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

Cambridge Investment Research 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	$457K	Sell	4,842 -2,207	-31%	-$200K	﹤0.01%	3050
2026 Q1	$564K	Sell	7,049 -1,195	-14%	-$100K	﹤0.01%	2677
2025 Q4	$694K	Buy	8,244 +21	+0.3%	+$1.75K	﹤0.01%	2422
2025 Q3	$673K	Buy	8,223 +526	+7%	+$41.7K	﹤0.01%	2391
2025 Q2	$589K	Sell	7,697 -303	-4%	-$21.4K	﹤0.01%	2395
2025 Q1	$552K	Sell	8,000 -252	-3%	-$18.5K	﹤0.01%	2336
2024 Q4	$605K	Sell	8,252 -9,686	-54%	-$714K	﹤0.01%	2270
2024 Q3	$1.28M	Buy	+17,938	New	+$1.24M	﹤0.01%	1671

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Cambridge Investment Research Advisors's CVLC Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 31% in Q2 2026, selling an estimated $200K and leaving 4,842 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #3050.

Cambridge Investment Research Advisors first reported a position in CVLC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.28M in Q3 2024. 90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

Cambridge Investment Research Advisors held 4,842 shares of Calvert US Large-Cap Core Responsible Index ETF worth $457K as of Q2 2026.
Cambridge Investment Research Advisors sold 2,207 Calvert US Large-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $200K.
Calvert US Large-Cap Core Responsible Index ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3050 holding.
Cambridge Investment Research Advisors first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q3 2024 and has held it in 8 quarters since.
Cambridge Investment Research Advisors's Calvert US Large-Cap Core Responsible Index ETF position peaked at $1.28M in Q3 2024.
90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.