TCW Transform 500 ETF $VOTE Stock: Jordan Park Group LLC Raises Stake

Jordan Park Group LLC grew its position in TCW Transform 500 ETF (NASDAQ:VOTE) by 382.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 79,644 shares of the company’s stock after purchasing an additional 63,122 shares during the period. TCW Transform 500 ETF makes up approximately 0.4% of Jordan Park Group LLC’s holdings, making the stock its 29th biggest position. Jordan Park Group LLC’s holdings in TCW Transform 500 ETF were worth $7,173,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in VOTE. Farther Finance Advisors LLC increased its stake in shares of TCW Transform 500 ETF by 14.4% in 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 period. DWR Wealth Management LLC boosted its position in shares of TCW Transform 500 ETF by 9.8% during the third quarter. DWR Wealth Management LLC now owns 3,612 shares of the company’s stock worth $326,000 after buying an additional 323 shares during the period. Sonoma Allocations LLC boosted its position in shares of TCW Transform 500 ETF by 16.1% during the first quarter. Sonoma Allocations LLC now owns 9,239 shares of the company’s stock worth $714,000 after buying an additional 1,278 shares during the period. Bank of New York Mellon Corp grew its holdings in TCW Transform 500 ETF by 3.3% in the 1st quarter. Bank of New York Mellon Corp now owns 41,325 shares of the company’s stock worth $3,153,000 after buying an additional 1,302 shares in the last quarter. Finally, Integrated Wealth Concepts LLC bought a new position in shares of TCW Transform 500 ETF in the second quarter worth $128,000.

TCW Transform 500 ETF Stock Down 0.4%

VOTE stock opened at $89.18 on Friday. The company has a market capitalization of $1.11 billion, a P/E ratio of 23.58 and a beta of 1.01. The company has a 50-day simple moving average of $90.17 and a 200 day simple moving average of $89.00. TCW Transform 500 ETF has a fifty-two week low of $73.89 and a fifty-two week high of $92.19.

TCW Transform 500 ETF Increases Dividend

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

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.