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

Farther Finance 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 Q3	$23.7K	Hold	250	–	–	﹤0.01%	4012
2026 Q2	$23.6K	Hold	250	–	–	﹤0.01%	3852
2026 Q1	$20.2K	Sell	250 -624	-71%	-$52.4K	﹤0.01%	3649
2025 Q4	$73.6K	Buy	+874	New	+$72.9K	﹤0.01%	2543

Other funds holding CVLC

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Farther Finance Advisors's CVLC Position: Q3 2026 in Review

Farther Finance Advisors held its Calvert US Large-Cap Core Responsible Index ETF (CVLC) position steady in Q3 2026 at 250 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4012.

Farther Finance Advisors first reported a position in CVLC in Q4 2025 and has held it in 4 quarters since. The position peaked at $73.6K in Q4 2025. 4 funds tracked by Wall St. Rank hold CVLC as of Q3 2026.

Farther Finance Advisors held 250 shares of Calvert US Large-Cap Core Responsible Index ETF worth $23.7K as of Q3 2026.
Farther Finance Advisors left its Calvert US Large-Cap Core Responsible Index ETF share count unchanged in Q3 2026.
Calvert US Large-Cap Core Responsible Index ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4012 holding.
Farther Finance Advisors first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q4 2025 and has held it in 4 quarters since.
Farther Finance Advisors's Calvert US Large-Cap Core Responsible Index ETF position peaked at $73.6K in Q4 2025.
4 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.