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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
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
JAA
Joel Adams & Associates Asheville, North Carolina $156M AUM 15.16% 1-Year Est. Return

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. 90 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.
  • 90 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.