BDFN
CVLC icon

Bond & Devick Financial Network’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Bond & Devick Financial Network’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 		$418K Buy
+4,429
New +$401K 0.1% 122

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

Bond & Devick Financial Network's CVLC Position: Q2 2026 in Review

Bond & Devick Financial Network opened a new position in Calvert US Large-Cap Core Responsible Index ETF (CVLC) in Q2 2026: 4,429 shares worth $418K. The stake represents 0.1% of the portfolio and ranks #122 among its holdings.

90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

  • Bond & Devick Financial Network held 4,429 shares of Calvert US Large-Cap Core Responsible Index ETF worth $418K as of Q2 2026.
  • Calvert US Large-Cap Core Responsible Index ETF was a new Bond & Devick Financial Network position in Q2 2026.
  • Calvert US Large-Cap Core Responsible Index ETF made up 0.1% of Bond & Devick Financial Network's portfolio in Q2 2026, its #122 holding.
  • 90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.