TCW Transform 500 ETF (BATS:VOTE) Shares Purchased by LPL Financial LLC

Posted by Defense World Staff on Apr 24th, 2025

LPL Financial LLC lifted its holdings in TCW Transform 500 ETF (BATS:VOTE – Free Report) by 121.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,563 shares of the company’s stock after acquiring an additional 4,688 shares during the period. LPL Financial LLC owned approximately 0.09% of TCW Transform 500 ETF worth $589,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in VOTE. Millstone Evans Group LLC purchased a new position in TCW Transform 500 ETF in the 4th quarter worth approximately $141,000. Sage Mountain Advisors LLC acquired a new position in shares of TCW Transform 500 ETF during the fourth quarter worth $254,000. Commonwealth Equity Services LLC boosted its stake in shares of TCW Transform 500 ETF by 18.9% in the fourth quarter. Commonwealth Equity Services LLC now owns 5,826 shares of the company’s stock valued at $401,000 after purchasing an additional 926 shares during the period. SVB Wealth LLC purchased a new position in shares of TCW Transform 500 ETF in the fourth quarter valued at $419,000. Finally, Stifel Financial Corp acquired a new stake in TCW Transform 500 ETF during the 3rd quarter valued at $567,000.

TCW Transform 500 ETF Price Performance

Shares of VOTE stock opened at $62.94 on Thursday. The firm has a market cap of $691.04 million, a price-to-earnings ratio of 24.25 and a beta of 1.02. The business has a 50 day moving average price of $65.69 and a two-hundred day moving average price of $68.28.

TCW Transform 500 ETF Increases Dividend

The firm also recently declared a dividend, which was paid on Wednesday, March 26th. Shareholders of record on Monday, March 24th were paid a $0.2065 dividend. This is a positive change from TCW Transform 500 ETF’s previous dividend of $0.20. The ex-dividend date of this dividend was Monday, March 24th.

About TCW Transform 500 ETF

(Free Report)

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.