Creative Planning
CVLC icon

Creative Planning’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Creative Planning’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 		$4.71M Hold
49,887
– – ﹤0.01% 1455
2026
Q1 		$3.99M Buy
49,887
+10,612
+27% +$891K ﹤0.01% 1363
2025
Q4 		$3.31M Sell
39,275
-1,605
-4% -$134K ﹤0.01% 1311
2025
Q3 		$3.35M Hold
40,880
– – ﹤0.01% 1136
2025
Q2 		$3.13M Hold
40,880
– – ﹤0.01% 1004
2025
Q1 		$2.82M Hold
40,880
– – ﹤0.01% 975
2024
Q4 		$3M Buy
+40,880
New +$3.01M ﹤0.01% 899

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

Creative Planning's CVLC Position: Q2 2026 in Review

Creative Planning held its Calvert US Large-Cap Core Responsible Index ETF (CVLC) position steady in Q2 2026 at 49,887 shares worth $4.71M. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

Creative Planning first reported a position in CVLC in Q4 2024 and has held it in 7 quarters since. 90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

  • Creative Planning held 49,887 shares of Calvert US Large-Cap Core Responsible Index ETF worth $4.71M as of Q2 2026.
  • Creative Planning left its Calvert US Large-Cap Core Responsible Index ETF share count unchanged in Q2 2026.
  • Calvert US Large-Cap Core Responsible Index ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1455 holding.
  • Creative Planning first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.