Caprock Group LLC Sells 161 Shares of TCW Transform 500 ETF (BATS:VOTE)

Caprock Group LLC lessened its stake in shares of TCW Transform 500 ETF (BATS:VOTE) by 3.4% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 4,575 shares of the company’s stock after selling 161 shares during the period. Caprock Group LLC’s holdings in TCW Transform 500 ETF were worth $315,000 as of its most recent filing with the SEC.

Several other large investors also recently made changes to their positions in VOTE. Stifel Financial Corp acquired a new position in TCW Transform 500 ETF during the third quarter worth approximately $567,000. Aspiriant LLC lifted its holdings 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 buying an additional 41,177 shares in the last quarter. Thrivent Financial for Lutherans boosted its holdings in TCW Transform 500 ETF by 9.3% in the 3rd quarter. Thrivent Financial for Lutherans now owns 794,765 shares of the company’s stock valued at $53,281,000 after purchasing an additional 67,742 shares during the period. Diversified Trust Co grew its position in TCW Transform 500 ETF by 100.2% during the fourth quarter. Diversified Trust Co now owns 9,578 shares of the company’s stock worth $659,000 after buying an additional 4,794 shares in the last quarter. Finally, PNC Financial Services Group Inc. grew its holdings in shares of TCW Transform 500 ETF by 7.6% during 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.

TCW Transform 500 ETF Price Performance

Shares of TCW Transform 500 ETF stock opened at $71.36 on Friday. The business’s 50-day moving average price is $70.28 and its 200-day moving average price is $67.70. The firm has a market capitalization of $702.18 million, a P/E ratio of 26.21 and a beta of 1.01.

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.