted its holdings in shares of TCW Transform 500 ETF by 9.8% in the 3rd quarter. DWR Wealth Management LLC now owns 3,612 shares of the company’s stock valued at $326,000 after buying an additional 323 shares during the period. Finally, Royal Bank of Canada boosted its holdings in shares of TCW Transform 500 ETF by 433.1% in the 1st quarter. Royal Bank of Canada now owns 3,732 shares of the company’s stock valued at $284,000 after buying an additional 3,032 shares during the period.

TCW Transform 500 ETF Stock Down 0.4%

Shares of NASDAQ:VOTE opened at $89.18 on Friday. TCW Transform 500 ETF has a fifty-two week low of $73.89 and a fifty-two week high of $92.19. The firm has a 50-day simple moving average of $90.17 and a 200 day simple moving average of $89.00. The company has a market cap of $1.11 billion, a PE ratio of 23.58 and a beta of 1.01.

TCW Transform 500 ETF Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, September 24th. Shareholders of record on Tuesday, September 22nd were issued a $0.2273 dividend. This is an increase from TCW Transform 500 ETF’s previous quarterly dividend of $0.2242. This represents a $0.91 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend was Tuesday, September 22nd.

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. 1.