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

Litman Gregory Wealth Management LLC grew its stake in TCW Transform 500 ETF (BATS:VOTE) by 2.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 194,822 shares of the company’s stock after buying an additional 5,560 shares during the period. TCW Transform 500 ETF makes up about 1.2% of Litman Gregory Wealth Management LLC’s holdings, making the stock its 22nd biggest holding. Litman Gregory Wealth Management LLC owned 1.98% of TCW Transform 500 ETF worth $13,401,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently made changes to their positions in the company. Diversified Trust Co purchased a new position in shares of TCW Transform 500 ETF during the 3rd quarter valued at about $321,000. Aspiriant LLC raised its stake in shares of TCW Transform 500 ETF by 213.2% during the third quarter. Aspiriant LLC now owns 60,493 shares of the company’s stock worth $4,055,000 after acquiring an additional 41,177 shares in the last quarter. Etesian Wealth Advisors Inc. bought a new stake in shares of TCW Transform 500 ETF in the 3rd quarter worth approximately $410,000. Financial Insights Inc. boosted its stake in shares of TCW Transform 500 ETF by 7.0% in the 3rd 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 in the last quarter. Finally, Fairman Group LLC boosted its stake in shares of TCW Transform 500 ETF by 43.4% in the 3rd quarter. Fairman Group LLC now owns 1,035 shares of the company’s stock valued at $69,000 after purchasing an additional 313 shares in the last quarter.

TCW Transform 500 ETF Stock Performance

Shares of BATS:VOTE opened at $70.88 on Friday. The stock has a market cap of $697.46 million, a PE ratio of 26.21 and a beta of 1.01. The stock has a 50 day simple moving average of $70.24 and a two-hundred day simple moving average of $67.54.

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.