AIA
CVLC icon

Arbor Investment Advisors’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Arbor Investment Advisors’s Portfolio CVLC Stock Details CVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$205K Buy
+2,174
New +$197K 0.02% 139
2026
Q1 		– Sell
-2,466
Closed -$208K – 118
2025
Q4 		$208K Buy
+2,466
New +$206K 0.03% 108

Other funds holding CVLC

SIF
State Insurance Fund New York $255M AUM 23.43% 1-Year Est. Return
FC
Fulcrum Capital Seattle, Washington $493M AUM 24.43% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return
EF
Entrust Financial Wayne, Pennsylvania $154M AUM

Arbor Investment Advisors's CVLC Position: Q2 2026 in Review

Arbor Investment Advisors opened a new position in Calvert US Large-Cap Core Responsible Index ETF (CVLC) in Q2 2026: 2,174 shares worth $205K. The stake represents 0.02% of the portfolio and ranks #139 among its holdings. This is a return to the name: Arbor Investment Advisors previously reported a position in CVLC as recently as Q4 2025.

Arbor Investment Advisors first reported a position in CVLC in Q4 2025 and has held it in 2 quarters since. The position peaked at $208K in Q4 2025. 23 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

  • Arbor Investment Advisors held 2,174 shares of Calvert US Large-Cap Core Responsible Index ETF worth $205K as of Q2 2026.
  • Calvert US Large-Cap Core Responsible Index ETF was a new Arbor Investment Advisors position in Q2 2026.
  • Calvert US Large-Cap Core Responsible Index ETF made up 0.02% of Arbor Investment Advisors's portfolio in Q2 2026, its #139 holding.
  • Arbor Investment Advisors first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q4 2025 and has held it in 2 quarters since.
  • Arbor Investment Advisors's Calvert US Large-Cap Core Responsible Index ETF position peaked at $208K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on Arbor Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.